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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WW
3601
Waterfront Wealth
Kansas
$339M +$33.7M +11% 10.6% 52.1% 254
SAM
3602
SignalPoint Asset Management
Missouri
$339M +$25.4M +8% 9.31% 36% 229
DL
3603
DOHJ LLC
Washington
$338M +$114M +51% 10.3% 51.5% 140
UF
3604
Univest Financial
Pennsylvania
$338M +$38.6M +13% 12.6% 60.4% 122
AWM
3605
Adams Wealth Management
Utah
$338M +$43.4M +15% 12.7% 29.9% 105
RS
3606
Retirement Solution
Washington
$338M +$35M +12% 12.1% 55.3% 48
FTA
3607
Financial & Tax Architects
Missouri
$338M +$16M +5% 7.41% 37.9% 98
IWM
3608
Integris Wealth Management
California
$338M +$32.8M +11% 8.93% – 94
HVCM
3609
Hel Ved Capital Management
Hong Kong
$338M +$38.2M +13% 39.5% 234% 72
JCA
3610
Juniper Capital Advisors
Texas
$338M – – 24.7% – 1
VPP
3611
Vertex Planning Partners
Illinois
$338M +$47M +16% 8.4% – 159
TWCM
3612
True Wind Capital Management
California
$337M +$89.3M +36% 42% 177% 3
APC
3613
Aspire Private Capital
North Carolina
$337M +$30.6M +10% 9.24% 39.4% 760
LRIA
3614
Leonard Rickey Investment Advisors
Washington
$337M +$31.8M +10% 8.87% 39.5% 86
HI
3615
Humankind Investments
New York
$337M +$96.7M +40% 9.59% 48.9% 137
PCI
3616
Pacifica Capital Investments
Texas
$337M +$26.4M +9% 14.5% 108% 20
MP
3617
McDonald Partners
Ohio
$337M +$29.6M +10% 11.6% 71.3% 234
TP
3618
TenCore Partners
New York
$337M +$625K +0.2% 19.6% 150% 15
IP
3619
Ignite Planners
California
$337M +$9.24M +3% 10.7% 69.5% 343
MCM
3620
Morton Capital Management
California
$337M +$54.5M +19% 9.13% 54.8% 100
CM
3621
CoreCommodity Management
Connecticut
$337M +$38.2M +13% 2.78% 22.2% 164
GCCM
3622
Green Court Capital Management
Hong Kong
$336M +$54.1M +19% 6.49% 8.63% 3
CCT
3623
Capital City Trust
Florida
$336M +$34M +11% 10.6% 73.6% 121
AMC
3624
Atlas Merchant Capital
New York
$336M -$123M -27% 0.17% – 115
MIM
3625
Martin Investment Management
Florida
$336M +$1.95M +0.6% 9% 57.2% 53
143 144
145
146 147