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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JCG
6051
John C. Goff
$77.4M -$5.91M -7% 4.9% – 23
DOFI
6052
DCVC Opportunity Fund II
California
$77.3M +$9.36M +14% 17.6% – 5
VWM
6053
Vigilare Wealth Management
Arizona
$77.3M -$14.8M -16% 4.83% 40.4% 121
IV
6054
Industry Ventures
California
$77.2M -$17M -18% 7.1% 38.1% 12
GIA
6055
G2VP I Associates
California
$77.2M +$14.4M +23% 22.9% – 1
YMRC
6056
Yorktown Management & Research Company
Virginia
$77.2M -$380K -0.5% 2.77% 167% 233
SWM
6057
Sanctuary Wealth Management
Idaho
$77.1M -$4.44M -5% 3.07% – 34
KCM
6058
KLK Capital Management
California
$77.1M – – 1.21% – 49
ACM
6059
Alight Capital Management
New York
$77.1M -$13M -14% 2.91% 288% 54
PAIA
6060
Park Avenue Institutional Advisers
New York
$77M +$6.06M +9% 4.48% 5.14% 8
ULWM
6061
Upper Left Wealth Management
Florida
$77M -$9.43M -11% 9.63% 30.8% 52
NWMG
6062
National Wealth Management Group
Ohio
$76.9M -$2.41M -3% 3.46% 54.2% 159
RWA
6063
Redmont Wealth Advisors
Illinois
$76.9M -$5.1M -6% 3.73% 19.1% 111
SA
6064
SRH Advisors
Kansas
$76.8M -$4.27M -5% 5.69% 40.9% 323
MVA
6065
Mount Vernon Associates
Maryland
$76.8M -$5.25M -6% 2.86% 112% 53
OCM
6066
Once Capital Management
New York
$76.7M -$1.8M -2% 1.15% 334% 23
WAM
6067
Watershed Asset Management
California
$76.7M -$4.12M -5% 6.21% – 160
RCP
6068
Reverence Capital Partners
New York
$76.6M -$6.62M -8% 7.95% 6.3% 1
OIM
6069
Orca Investment Management
Oregon
$76.6M -$31.5M -29% 6.55% 71.1% 59
PWMG
6070
Provence Wealth Management Group
California
$76.6M +$415K +0.5% 5.7% – 56
EMCIP
6071
Ewing Morris & Co Investment Partners
Ontario, Canada
$76.5M -$71M -48% 10.5% 39% 21
PMAM
6072
Penn Mutual Asset Management
Pennsylvania
$76.4M +$2.23M +3% 7.48% 35.8% 72
SPWM
6073
Spartan Planning & Wealth Management
North Carolina
$76.4M +$1.48M +2% 0.52% – 129
CCM
6074
Community Capital Management
Florida
$76.4M -$5.97M -7% 5.11% 56.2% 81
RA
6075
Ratos AB
Sweden
$76.4M – – 17.6% – 1
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