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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIM
6026
Chapman Investment Management
California
$131M +$13.2M +11% 14.9% 97.9% 36
SCP
6027
Sivia Capital Partners
California
$131M – – 13.8% – 186
MFA
6028
McClarren Financial Advisors
Pennsylvania
$131M +$16.5M +14% 11.1% 49.4% 433
AW
6029
Apricus Wealth
South Carolina
$131M +$16.9M +15% 7.02% 62.2% 89
MWA
6030
Mills Wealth Advisors
Texas
$131M +$6.32M +5% 5.66% – 54
OCM
6031
Objective Capital Management
Ohio
$131M +$18.5M +16% 11.1% – 122
RAM
6032
Robocap Asset Management
United Kingdom
$131M +$26.2M +25% 23.8% – 26
AIMA
6033
Ables Iannone Moore & Associates
Georgia
$131M – – 11.6% – 309
FCM
6034
Fogel Capital Management
Florida
$131M – – 9.5% – 33
MHWM
6035
Montz Harcus Wealth Management
Louisiana
$131M +$13.9M +12% 11.8% 70.6% 59
EIM
6036
Ervin Investment Management
Washington
$131M +$11.6M +10% 9.19% 83.5% 36
BFS
6037
Burr Financial Services
California
$131M – – 18% – 34
HFCII
6038
H&F Corporate Investors IX
California
$131M -$19.6M -13% 13% – 1
PTCG
6039
Pring Turner Capital Group
California
$131M +$11.4M +10% 10.9% 64.9% 66
PVAMC
6040
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 9.53% – 41
LAM
6041
Lummis Asset Management
Texas
$131M – – 8.85% – 174
FW
6042
Fairway Wealth
Ohio
$131M – – 9.45% – 74
DWM
6043
Defined Wealth Management
Oregon
$131M +$13.4M +11% 11% 56.2% 103
BGA
6044
Battery Global Advisors
Massachusetts
$131M – – 12.5% – 41
BAG
6045
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 7.42% – 84
KAM
6046
Kopion Asset Management
Texas
$130M +$18.3M +16% 18.6% 95.6% 19
SC
6047
Seldon Capital
California
$130M +$23M +21% 14% 343% 63
JHWEPV
6048
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 125% 131% 1
FHWM
6049
Fox Hill Wealth Management
Massachusetts
$130M – – 12.3% – 138
APS
6050
American Planning Services
Florida
$130M -$20.1M -13% 6.7% 23.8% 49
240 241
242
243 244