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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DFA
6001
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 0.55% 46.1% 103
BFS
6002
Burr Financial Services
California
$143M +$15.1M +12% 20.9% – 34
PTCG
6003
Pring Turner Capital Group
California
$143M +$6.07M +4% 1.27% 64.9% 72
SAG
6004
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 4.62% – 268
SP
6005
Successful Portfolios
Florida
$143M -$3.44M -2% 4.77% 69.6% 172
OM
6006
OV Management
Minnesota
$143M +$5.21M +4% 6.04% – 65
ALWM
6007
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 0.57% 45.6% 27
MWM
6008
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 2.27% – 202
CWM
6009
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 4.32% 29.7% 50
DIS
6010
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 0.13% 86.2% 51
PCM
6011
Presidio Capital Management
California
$143M +$5.9M +4% 0.37% 44.2% 68
NCM
6012
Northland Capital Management
Minnesota
$143M -$10.8K -0% 0.33% 23.3% 32
LC
6013
Lakehouse Capital
Australia
$143M +$14.2M +11% 7.72% 187% 15
CI
6014
Carroll Investors
South Carolina
$143M +$9.89M +7% 10.9% 206% 26
DCI
6015
Data Collective IV
California
$143M +$27.4M +24% 24.2% 278% 6
EAM
6016
Exane Asset Management
France
$143M +$13M +10% 9.08% 70.5% 21
CA
6017
Carson Advisory
Georgia
$143M +$354K +0.2% 1.28% 55.2% 181
CTFG
6018
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 4.9% – 104
PS
6019
Pennant Select
New Jersey
$142M +$9.52M +7% 12.3% – 11
SFG
6020
SVB Financial Group
Texas
$142M -$38.9M -21% 15% – 13
SWMG
6021
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 0.13% – 49
JCFM
6022
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 8.49% – 106
EA
6023
Echo45 Advisors
California
$142M +$3.37M +2% 1.14% 37% 53
MSAGDF
6024
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 3.32% 33.1% 26
APS
6025
American Planning Services
Florida
$142M +$3.65M +3% 4.08% 23.8% 54
239 240
241
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