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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AC
4201
Almitas Capital
California
$234M +$24.7M +12% 1.58% 48.6% 119
FW
4202
FirstPurpose Wealth
Utah
$234M +$30.7M +15% 6.18% – 213
BIA
4203
BHK Investment Advisors
Alabama
$234M +$4.74M +2% 5.12% 43.9% 62
SSC
4204
Syverson Strege & Co
Iowa
$234M -$623K -0.3% 4.09% 47.3% 666
MWC
4205
MBM Wealth Consultants
Missouri
$234M -$11.6M -5% 5.02% 47.8% 287
DA
4206
DCM Advisors
New York
$233M +$18.5M +9% 9.59% 109% 80
ASI
4207
All-Stars Investment
Hong Kong
$233M -$116M -33% 17.7% 42.5% 3
TA
4208
TCM Advisors
West Virginia
$233M +$122M +111% 2.15% 15.7% 67
DL
4209
DOHJ LLC
Washington
$233M +$35.5M +18% 6.06% 51.5% 89
W
4210
WPWealth
Texas
$233M +$16.5M +8% 2.49% – 57
PCM
4211
Pennsylvania Capital Management
Pennsylvania
$233M +$26.4M +13% 12.6% 74.5% 90
MA
4212
Modus Advisors
Minnesota
$233M +$15.7M +7% 5.52% 70.4% 106
OKSA
4213
O'Keefe Stevens Advisory
New York
$233M +$30.4M +15% 17.3% 211% 42
HVCM
4214
Hel Ved Capital Management
Hong Kong
$233M +$45.4M +24% 12.8% 234% 37
AIA
4215
AIMZ Investment Advisors
California
$233M +$9.48M +4% 5.56% 66.7% 113
T
4216
TrueFG
Texas
$233M +$11.1M +5% 3.5% 36.4% 39
ST
4217
Somerset Trust
Pennsylvania
$232M +$1.81M +0.8% 4.93% 54.4% 152
WTFG
4218
Wells Trecaso Financial Group
Ohio
$232M +$16.5M +8% 8.12% 81% 93
SCA
4219
Scott Capital Advisors
Oregon
$232M +$24.9M +12% 5.3% 44.7% 48
RAG
4220
RIA Advisory Group
Iowa
$232M +$15.3M +7% 2.05% – 133
MPAM
4221
Murphy Pohlad Asset Management
Minnesota
$232M -$9.13M -4% 1.72% 40.9% 120
F1I
4222
Fund 1 Investments
Puerto Rico
$232M -$56.3M -20% 3.84% – 88
TP
4223
Tranquility Partners
Tennessee
$232M +$22.2M +11% 7.26% 66.6% 221
PWC
4224
PYA Waltman Capital
Tennessee
$232M +$30.7M +15% 6.7% 73.5% 62
SOCM
4225
SR One Capital Management
Pennsylvania
$232M -$36.6M -14% 7.34% 189% 6
167 168
169
170 171