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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FWM
6476
FMB Wealth Management
California
$109M +$16.3M +17% 10.7% – 63
F4L
6477
Fortune 45 LLC
Louisiana
$109M +$9.48M +9% 10.5% 64.3% 28
HFAS
6478
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 11.8% 55.1% 99
WMRU
6479
William Marsh Rice University
Texas
$109M -$17.2M -14% 5.71% 13.7% 5
PMSA
6480
Patrick M. Sweeney & Associates
Illinois
$109M – – 11.6% – 127
APW
6481
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 1.06% 52% 33
TCM
6482
Tao Capital Management
California
$109M -$19.8M -15% 48.8% 522% 13
LIA
6483
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 8.92% – 70
ECM
6484
Empirical Capital Management
Tennessee
$109M – – 15.6% – 14
QUSVM
6485
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 77.6% 715% 8
KDIA
6486
KPCB DGF II Associates
California
$109M -$18.9M -15% 8.64% 68.6% 2
EWA
6487
Elevate Wealth Advisory
Georgia
$109M – – 7.82% – 110
TC
6488
Tsai Capital
New York
$109M +$4.38M +4% 8.57% 81.6% 24
PIS
6489
POM Investment Strategies
North Carolina
$109M – – 12% – 231
NF
6490
NavPoint Financial
Minnesota
$109M – – 9.01% – 43
AS
6491
American Securities
New York
$109M -$30.7M -22% 26.3% – 1
RC
6492
Rareview Capital
Nevada
$109M – – 8.97% – 38
1CP
6493
17 Capital Partners
Arizona
$109M – – 15.5% – 93
DWA
6494
Dougherty Wealth Advisers
Minnesota
$109M +$22.5M +26% 11.9% 60.8% 130
DM
6495
Delphi Management
Massachusetts
$109M +$11.2M +11% 11.8% – 90
LAM
6496
Lewis Asset Management
California
$109M – – 12.9% – 109
WWWM
6497
White Wing Wealth Management
Texas
$109M – – 8.34% – 24
BWG
6498
Berry Wealth Group
Texas
$109M – – 10.1% – 56
ACL
6499
Applied Capital LLC
Florida
$109M +$8.34M +8% 13.7% – 79
DWS
6500
Dynamic Wealth Strategies
California
$109M – – 7.94% – 245
258 259
260
261 262