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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GWM
5626
GoalFusion Wealth Management
Texas
$183M -$731K -0.4% 0.19% 31.5% 29
JHA
5627
Jackson Hill Advisors
Texas
$183M -$15.4M -8% 6.07% 111% 12
RWRC
5628
R.W. Roge & Company
New York
$183M -$2.8M -2% 1.24% 54.1% 56
FCMV
5629
Foresite Capital Management VI
California
$183M -$41.9M -19% 15.5% – 14
SMP
5630
Santa Monica Partners
Florida
$183M -$2.66M -1% 9.73% 106% 18
WPEP
5631
Walnut Private Equity Partners
Nebraska
$183M -$5.64M -3% 1.66% 67% 15
MA
5632
Menlo Advisors
California
$182M -$13.7M -7% 2.75% 81.1% 30
WCM
5633
WestBridge Capital Management
Mauritius
$182M -$34M -16% 12.7% 40.6% 1
DFA
5634
DHK Financial Advisors
New Hampshire
$182M +$17.5M +11% 4.79% 46.1% 100
CC
5635
Checkpoint Capital
California
$182M -$14.2M -7% 4.92% – 21
FC
5636
Family CFO
California
$182M +$623K +0.3% 1.25% 41% 96
AFO
5637
Allie Family Office
Florida
$182M +$2.06M +1% 1.99% 48.7% 101
GWM
5638
Grand Wealth Management
Michigan
$182M +$2.55M +1% 0.39% 42.5% 69
LAM
5639
Lifestyle Asset Management
Texas
$182M -$1.63M -0.9% 2.84% – 126
PWM
5640
Pacific Wealth Management
California
$182M -$7.06M -4% 1.51% 30.5% 21
YP
5641
YANKCOM Partnership
South Dakota
$182M -$5.21M -3% 1.44% – 297
HPCM
5642
Hein Park Capital Management
New York
$182M +$51.5M +40% 4.5% 59% 6
AG
5643
Amiral Gestion
France
$182M +$23.3M +15% 6.25% – 36
HKIMG
5644
Hutchens & Kramer Investment Management Group
Indiana
$182M -$2.53M -1% 0.71% 82.1% 180
CRI
5645
Colonial River Investments
Virginia
$182M -$25M -12% 3.62% 90.3% 267
ICMM
5646
Integrated Capital Management (Michigan)
Michigan
$182M -$6.32M -3% 4.11% – 61
TS
5647
TradeWell Securities
Indiana
$182M -$11.5M -6% 7.54% – 44
MSFP
5648
Mark Sheptoff Financial Planning
Connecticut
$181M -$4.99M -3% 2.29% 74.7% 474
CF
5649
Concorde Financial
Texas
$181M +$13.3M +8% 6.13% 64.4% 36
PCM
5650
Perritt Capital Management
Illinois
$181M -$11.1M -6% 1.14% 70.8% 364
224 225
226
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