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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NI
5551
NCP Inc
California
$195M +$19.3M +11% 9.54% – 142
AC
5552
Applied Capital
Arkansas
$195M +$277K +0.1% 1.82% 42.9% 48
HCA
5553
Hyperion Capital Advisors
New York
$195M -$18.2M -9% 0.69% 105% 132
ACC
5554
Acorn Creek Capital
Colorado
$195M +$6.06M +3% 0.05% – 84
KCM
5555
Kennicott Capital Management
California
$195M -$66.2M -25% 5.72% 81% 45
CFC
5556
Client First Capital
California
$195M +$13.6M +8% 1.55% 33.5% 20
SCM
5557
Segra Capital Management
Florida
$194M -$61.9M -24% 0.45% 148% 10
RWS
5558
Resolute Wealth Strategies
Mississippi
$194M +$1.91M +1% 7.04% – 103
DTC
5559
Davidson Trust Company
Washington
$194M -$338K -0.2% 0.17% 52.3% 158
COA
5560
Crown Oak Advisors
California
$194M +$14.2M +8% 1.17% – 26
LIC
5561
Laurus Investment Counsel
Canada
$194M -$64.4M -25% 3.95% 37.4% 45
TWM
5562
Triton Wealth Management
Arizona
$194M +$18.2M +10% 5.16% – 96
FC
5563
Financial Council
Maryland
$194M +$2.08M +1% 0.6% 66.8% 94
BWA
5564
Boulder Wealth Advisors
Colorado
$194M +$10M +5% 1.93% – 28
I2I
5565
Insight 2811 Inc
Illinois
$194M -$6.86M -3% 3.02% 20.4% 94
SIAS
5566
Summit Investment Advisory Services
Minnesota
$194M +$5.41M +3% 0.89% – 73
CCC
5567
Chelsea Counsel Company
California
$194M -$9.17M -5% 0.2% 54.6% 205
BAM
5568
Bellevue Asset Management
Washington
$194M -$987K -0.5% 1.17% 68% 508
BC
5569
Bowman & Company
Wisconsin
$194M +$3M +2% 0.73% 54.3% 109
LWM
5570
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 0.27% – 160
LA
5571
Lane & Associates
New Jersey
$194M +$9.88M +5% 0.27% – 126
EFP
5572
Envision Financial Planning
Tennessee
$194M +$3.55M +2% 2.52% – 46
TCG
5573
Transcendent Capital Group
Oklahoma
$193M -$1.59M -0.8% 2.48% – 495
BI
5574
Berkeley Inc
Idaho
$193M -$150M -44% 0.62% 39.4% 69
RF
5575
RHS Financial
California
$193M -$5.36M -3% 2.69% 38% 149
221 222
223
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