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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
5226
Spreng Capital Management
Ohio
$193M +$7.53M +4% 4.29% 66.1% 92
BWM
5227
Baron Wealth Management
Michigan
$193M +$4.61M +2% 2.61% – 200
CI
5228
Chartist Inc
California
$193M -$2.16M -1% 3.81% – 28
FCG
5229
Financial Connections Group
California
$193M +$101M +111% 1.9% 46.8% 350
FNBSF
5230
First National Bank Sioux Falls
South Dakota
$193M +$9.55M +5% 0.21% 54.5% 131
FWP
5231
Family Wealth Partners
North Carolina
$193M +$16.2M +9% 1.31% – 42
PBO
5232
Peoples Bank (Ohio)
Ohio
$193M +$13.3M +7% 2.53% 54.7% 141
BA
5233
Baugh & Associates
Georgia
$193M +$4.76M +3% 1.77% 47.2% 40
JGCM
5234
Joseph Group Capital Management
Ohio
$193M -$6.98M -3% 0.41% 43.7% 85
I2I
5235
Insight 2811 Inc
Illinois
$193M -$2.03M -1% 0.05% 20.4% 89
BRG
5236
Bay Rivers Group
Virginia
$192M +$10.2M +6% 7.15% 132% 86
BCM
5237
Birch Capital Management
Texas
$192M -$103K -0.1% 1.76% 58.8% 92
OWM
5238
OneAscent Wealth Management
Alabama
$192M -$68.3M -26% 1.17% 35% 185
MPM
5239
Mountaineer Partners Management
New York
$192M -$24.4M -11% 0.39% 113% 16
AA
5240
ACT Advisors
North Carolina
$192M +$9.63M +5% 3.2% 63% 55
SV
5241
Stilwell Value
New York
$192M -$1.02M -0.5% 4.23% 178% 36
HCM
5242
HMS Capital Management
Tennessee
$192M +$11.4M +6% 4.61% 94.6% 113
BCFD
5243
Boit C.F. David
$192M +$8.94M +5% 0.75% 63.5% 130
KC
5244
Kinloch Capital
Virginia
$192M -$2.69M -1% 1.15% 39.1% 81
VU
5245
Valence8 US
Massachusetts
$192M +$120K +0.1% 1.88% – 9
AGDI
5246
Absolute Gestao de Investimentos
Brazil
$192M -$133M -41% 3.65% – 52
CCIA
5247
Cherry Creek Investment Advisors
Colorado
$192M +$6.99M +4% 5.86% 123% 114
GFA
5248
Grunden Financial Advisory
Texas
$192M +$3.5M +2% 0% – 26
RCMF
5249
RK Capital Management (Florida)
Florida
$191M +$26.9M +16% 0.7% – 24
DA
5250
DCF Advisers
Connecticut
$191M +$25.5M +15% 3.74% 75.4% 91
208 209
210
211 212