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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BDF
3951
Black Diamond Financial
Maryland
$236M +$17.8M +8% 5.39% 51.8% 86
HWM
3952
Hemington Wealth Management
Virginia
$236M +$19.7M +9% 4.46% 56.2% 92
HCM
3953
HGI Capital Management
New York
$235M +$21.7M +10% 7.89% 26.8% 75
BPM
3954
Bronson Point Management
Connecticut
$235M -$17.4M -7% 6.65% 11% 65
ROC
3955
Robertson Opportunity Capital
Texas
$235M -$12.8M -5% 15.9% 122% 30
SA
3956
SoftVest Advisors
Texas
$235M +$114M +95% 75% 75.8% 11
KFP
3957
KB Financial Partners
New Jersey
$235M – – 3.94% – 622
BZWA
3958
Blue Zone Wealth Advisors
California
$235M +$28.5M +14% 4.14% 77.1% 86
SFSIG
3959
San Francisco Sentry Investment Group
California
$235M +$22.1M +10% 6.37% 431% 743
OWM
3960
OneAscent Wealth Management
Alabama
$235M +$13.8M +6% 3.46% 35% 239
FA
3961
Forefront Analytics
Pennsylvania
$235M +$5.43M +2% 2.78% 24.9% 73
MCC
3962
Malaga Cove Capital
California
$234M +$21.6M +10% 8.84% 90.3% 170
FUBT
3963
First United Bank & Trust
Maryland
$234M +$27.1M +13% 7.14% 60.4% 158
DI
3964
DFPG Investments
Utah
$234M +$16.6M +8% 5.72% 38.3% 181
WOC
3965
West Oak Capital
California
$234M +$18.7M +9% 5.64% 87.7% 374
OR
3966
Olympiad Research
Connecticut
$234M +$59.8M +34% 15% – 198
RA
3967
Riversedge Advisors
Delaware
$234M +$18.1M +8% 3.99% 43.8% 50
SAM
3968
Smithbridge Asset Management
Pennsylvania
$234M +$16.7M +8% 7.22% – 91
DMK
3969
David M. Knott
$234M +$12.8M +6% 17.1% 78.5% 149
KC
3970
Knuff & Co
California
$234M -$8.89M -4% 2.5% 94.8% 168
HCM
3971
Hudson Capital Management
New Jersey
$234M +$7.91M +4% 6.21% 47.4% 71
AIA
3972
Allied Investment Advisors
Montana
$234M +$25.4M +12% 11.4% 48.1% 53
PFS
3973
Physicians Financial Services
North Carolina
$233M +$26.2M +13% 4.98% 89.3% 118
UCI
3974
Uncommon Cents Investing
Wisconsin
$233M +$11.2M +5% 9.64% 56.6% 129
RF
3975
Rollins Financial
Georgia
$233M +$14M +6% 1.97% – 93
157 158
159
160 161