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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DA
5701
Dover Advisors
Virginia
$162M +$15.8M +11% 2.94% – 129
SCMS
5702
Serenity Capital Management (Singapore)
Singapore
$162M -$17.2M -10% 1.71% – 4
OL
5703
Owen LaRue
Kentucky
$162M +$1.78M +1% 5.21% – 99
KWM
5704
Kanen Wealth Management
Florida
$162M +$4.13M +3% 9.17% 137% 22
EFS
5705
Econ Financial Services
Pennsylvania
$161M +$280K +0.2% 0.99% 8.75% 102
CASB
5706
Cape Ann Savings Bank
Massachusetts
$161M +$1.64M +1% 2.51% 53.2% 88
KFO
5707
Kopp Family Office
Minnesota
$161M -$13.9M -8% 9.52% 32.1% 22
FF
5708
Financial Futures
New Jersey
$161M +$10.4M +7% 0.2% 30.2% 53
V
5709
ViaWealth
Kansas
$161M +$1.28M +0.8% 2.03% – 158
PCM
5710
Pointe Capital Management
Michigan
$161M -$2.32M -1% 2.18% 58.6% 162
RSA
5711
River Street Advisors
Illinois
$161M +$13M +9% 3.55% – 143
DF
5712
Dunhill Financial
United Kingdom
$161M +$26.4M +20% 2.51% – 798
PSFG
5713
Prairie Sky Financial Group
Illinois
$161M -$5.55M -3% 4.31% – 87
NPFS
5714
Novak & Powell Financial Services
Florida
$161M +$27.3M +20% 3.03% – 161
4FG
5715
4Thought Financial Group
New York
$161M +$8.91M +6% 0.99% 31.4% 109
GWM
5716
GoalFusion Wealth Management
Texas
$161M +$3.91M +2% 0.99% 31.5% 32
PPW
5717
PACK Private Wealth
Minnesota
$161M +$1.76M +1% 0.26% 38.8% 44
BI
5718
Berkeley Inc
Idaho
$161M -$4.27M -3% 3.33% 39.4% 72
RFA
5719
Resurgent Financial Advisors
Georgia
$161M -$26.7M -14% 3.69% 72% 203
WAM
5720
Werlinich Asset Management
Connecticut
$161M +$7.51M +5% 6.99% 129% 60
SWA
5721
Sightline Wealth Advisors
Connecticut
$161M +$8.82M +6% 0.03% 37.2% 84
GAM
5722
GEM Asset Management
Michigan
$161M +$11.9M +8% 1.08% – 91
TWM
5723
TLW Wealth Management
Florida
$161M +$3.53M +2% 5.43% 106% 21
HWMT
5724
Heritage Wealth Management (Texas)
Texas
$160M +$6.54M +4% 0.2% – 40
EECFV
5725
EnCap Energy Capital Fund VIII
Texas
$160M -$13.1M -8% 2.91% 20.2% 3
227 228
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