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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SSWG
4601
Seven Springs Wealth Group
Tennessee
$222M +$13.3M +6% 8.23% 51.4% 63
HRC
4602
Hoertkorn Richard Charles
$222M +$22M +11% 11.1% 92.1% 84
THWM
4603
Taylor Hoffman Wealth Management
Virginia
$222M +$27.5M +14% 13.9% 47.8% 113
MPW
4604
Monterey Private Wealth
California
$222M +$22.6M +11% 10% 29.8% 109
ITIM
4605
Indiana Trust & Investment Management
Indiana
$221M +$23.5M +12% 11.9% 78.2% 470
BIG
4606
Boothe Investment Group
Delaware
$221M +$22.8M +11% 9.17% 43.5% 37
TC
4607
Truvestments Capital
Florida
$221M +$29.4M +15% 12.3% 70.8% 826
CT
4608
Columbia Trust
Oregon
$221M +$49M +28% 12.2% 36% 148
BCH
4609
Berkshire Capital Holdings
California
$221M +$17.2M +8% 33.2% 1,213% 91
MECA
4610
Miller Equity Capital Advisors
Texas
$221M +$28.2M +15% 11.4% 23.7% 52
JA
4611
JVL Associates
Michigan
$221M +$26.9M +14% 12.3% 61.5% 44
CRA
4612
Clear Rock Advisors
Texas
$221M – – 10% – 72
FPGT
4613
Financial Partners Group (Tennessee)
Tennessee
$221M +$12.7M +6% 9.66% – 84
DWA
4614
Delap Wealth Advisory
Oregon
$221M +$117M +113% 9.36% – 96
RC
4615
Rovin Capital
Arizona
$221M +$3.87M +2% 10% 57.6% 148
IAM
4616
Infusive Asset Management
New York
$221M +$66.1M +43% 12.8% 67.6% 20
WA
4617
Win Advisors
Florida
$220M +$16.2M +8% 10.1% 77.8% 90
JWS
4618
Juncture Wealth Strategies
Arizona
$220M +$15.7M +8% 9.11% 50.3% 121
SFS
4619
Stiles Financial Services
Minnesota
$220M +$27.4M +14% 12.8% 83.8% 181
EWM
4620
Elevatus Welath Management
New York
$220M +$109M +99% 18% – 108
SCI
4621
Silver Coast Investments
United States
$220M – – 7.88% – 74
CSIA
4622
Conrad Siegel Investment Advisors
Pennsylvania
$220M +$26.3M +14% 10.5% 49.5% 32
FSCM
4623
First Sabrepoint Capital Management
Texas
$220M +$4.35M +2% 12.5% 85.6% 53
ML
4624
Mayport LLC
Massachusetts
$220M +$38.2M +21% 9.65% 49.4% 81
VSCP
4625
Vesey Street Capital Partners
New York
$220M +$19.4M +10% 9.5% 18.5% 1
183 184
185
186 187