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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ECM
6376
Empirical Capital Management
Tennessee
$141M +$8.18M +6% 1.2% – 14
HWP
6377
Hibernia Wealth Partners
Louisiana
$141M +$10M +8% 0.49% – 58
CI
6378
Corient IA
Florida
$141M – – 0.29% – 291
MA
6379
Minerva Advisors
Pennsylvania
$141M -$30.3M -18% 4.2% 111% 57
WFL
6380
Wealth Forward LLC
North Dakota
$141M -$1.2M -0.8% 0.69% – 31
SIM
6381
Sterling Investment Management
Arizona
$140M +$13.1M +10% 4.26% 39.6% 59
JRCM
6382
Jones Road Capital Management
New York
$140M -$4.89M -3% 2.38% 50.8% 37
ACM
6383
Andina Capital Management
Utah
$140M +$17.7M +14% 0.77% – 165
TWM
6384
Trevian Wealth Management
Massachusetts
$140M +$4.83M +4% 3.99% 107% 29
OIM
6385
Opus Investment Management
Massachusetts
$140M +$4.88M +4% 1.43% 31.9% 30
FA
6386
Financial Alternatives
California
$140M -$1.53M -1% 0.4% – 81
EC
6387
EdgeRock Capital
Colorado
$140M -$12.3M -8% 3.63% 60.8% 73
COA
6388
Charter Oak Advisors
New York
$140M -$16.1M -10% 6.54% – 17
MCA
6389
Martin Capital Advisors
Texas
$140M -$15M -10% 6.5% 107% 70
KFS
6390
Keynote Financial Services
Connecticut
$140M +$9.67M +7% 4.51% – 162
ACM
6391
Aryeh Capital Management
Ontario, Canada
$140M -$26.8M -16% 4.97% 62% 13
SMF
6392
Sterling Manor Financial
New York
$140M -$3.37M -2% 0.24% 44.9% 30
SI
6393
Sapience Investments
California
$140M -$31.3M -18% 8.54% 41.9% 91
WPA
6394
Wealth Preservation Advisors
Tennessee
$140M – – 6.12% – 562
KRW
6395
Kaufman Rossin Wealth
Florida
$140M +$42.7M +44% 2.33% – 153
RLWM
6396
RF&L Wealth Management
Massachusetts
$140M -$1.57M -1% 1.99% – 60
CV
6397
Counterweight Ventures
North Carolina
$140M -$1.93M -1% 2.24% – 71
TP
6398
Teca Partners
Texas
$139M -$17.5M -11% 4.28% 114% 14
AI
6399
Arrien Investments
Idaho
$139M -$840K -0.6% 2.5% – 36
MWM
6400
Magnolia Wealth Management
Alabama
$139M -$4.43M -3% 1.94% – 13
254 255
256
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