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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HFA
4851
HC Financial Advisors
California
$149M -$18.6M -11% 12% 31.2% 375
SI
4852
Salesforce Inc
California
$149M -$72.9M -33% 31.8% 55.4% 5
ACH
4853
Axis Capital Holdings
Bermuda
$149M -$29M -16% 16.2% 62.2% 3
TFA
4854
TPG Financial Advisors
Oregon
$149M -$16M -10% 10.8% – 39
SCM
4855
Sterneck Capital Management
Missouri
$149M -$17.3M -10% 14% 48.1% 105
GAM
4856
Garrison Asset Management
Arkansas
$149M -$28M -16% 12.8% 52.1% 107
DA
4857
DCF Advisers
Connecticut
$149M -$21.3M -13% 6.36% 75.4% 74
GSB
4858
Greenfield Savings Bank
Massachusetts
$149M – – 11.1% 74.7% 138
BWG
4859
Beta Wealth Group
California
$149M -$278K -0.2% 12.3% 34.2% 99
BCM
4860
BlueMar Capital Management
Florida
$149M -$87.1M -37% 13.7% 27.3% 38
SV
4861
Sturgeon Ventures
United Kingdom
$149M -$36.4M -20% 24.1% 85.6% 36
WCM
4862
Wisconsin Capital Management
Wisconsin
$149M -$58.3M -28% 18.7% 145% 54
EA
4863
Eclectic Associates
California
$149M -$8.07M -5% 11.2% 39.4% 76
FW
4864
FirstPurpose Wealth
Utah
$149M +$20.5M +16% 13.3% – 161
RC
4865
Rovin Capital
Arizona
$149M -$39.6M -21% 14.8% 57.6% 133
SFA
4866
Seneca Financial Advisors
New York
$149M -$16M -10% 13.3% 38.8% 48
SP
4867
Successful Portfolios
Florida
$149M -$27M -15% 11.6% 69.6% 213
BA
4868
Baugh & Associates
Georgia
$149M -$21.5M -13% 10.7% 47.2% 40
OCP
4869
OCO Capital Partners
New York
$149M -$22.1M -13% 25.4% 222% 4
HV
4870
HST Ventures
Utah
$148M +$25.3M +21% 18.8% 7.93% 29
ACM
4871
Ativo Capital Management
Illinois
$148M -$46.9M -24% 11.5% 54.8% 129
DCM
4872
Difesa Capital Management
New York
$148M -$8.09M -5% 4.71% – 275
FDS
4873
First Dallas Securities
Texas
$148M -$28.6M -16% 12.5% 132% 123
KC
4874
Kellner Capital
New York
$148M +$14M +10% 2.95% 390% 47
AWMT
4875
AAFMAA Wealth Management & Trust
North Carolina
$148M -$68.6M -32% 17.3% 62.6% 77
193 194
195
196 197