Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIA
7251
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 7.49% 52.7% 33
HWM
7252
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 12.1% – 58
YMRC
7253
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 22.6% 167% 245
CG
7254
Curat Global
New Hampshire
$105M +$22.7M +28% 10.2% – 308
HAP
7255
Harbor Asset Planning
Massachusetts
$105M – – 8.18% – 412
GAA
7256
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 21.3% 117% 112
CCM
7257
Candelo Capital Management
New York
$104M +$140K +0.1% 27.2% – 40
YG
7258
York GP
Cayman Islands
$104M -$18.8M -15% 18.2% – 4
LSL
7259
Legacy Solutions LLC
Pennsylvania
$104M +$13.6M +15% 9.95% – 80
MWM
7260
MY Wealth Management
Maryland
$104M +$1.01M +1% 4.59% 27% 32
WPWM
7261
Western Pacific Wealth Management
Illinois
$104M -$6.32M -6% 14.3% 62% 216
WCBA
7262
Weaver C. Barksdale & Associates
Tennessee
$104M +$40.1K +0% 1.28% 35% 63
LGG
7263
Luts & Greenleigh Group
Maryland
$104M +$3.66M +4% 5.08% – 80
SWC
7264
Square Wave Capital
New York
$104M +$10.8M +12% 13.9% – 8
MMRF
7265
Michelson Medical Research Foundation
California
$104M -$15.3M -13% 7.51% – 27
WA
7266
Wilmar Advisors
Florida
$104M +$7.61M +8% 13% – 20
CWMGP
7267
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$104M -$71M -41% 8.23% 52.8% 76
SCP
7268
Searchlight Capital Partners
New York
$104M +$8.18M +9% 3.61% 28.2% 3
CP
7269
Clarendon Private
Massachusetts
$104M +$9.35M +10% 15.2% – 110
EFMH
7270
E Fund Management (HK)
Hong Kong
$104M -$7.54M -7% 4.07% 67.8% 177
LA
7271
LWM Advisors
California
$104M +$6.7M +7% 8.66% – 29
NA
7272
Nestegg Advisors
New York
$104M +$9.77M +10% 8.24% – 47
PRTG
7273
Post Resch Tallon Group
New York
$104M +$5.8M +6% 8.01% – 110
DFG
7274
Dynamic Financial Group
Iowa
$104M +$3.9M +4% 3.68% – 63
RAM
7275
RK Asset Management
Michigan
$104M -$4.58M -4% 1.24% – 23
289 290
291
292 293