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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PCMK
5701
Paragon Capital Management (Kansas)
Kansas
$187M -$6.7M -3% 2.45% 64.7% 61
SCM
5702
Semanteon Capital Management
Massachusetts
$186M +$39.5M +27% 2.61% – 339
MSFP
5703
Mark Sheptoff Financial Planning
Connecticut
$186M -$1.81M -1% 6.68% 74.7% 453
CIS
5704
Custom Index Systems
New York
$186M +$1.65M +0.9% 1.81% – 280
EBWM
5705
Eagle Bluffs Wealth Management
Missouri
$186M +$570K +0.3% 0.99% 62.2% 76
MWA
5706
Motive Wealth Advisors
Michigan
$186M +$19.7M +12% 0.48% 55.9% 76
BM
5707
Bridger Management
New York
$186M -$13.8M -7% 1.12% 157% 33
PCS
5708
Private Client Services
Kentucky
$186M +$109K +0.1% 0.52% – 197
SIP
5709
Sellwood Investment Partners
Oregon
$186M – – 1.81% – 55
WI
5710
Wafra Inc
New York
$186M -$52.7M -22% 21.4% 13.9% 2
SPA
5711
Shore Point Advisors
New Jersey
$186M -$794K -0.4% 2.73% 35.6% 65
UOMF
5712
University of Massachusetts Foundation
Massachusetts
$186M -$47.2M -20% 1.64% 53.6% 4
CW
5713
Curio Wealth
Maryland
$186M – – 1.89% – 304
RCAP
5714
Resolute Capital Asset Partners
Colorado
$186M -$6.25M -3% 10.8% 424% 48
CWA
5715
Carolina Wealth Advisors
South Carolina
$186M -$10.7M -5% 0.44% 49% 363
BDL
5716
Banque de Luxembourg
Luxembourg
$186M – – 1.38% – 82
AA
5717
ACT Advisors
North Carolina
$186M -$26.1M -12% 1.25% 63% 65
BDCM
5718
Black Diamond Capital Management
Connecticut
$186M +$16.9M +10% 6.13% 28.2% 15
CP
5719
Castleview Partners
Texas
$186M +$12.3M +7% 1.19% 47.4% 623
RA
5720
Rosalind Advisors
Ontario, Canada
$186M +$34.9M +23% 27.2% – 47
OAS
5721
Optivise Advisory Services
Tennessee
$186M -$4.49M -2% 1.54% – 191
VPF
5722
Vantage Point Financial
Illinois
$186M – – 1% – 122
6F
5723
626 Financial
Michigan
$185M +$5.25M +3% 1.84% 71.4% 116
RFS
5724
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 2.05% – 40
RWRC
5725
R.W. Roge & Company
New York
$185M -$1.83M -1% 0.12% 54.1% 51
227 228
229
230 231