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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ACL
6151
Applied Capital LLC
Florida
$106M +$4.69M +5% 5.98% – 82
KWM
6152
Kolinsky Wealth Management
New Jersey
$105M +$11.2M +12% 11% 45.2% 149
CS
6153
Crescent Sterling
Louisiana
$105M +$2.47M +2% 3.82% – 80
DSCM
6154
Del-Sette Capital Management
New York
$105M +$3.83M +4% 5.24% 85.3% 30
SA
6155
SFI Advisors
New Jersey
$105M +$5.68M +6% 5.94% 54.5% 81
UWM
6156
Udine Wealth Management
Florida
$105M +$40.5M +62% 12.2% 125% 27
ABP
6157
Arthur B. Page
$105M -$1.47M -1% 7.89% 40.4% 50
SL
6158
Stevard LLC
Illinois
$105M -$1.19M -1% 1.87% – 46
CNWM
6159
Clay Northam Wealth Management
California
$105M +$7.9M +8% 10.5% 85.6% 83
EI
6160
EDMP Inc
Florida
$105M +$5.1M +5% 4.08% 61% 66
EG
6161
Ellerson Group
Maryland
$105M +$12.7M +14% 8.31% – 50
RSA
6162
River Street Advisors
Illinois
$105M +$3.16M +3% 7.22% – 111
NRWA
6163
North Ridge Wealth Advisors
Oregon
$105M +$4.71M +5% 2.72% – 42
JRCM
6164
Jones Road Capital Management
New York
$105M -$4.38M -4% 4.24% 50.8% 45
WFS
6165
Widmann Financial Services
Maryland
$105M +$5.34M +5% 4.38% 54.8% 88
MWM
6166
Massachusetts Wealth Management
Massachusetts
$105M +$7.56M +8% 4.67% – 83
HFW
6167
Horizon Family Wealth
Illinois
$105M +$10.1M +11% 7.24% 62.7% 66
NI
6168
NetEase Inc
China
$104M +$24.4M +31% 49.1% 689% 2
BCM
6169
BlueMar Capital Management
Florida
$104M -$2.99M -3% 4.01% 27.3% 24
SAM
6170
Steinberg Asset Management
New York
$104M +$5.61M +6% 0.15% 84.4% 38
WEPOG
6171
Wealth Enhancement & Preservation of GA
Georgia
$104M +$20.7M +25% 7.9% 82.9% 51
HA
6172
Hofer & Associates
California
$104M +$4.19M +4% 6.18% 52.8% 56
CI
6173
CPR Investments
Michigan
$104M +$145K +0.1% 3.06% 46.6% 53
NBT
6174
Northwest Bank & Trust
Iowa
$104M – – 11.6% – 201
MFA
6175
Morling Financial Advisors
California
$104M +$11.3M +12% 8.35% 106% 86
245 246
247
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