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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JF
4601
Joule Financial
Kentucky
$186M +$35.5M +24% 5.62% 43.8% 114
RHP
4602
Royal Harbor Partners
Texas
$186M +$24.4M +15% 5.53% 47.8% 87
DI
4603
DAGCO Inc
Ohio
$186M +$15.1M +9% 4.93% 50.2% 85
SFS
4604
Stiles Financial Services
Minnesota
$186M +$11.3M +6% 10.2% 83.8% 192
VW
4605
Vance Wealth
California
$186M +$25.8M +16% 7.42% 56% 78
SCM
4606
Stonehearth Capital Management
Massachusetts
$186M +$8.34M +5% 4.04% 49.2% 79
CPA
4607
Capital Performance Advisors
California
$186M +$11.9M +7% 5.73% 61.1% 55
OWIM
4608
Old West Investment Management
California
$186M +$26M +16% 5.49% 119% 60
SPI
4609
Santori & Peters Inc
Pennsylvania
$186M +$15.2M +9% 3.18% 88% 55
LWA
4610
Lowe Wealth Advisors
Maryland
$186M +$4.79M +3% 5.29% 46.2% 367
PFP
4611
Patriot Financial Partners
Pennsylvania
$186M -$90.4M -33% 22.1% 16.6% 11
RIP
4612
RAM Investment Partners
Washington
$186M +$23.2M +14% 7.3% – 52
SC
4613
Sawyer & Company
Massachusetts
$186M -$17.4M -9% 3.84% 72.7% 189
MMM
4614
Mendel Money Management
Illinois
$186M +$9.88M +6% 6.03% 55.1% 125
CCM
4615
Consolidated Capital Management
California
$186M +$18M +11% 19% 125% 61
WFG
4616
Wills Financial Group
Virginia
$186M +$6.08M +3% 4.55% 43.8% 68
KFO
4617
Kopp Family Office
Minnesota
$186M +$19.4M +12% 15.3% 32.1% 23
FFG
4618
Fullen Financial Group
Ohio
$185M +$9.37M +5% 4.11% 28.4% 59
EW
4619
Evexia Wealth
Wisconsin
$185M – – 4.48% – 38
AIM
4620
Atlantic Investment Management
New York
$185M +$587K +0.3% 6.28% 19% 13
VCM
4621
Verger Capital Management
North Carolina
$185M +$7.08M +4% 4.55% 42.2% 35
SVP
4622
Strategic Value Partners
Connecticut
$185M -$4.89M -3% 0.38% 97.2% 6
NIA
4623
NIA Impact Advisors
California
$185M +$13M +8% 11.1% – 64
CWM
4624
Core Wealth Management
Florida
$185M +$8.13M +5% 4.5% – 20
FC
4625
FACT Capital
New York
$185M +$13.3M +8% 18.8% – 15
183 184
185
186 187