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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SI
4401
SimpliFi Inc
California
$203M +$11.8M +6% 3.13% 21.1% 37
IAS
4402
Investment Advisory Services
Texas
$203M +$8.55M +4% 3.93% 55% 98
JWS
4403
Juncture Wealth Strategies
Arizona
$203M -$7.13M -3% 5.58% 50.3% 125
OFA
4404
Oak Family Advisors
Illinois
$203M +$16M +9% 8.96% 71.8% 118
HC
4405
Hillman Company
Pennsylvania
$203M +$10.9M +6% 14.8% 154% 14
FW
4406
FirstPurpose Wealth
Utah
$203M +$23.8M +13% 6.36% – 205
DFG
4407
Delphi Financial Group
Delaware
$203M +$4.07M +2% 3.54% 50.4% 38
SNT
4408
SIG North Trading
Pennsylvania
$203M +$8.83M +5% 0.21% – 111
OPW
4409
Oxler Private Wealth
New York
$203M +$16.8M +9% 11.3% 98.2% 95
PTP
4410
Platform Technology Partners
New York
$202M +$8.93M +5% 8.88% – 218
OKSA
4411
O'Keefe Stevens Advisory
New York
$202M +$34.1M +20% 28.1% 211% 41
SSWG
4412
Seven Springs Wealth Group
Tennessee
$202M -$4.66M -2% 1.64% 51.4% 60
MCC
4413
Malaga Cove Capital
California
$202M +$19M +10% 14.6% 90.3% 174
SCM
4414
Sio Capital Management
New York
$202M +$14.7M +8% 6.52% 239% 61
FWC
4415
First Washington Corp
Washington
$202M -$1.87M -0.9% 8.69% 80.4% 62
RCM
4416
Raleigh Capital Management
North Carolina
$202M +$9.92M +5% 1.31% 46.2% 918
SAMC
4417
Spectrum Asset Management (California)
California
$202M -$4.21M -2% 2.37% 53.8% 95
AAM
4418
Augustine Asset Management
Florida
$202M +$21M +12% 10.9% 219% 113
FNWM
4419
Financial Network Wealth Management
Utah
$202M +$17.1M +9% 10.4% 32% 106
EHWM
4420
Eads & Heald Wealth Management
Georgia
$202M +$5.26M +3% 4.84% 74.7% 150
PAM
4421
Pegasus Asset Management
New York
$202M +$16.6M +9% 10.1% 93.3% 73
BO
4422
Bank OZK
Arkansas
$202M -$299K -0.1% 4.85% 76.2% 125
AIP
4423
Ahrens Investment Partners
Louisiana
$202M -$18.6M -8% 4.65% 82.6% 1,019
PWC
4424
PYA Waltman Capital
Tennessee
$201M +$10.9M +6% 4.01% 73.5% 62
OA
4425
Operose Advisors
Wisconsin
$201M +$14M +7% 2.81% 49.4% 399
175 176
177
178 179