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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TCPG
5751
Trivant Custom Portfolio Group
California
$157M +$7.12M +5% 11.7% – 220
RCM
5752
Regency Capital Management
Hawaii
$157M +$8.39M +6% 8.89% 62.3% 58
VCS
5753
Vaughan & Co Securities
New Jersey
$157M +$8.04M +5% 6.21% 45.4% 57
AFS
5754
Axiom Financial Strategies
Indiana
$157M +$2.99M +2% 6.34% 37.1% 37
GWM
5755
GoalFusion Wealth Management
Texas
$157M +$10.3M +7% 5.59% 31.5% 31
WW
5756
Windle Wealth
Oklahoma
$157M +$14.4M +10% 9.56% – 30
TWM
5757
TLW Wealth Management
Florida
$157M +$16.6M +12% 13.8% 106% 21
ACM
5758
Absolute Capital Management
Pennsylvania
$157M +$46.8M +42% 9.6% 56.5% 117
GP
5759
Gridiron Partners
Pennsylvania
$157M +$15.2M +11% 2.1% – 63
PC
5760
Permit Capital
Pennsylvania
$157M -$134M -46% 8.13% 41.7% 27
NIP
5761
Norwood Investment Partners
California
$157M +$11.4M +8% 7.43% 74.9% 15
SCM
5762
Semanteon Capital Management
Massachusetts
$157M +$8.44M +6% 7.68% – 342
PSB
5763
Passumpsic Savings Bank
Vermont
$156M – – 16.1% – 96
MVP
5764
Miller Value Partners
Florida
$156M -$12M -7% 7.65% 93.7% 47
RHDIC
5765
R.H. Dinel Investment Counsel
California
$156M +$9.95M +7% 8.66% 52.7% 55
LA
5766
Lakeside Advisors
Washington
$156M +$12.3M +9% 11.4% 78.6% 65
KC
5767
Kades & Cheifetz
Pennsylvania
$156M +$15.1M +11% 4.37% – 90
PFWA
5768
Paces Ferry Wealth Advisors
Georgia
$156M +$12.4M +9% 10.7% 83.7% 118
PI
5769
Pelion Inc
Utah
$156M -$17.3M -10% 9.32% 13.8% 4
PF
5770
Prosperitas Financial
California
$156M +$20.3M +15% 12% – 62
AFO
5771
Arrowroot Family Office
California
$156M +$14.7M +10% 7.11% – 129
BMA
5772
Brooks Moore & Associates
Tennessee
$156M +$10.4M +7% 8.78% 49.3% 92
HFS
5773
Horizon Financial Services
North Carolina
$156M +$14M +10% 4.3% 27.8% 266
KHC
5774
Koesten Hirschmann & Crabtree
Kansas
$156M +$11.8M +8% 7.51% – 231
KAM
5775
Kinney Asset Management
Illinois
$156M +$10.9M +8% 15.2% – 4
229 230
231
232 233