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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PP
5476
Postrock Partners
Oregon
$209M +$7.07M +3% 6.09% – 84
NWM
5477
Napa Wealth Management
California
$209M +$31.4M +18% 7.96% – 196
AIM
5478
Alpine Investment Management
Hong Kong
$209M +$101M +94% 1.35% – 12
MSS
5479
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 8.94% 63% 158
AWM
5480
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 10.1% 68.8% 42
MW
5481
Melia Wealth
Oklahoma
$209M +$14.9M +8% 2.51% – 21
GWS
5482
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 10.5% – 362
ORG
5483
Optimist Retirement Group
Washington
$209M +$8.82M +4% 5.44% – 124
APC
5484
Aristotle Pacific Capital
California
$209M -$95.3M -31% 1.61% 5.99% 6
ICMM
5485
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 9.17% – 63
ACM
5486
Ardent Capital Management
Ohio
$208M -$22.6M -10% 1.17% 82.1% 45
RC
5487
Roubaix Capital
Colorado
$208M +$16.4M +9% 22.8% 153% 73
EB
5488
Emprise Bank
Kansas
$208M +$21.5M +11% 10.7% – 109
MWA
5489
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 9.57% – 206
DWA
5490
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 9.72% – 89
ACM
5491
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 9.68% 76.9% 51
CWA
5492
Continuum Wealth Advisors
New York
$208M +$13.2M +7% 7.73% – 68
HCP
5493
Hamilton Capital Partners
Georgia
$208M +$50.4M +32% 27.1% – 27
SPA
5494
Shore Point Advisors
New Jersey
$208M +$19.3M +10% 8.07% 35.6% 71
MWM
5495
MTC Wealth Management
Florida
$208M +$4.51M +2% 5.33% 22.2% 13
MS
5496
Marshall & Sullivan
Washington
$208M +$11M +6% 7.14% 61% 119
BSA
5497
Bull Street Advisors
Georgia
$208M -$760K -0.4% 1.68% 35.1% 90
DA
5498
DCF Advisers
Connecticut
$208M +$21.7M +12% 13.5% 75.4% 80
TRIA
5499
Trail Ridge Investment Advisors
Colorado
$208M +$13.8M +7% 10.5% 69.5% 108
BCFD
5500
Boit C.F. David
$208M +$8.63M +4% 7.17% 63.5% 129
218 219
220
221 222