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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIAS
5326
Summit Investment Advisory Services
Minnesota
$140M +$57.9M +70% 5.38% – 54
WFC
5327
Western Financial Corp
California
$140M -$13.8M -9% 4.77% 80.1% 126
TCM
5328
Tieton Capital Management
Washington
$140M -$11M -7% 10.6% 158% 32
AWS
5329
Arkfeld Wealth Strategies
Nebraska
$140M -$11.5M -8% 5.44% 68.3% 77
WSWA
5330
Warren Street Wealth Advisors
California
$140M +$15.9M +13% 5.94% 53.8% 78
RWP
5331
Ridgecrest Wealth Partners
California
$140M +$8.66M +7% 7.12% 69.7% 99
HFA
5332
Harbert Fund Advisors
Alabama
$140M +$24.1M +21% 15.7% 56.2% 56
RFP
5333
Root Financial Partners
California
$140M – – 5.53% – 62
SC
5334
Scholtz & Company
Connecticut
$140M -$1.19M -0.8% 5.62% 111% 51
BAM
5335
Byrne Asset Management
New Jersey
$140M +$2M +1% 7.25% 80.8% 663
TCPG
5336
Trivant Custom Portfolio Group
California
$140M – – 4.96% – 208
PHM
5337
Prospect Hill Management
New Jersey
$140M +$27.9M +25% 27.5% 99.3% 16
TGI
5338
TRV GP IV
Massachusetts
$140M -$95.3M -41% 12.5% 263% 5
MAM
5339
MMA Asset Management
Pennsylvania
$140M +$17.2M +14% 4.61% 44.2% 103
IIA
5340
Integral Investment Advisors
California
$140M +$10.7M +8% 6.88% 51.5% 86
MFG
5341
Monumental Financial Group
Maryland
$140M +$15.8M +13% 5.53% 18.2% 79
SCI
5342
Stableford Capital II
Arizona
$140M -$44.8M -24% 5.42% 47.4% 171
SFG
5343
Sowa Financial Group
Rhode Island
$140M +$5.75M +4% 6.88% 52.5% 36
RGF
5344
Retirement Guys Formula
Ohio
$140M +$17.7M +14% 5.46% 55.2% 125
FGI
5345
Foresight Global Investors
New York
$140M – – 1.56% – 34
CPSC
5346
Carl P. Sherr & Co
Massachusetts
$140M +$7.81M +6% 5.62% 62.9% 116
CRAM
5347
Compass Rose Asset Management
New York
$140M – – 1.09% – 4
AL
5348
ADE LLC
Maryland
$139M +$8.12M +6% 5.03% 40.1% 82
LAM
5349
Lynch Asset Management
Pennsylvania
$139M +$23.3M +20% 22.3% 196% 53
RBGI
5350
Ribbit Bullfrog GP II
California
$139M +$26.8M +24% 24.6% – 4
212 213
214
215 216