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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OCM
6276
Orser Capital Management
Texas
$140M +$6.93M +5% 5.89% 123% 41
CCCPV
6277
Castle Creek Capital Partners VI
California
$140M +$19M +16% 31.3% – 4
SWM
6278
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 5.11% – 36
AIFAIM
6279
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 6% 61.7% 146
LM
6280
Lansing Management
New York
$140M +$38.8M +38% 12.5% 115% 7
RFO
6281
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 6.07% – 86
RAS
6282
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 6.05% – 98
TT
6283
TI-Trust
Illinois
$140M +$9.91M +8% 7.53% 46.4% 127
WCM
6284
Washburn Capital Management
Florida
$140M -$541K -0.4% 4.86% 93.8% 40
EFG
6285
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 5.88% 55.4% 26
MCM
6286
Mork Capital Management
California
$140M +$12M +9% 6.62% 36.6% 107
BWG
6287
Berry Wealth Group
Texas
$140M +$14.3M +11% 8.91% – 101
PWAM
6288
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 7.7% – 114
DWG
6289
Darden Wealth Group
Michigan
$139M -$26.6M -16% 2.56% – 109
CCA
6290
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 6.32% – 79
WA
6291
Westfuller Advisors
New York
$139M – – 4.81% – 82
FWA
6292
FSC Wealth Advisors
New York
$139M +$3.84M +3% 6.09% 37.5% 320
VBCG
6293
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 7.95% 75.8% 118
BSTWA
6294
Blake Schutter Theil Wealth Advisors
Ohio
$139M – – 6.59% – 158
KAM
6295
Kopion Asset Management
Texas
$139M -$2.01M -1% 5.22% 95.6% 19
MA
6296
Marquette Associates
Illinois
$139M +$6.16M +5% 6.2% – 38
MGW
6297
MB Generational Wealth
Washington
$139M +$9.85M +8% 6.62% – 61
LIA
6298
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 7.54% – 815
BCG
6299
BayBridge Capital Group
California
$139M +$11M +9% 6.09% – 102
SRA
6300
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 4.17% – 136
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252
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