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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NC
6201
Napatree Capital
Rhode Island
$143M +$20M +16% 7.22% – 167
SCA
6202
Sippican Capital Advisors
Massachusetts
$143M +$18.2M +15% 13% 61.7% 121
AMAL
6203
Asset Management Advisors LLC
Oklahoma
$143M +$12.3M +9% 10.9% 75.5% 17
RCM
6204
Richardson Capital Management
Wisconsin
$143M +$13.2M +10% 6.21% – 189
ECM
6205
Empirical Capital Management
Tennessee
$143M +$2.89M +2% 7.31% – 24
FS
6206
Financial Symmetry
North Carolina
$143M +$14.5M +11% 6.41% – 46
VFG
6207
Valley Financial Group
Pennsylvania
$143M +$7.07M +5% 4.95% – 60
EWM
6208
Echo Wealth Management
Minnesota
$143M +$10.4M +8% 5.82% 40.5% 49
DIM
6209
DC Investments Management
Virginia
$143M +$24.4M +21% 5.61% 33.5% 92
ACM
6210
Arosa Capital Management
Florida
$143M +$13.7M +11% 6.98% 54.9% 42
SWP
6211
Semus Wealth Partners
Florida
$143M +$13.4M +10% 6.23% – 128
QM
6212
QVIDTVM Management
Texas
$143M +$17.8M +14% 12.1% 1.78% 8
TP
6213
Teca Partners
Texas
$143M -$750K -0.5% 13.9% 114% 13
OPW
6214
Osprey Private Wealth
New York
$143M – – 8.68% – 49
EFI
6215
EHP Funds Inc
Canada
$143M -$59.7M -30% 3.94% 103% 111
CIM
6216
Caldwell Investment Management
Ontario, Canada
$143M +$9.72M +7% 13.6% 165% 39
WFL
6217
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 6.69% – 32
CAM
6218
Clio Asset Management
Virginia
$142M +$14.4M +11% 10.9% – 14
SCM
6219
Solas Capital Management
Connecticut
$142M -$40.5M -22% 1.16% 50.3% 23
OIM
6220
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 9.79% 31.9% 38
VWA
6221
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 6.1% 47% 76
EC
6222
EdgeRock Capital
Colorado
$142M +$13M +10% 4.45% 60.8% 299
CCM
6223
Crabel Capital Management
California
$142M +$60.7M +75% 4.64% 113% 49
FA
6224
Financial Alternatives
California
$142M +$9.07M +7% 7.08% – 85
LAIC
6225
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 6.86% 76.7% 88
247 248
249
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