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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWM
6251
Dopkins Wealth Management
New York
$92.1M -$9.22M -9% 3.8% 49.5% 39
MCWA
6252
Meadow Creek Wealth Advisors
Georgia
$92.1M -$13.9M -13% 1.47% – 125
TWP
6253
Tower Wealth Partners
Pennsylvania
$92.1M -$6.61M -7% 3.96% 43.6% 53
SSC
6254
Syverson Strege & Co
Iowa
$92M -$43M -32% 3.62% 47.3% 342
1IA
6255
1620 Investment Advisors
Massachusetts
$91.9M +$2.54M +3% 3.79% 46% 124
UWM
6256
Udine Wealth Management
Florida
$91.7M -$5.13M -5% 2.22% 125% 23
TP
6257
Teca Partners
Texas
$91.7M -$27.1M -23% 16.2% 114% 17
LC
6258
Longitude (Cayman)
Cayman Islands
$91.7M -$30.8M -25% 14% 3.98% 48
FW
6259
Fidato Wealth
Ohio
$91.7M -$2.28M -2% 5.68% – 7
MIC
6260
MU Investments Company
Japan
$91.6M -$7.58M -8% 7.53% 40.4% 24
7IH
6261
72 Investment Holdings
Connecticut
$91.4M -$21.3M -19% 14.1% 691% 6
SC
6262
Schubert & Co
Texas
$91.2M -$7.14M -7% 1.89% 86.1% 1,447
JCM
6263
J2 Capital Management
Michigan
$91.2M -$14M -13% 1.35% – 117
SIM
6264
Symetra Investment Management
Connecticut
$91.2M +$20.9M +30% 5.7% 44.7% 3
KCIA
6265
Kingsbury Capital Investment Advisors
Illinois
$90.8M – – 7.02% – 97
SWM
6266
Sanctuary Wealth Management
Idaho
$90.8M -$3.16M -3% 6.55% – 42
CIM
6267
CenturyLink Investment Management
Colorado
$90.7M -$36.2M -29% 4.88% – 1
LP
6268
Lloyd Park
Illinois
$90.7M -$35.5M -28% 4.56% – 108
MAM
6269
Maytree Asset Management
Hong Kong
$90.6M +$14.3M +19% 28.9% 4.35% 20
CFA
6270
Compass Financial Advisors
Indiana
$90.5M -$345K -0.4% 3.17% – 152
TEE
6271
Tibra Equities Europe
United Kingdom
$90.4M -$20.4M -18% 12.6% 143% 40
SA
6272
SRH Advisors
Kansas
$90.1M +$2.11M +2% 0.64% 40.9% 319
AHIA
6273
Andrew Hill Investment Advisors
Florida
$90.1M -$16.9M -16% 1.63% – 231
CFG
6274
CMC Financial Group
Georgia
$89.7M -$95.7M -52% 0.36% 60.6% 44
DOFI
6275
DCVC Opportunity Fund II
California
$89.7M -$110M -55% 40.8% – 4
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