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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PA
4101
Pineridge Advisors
Missouri
$293M +$8.83M +3% 1.52% – 686
DBRC
4102
D.B. Root & Company
Pennsylvania
$293M -$2.78M -0.9% 1.9% 52% 197
MWC
4103
MBM Wealth Consultants
Missouri
$293M +$8.76M +3% 1.96% 47.8% 107
RWA
4104
Roberts Wealth Advisors
California
$293M +$25.4M +10% 3.87% 58.1% 95
SCP
4105
Seafarer Capital Partners
California
$293M -$49.1M -14% 15% 76.4% 6
EBT
4106
Enterprise Bank & Trust
Massachusetts
$293M +$1.49M +0.5% 4.16% 65.9% 126
DC
4107
Defender Capital
North Carolina
$293M -$1.27M -0.4% 0.35% 102% 39
CD
4108
Chapin Davis
Maryland
$293M +$18.8M +7% 7.09% – 250
PP
4109
Prosperity Planning
Missouri
$293M +$3.79M +1% 0.21% 31.3% 103
THL
4110
Tillman Hartley LLC
Colorado
$293M +$2.07M +0.7% 0.43% – 84
TI
4111
TrueMark Investments
Illinois
$293M +$184M +168% 1.53% – 227
NG
4112
NatWest Group
United Kingdom
$292M +$32.7M +13% 9.9% 174% 39
SCPM
4113
Sea Cliff Partners Management
California
$292M -$12.2M -4% 7.48% – 17
APWM
4114
Argonautica Private Wealth Management
Massachusetts
$292M +$13.4M +5% 4.94% – 212
SP
4115
Sequent Planning
Nebraska
$292M +$15.9M +6% 2.62% – 151
TFP
4116
Triune Financial Partners
Kansas
$292M +$3.82M +1% 0.29% 45.7% 34
AFS
4117
Aft Forsyth & Sober
Florida
$292M +$7.97M +3% 4.02% 83.1% 83
CWA
4118
Core Wealth Advisors
Florida
$292M -$2.49M -0.8% 1.79% 50.1% 262
ICP
4119
Inclusive Capital Partners
California
$292M -$38.6M -12% 14.4% 16.7% 3
MCAV
4120
Meritech Capital Associates V
California
$292M -$7.4M -2% 0.93% 134% 3
DA
4121
Detalus Advisors
Missouri
$292M +$11.1M +4% 2.93% 49.8% 157
MWP
4122
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 3.31% 56.7% 132
HWMG
4123
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 1.29% 46.6% 119
NCM
4124
Neumann Capital Management
California
$291M +$10.5M +4% 5.11% 70.8% 101
IMA
4125
Investment Management Associates
Colorado
$291M +$1.37M +0.5% 2.39% 51.8% 35
163 164
165
166 167