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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DJC
4551
Daily Journal Corp
California
$163M -$11.4M -7% 5.04% 79.3% 5
CWM
4552
CCG Wealth Management
California
$163M -$13.7M -8% 5.49% 59.5% 115
TC
4553
Taika Capital
Florida
$163M +$2.59M +2% 7.08% 67.5% 67
SCM
4554
Stonehearth Capital Management
Massachusetts
$163M -$12.2M -7% 5.33% 49.2% 77
LWM
4555
Ledge Wealth Management
Minnesota
$163M +$651K +0.4% 3.94% – 72
MFG
4556
Monte Financial Group
Connecticut
$163M -$8.08M -5% 7.69% 50.4% 78
DRS
4557
Deane Retirement Strategies
Louisiana
$163M +$2.05M +1% 2.63% 46.9% 65
MPA
4558
Marvin & Palmer Associates
Delaware
$163M -$31.4M -16% 1.46% 222% 39
CC
4559
Coann Capital
Connecticut
$163M +$16.4M +11% 6.4% – 28
WC
4560
Weil Company
California
$163M -$14.9M -8% 4.55% 58.9% 134
TFA
4561
TPG Financial Advisors
Oregon
$163M +$13.6M +9% 4.9% – 47
EECFV
4562
EnCap Energy Capital Fund VIII
Texas
$163M +$1M +0.6% 2.26% 20.2% 3
SSW
4563
Stone Summit Wealth
Florida
$163M -$4.85M -3% 5.25% 49.7% 129
ROC
4564
Robertson Opportunity Capital
Texas
$162M -$2.3M -1% 0.1% 122% 26
HIG
4565
Heritage Investment Group
Florida
$162M -$11.1M -6% 4.52% 40% 82
VIM
4566
Vista Investment Management
Pennsylvania
$162M -$3.11M -2% 3.84% 37.6% 164
NIA
4567
NIA Impact Advisors
California
$162M -$4.4M -3% 0.24% – 67
CCC
4568
Chelsea Counsel Company
California
$162M -$32.5M -17% 6.16% 54.6% 101
BC
4569
Beaconlight Capital
New York
$162M -$26M -14% 4.44% 149% 35
WCA
4570
Whetstone Capital Advisors
Kansas
$162M -$8.47M -5% 1.63% 242% 29
PFA
4571
Professional Financial Advisors
Nebraska
$162M -$17M -9% 5.1% 48.4% 522
VBFP
4572
Valtinson Bruner Financial Planning
Minnesota
$162M -$2.07M -1% 4.06% 37.1% 106
BBWA
4573
Bell & Brown Wealth Advisors
California
$162M -$25.1M -13% 3.71% – 74
MFS
4574
Madrona Financial Services
Washington
$162M -$8.82M -5% 3.87% 54.3% 78
ARIS
4575
Advanced Research Investment Solutions
California
$162M -$18.1M -10% 10.7% 13.2% 188
181 182
183
184 185