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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NF
6526
NavPoint Financial
Minnesota
$124M +$8.91M +8% 7.04% – 46
EPCA
6527
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 19.9% 43.1% 54
DWM
6528
Dopkins Wealth Management
New York
$124M -$40.7M -25% 6.54% 49.5% 89
WDOM
6529
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 11% – 1
DG
6530
DMC Group
Alabama
$124M +$6.9M +6% 6.34% 67.7% 136
PHIC
6531
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 6.05% 72.3% 113
ACP
6532
Acuta Capital Partners
California
$123M +$4.83M +4% 25.7% 1,554% 49
TWCA
6533
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 5.47% – 74
SCM
6534
Spring Capital Management
Texas
$123M -$3.43M -3% 10.5% 66.7% 30
BTC
6535
Bank & Trust Company
Illinois
$123M +$5.42M +5% 6.31% – 288
BCM
6536
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 6.75% 78.9% 25
TC
6537
Tsai Capital
New York
$123M +$21.5M +21% 3.17% 81.6% 25
ONST
6538
Old North State Trust
North Carolina
$123M +$7.21M +6% 7.11% – 135
CWM
6539
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 7.11% 29.7% 48
OWG
6540
Oxford Wealth Group
Florida
$123M -$22.6M -16% 4.82% – 71
GWA
6541
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 6.26% – 38
DWS
6542
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 5.81% – 247
SFG
6543
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 6.84% – 14
RA
6544
RiverPark Advisors
New York
$122M +$1.62M +1% 6.05% 113% 146
JAIC
6545
Josh Arnold Investment Consultant
Minnesota
$122M +$4.33M +4% 9.14% 117% 30
FCT
6546
First Community Trust
Iowa
$122M +$5.43M +5% 4.34% 73.4% 319
GPW
6547
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 5.06% – 88
CA
6548
Cannon Advisors
North Carolina
$122M – – 5.06% – 71
EB
6549
Exchange Bank
California
$122M +$4.6M +4% 7.64% – 115
CGF
6550
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 8.1% – 33
260 261
262
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