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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VM
5076
Valor Management
Illinois
$238M -$2.44M -1% 0.5% 22.7% 4
IFPG
5077
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 10.7% 64.7% 126
CAM
5078
CPA Asset Management
Florida
$238M +$10.7M +5% 4.83% – 86
AIM
5079
Aspen Investment Management
Michigan
$238M +$20.9M +10% 9.82% 57.9% 157
CA
5080
Cumberland Advisors
Florida
$238M +$17.1M +8% 11% 63.5% 51
W
5081
WorthPointe
California
$238M +$18.6M +8% 7.69% 48.1% 105
PVM
5082
Palogic Value Management
Texas
$238M +$10.5M +5% 4.5% – 174
RFMS
5083
RWQ Financial Management Services
Florida
$238M +$86.6M +57% 41.1% 422% 32
VU
5084
Valence8 US
Massachusetts
$238M +$24.3M +11% 10.6% – 14
FZCM
5085
Flynn Zito Capital Management
New York
$238M +$19.7M +9% 10.4% 64.2% 133
MP
5086
Mediatel Partners
Texas
$237M -$6.26M -3% 2.53% 3.27% 3
PIAS
5087
PCA Investment Advisory Services
Ohio
$237M +$48.2M +25% 8.35% – 51
SST
5088
S Squared Technology
New York
$237M +$41.9M +21% 41.1% 160% 36
FFP
5089
Freedom Financial Partners
Minnesota
$237M +$22.5M +10% 7.81% – 80
EI
5090
eCIO Inc
Wisconsin
$237M -$61.7M -21% 1.7% – 507
CWA
5091
Consilium Wealth Advisory
Texas
$237M +$37.6M +19% 14% 94% 101
SM
5092
Samjo Management
New York
$237M +$1.11M +0.5% 4.23% – 60
T
5093
Transce3nd
Texas
$237M +$12.9M +6% 5.37% – 1,298
LODC
5094
Lanham O'Dell & Company
West Virginia
$237M +$64.3M +37% 1.75% 85.4% 41
FDW
5095
Fourth Dimension Wealth
Ohio
$237M +$29.9M +14% 10.2% – 659
HCM
5096
Hall Capital Management
Rhode Island
$237M +$20.9M +10% 7.72% – 96
AWM
5097
Act Wealth Management
Texas
$237M +$15.7M +7% 6.21% 50.1% 58
TWCM
5098
True Wind Capital Management
California
$236M -$53.7M -19% 18.4% 177% 2
DI
5099
Disciplined Investments
Oklahoma
$236M +$18.6M +9% 5.65% 34.3% 130
MPAM
5100
Murphy Pohlad Asset Management
Minnesota
$236M +$638K +0.3% 3.9% 40.9% 124
202 203
204
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