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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SS
5651
Sound Stewardship
Kansas
$165M -$305K -0.2% 0.46% – 62
DWM
5652
Dopkins Wealth Management
New York
$164M -$1.55M -0.9% 0.02% 49.5% 86
HG
5653
Herbst Group
Connecticut
$164M +$2.88M +2% 4.48% 111% 66
RDIA
5654
RE Dickinson Investment Advisors
Iowa
$164M +$4.33M +3% 1.97% 2.26% 239
RA
5655
Regis Acquisition
Colorado
$164M -$310K -0.2% 0.39% – 43
WW
5656
Windle Wealth
Oklahoma
$164M +$7.01M +4% 5.08% – 30
PF
5657
Prosperitas Financial
California
$164M +$7.93M +5% 5.7% – 60
HP
5658
HealthInvest Partners
Sweden
$164M -$349K -0.2% 1.01% – 47
UFAC
5659
Urban Financial Advisory Corp
Illinois
$164M +$1.07M +0.7% 0.82% – 26
OPPS
5660
Obsidian Personal Planning Solutions
Maryland
$164M +$11.5M +8% 0.7% 41.2% 104
PM
5661
Penbrook Management
New York
$164M +$2.49M +2% 5.45% 84.4% 107
SIAM
5662
Sterling Investment Advisors (Missouri)
Missouri
$164M -$6.76M -4% 0.01% 30% 33
LA
5663
Latitude Advisors
Florida
$164M +$3.8M +2% 4.05% 56.9% 194
GEH
5664
General Equity Holdings
New York
$164M +$43.3M +36% 37.8% 1,373% 6
XXIP
5665
Xiamen Xinweidachuang Investment Partnership
China
$164M -$113M -41% 41% 29.2% 1
PGF
5666
Plan Group Financial
Oklahoma
$164M +$11.2M +7% 0.55% – 107
RF
5667
RHS Financial
California
$163M -$8.21M -5% 1.89% 38% 110
FHWM
5668
Fox Hill Wealth Management
Massachusetts
$163M +$14.9M +10% 9.57% – 145
CWM
5669
CarsonAllaria Wealth Management
Illinois
$163M +$4.4M +3% 0.8% 38.8% 431
VCM
5670
Viewpoint Capital Management
Washington
$163M +$6.07M +4% 3.95% 109% 143
ICP
5671
Indus Capital Partners
New York
$163M +$2.48M +2% 11.2% 60.5% 5
CCP
5672
Clarity Capital Partners
California
$163M +$11.3M +7% 5.91% – 140
NAM
5673
NewGen Asset Management
Ontario, Canada
$163M -$22.9M -12% 14.1% 156% 41
LHCM
5674
Lloyd Harbor Capital Management
New York
$163M +$22.2M +16% 1.86% – 19
FFA
5675
Fortune Financial Advisors
Kansas
$163M +$5.41M +3% 1.71% – 131
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