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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFC
6601
Swisher Financial Concepts
Ohio
$104M – – 10.4% – 81
HA
6602
HFG Advisors
Ohio
$104M +$12.4M +14% 11.2% 55.3% 110
SHF
6603
Stage Harbor Financial
Massachusetts
$104M – – 9.03% – 40
DW
6604
Durante & Waters
New York
$104M – – 9.59% – 30
SIA
6605
Schear Investment Advisers
Ohio
$104M +$11M +12% 12.9% – 79
MPCA
6606
Madison Park Capital Advisors
Washington
$104M – – 10.5% – 64
AA
6607
Armor Advisors
New York
$104M +$2.94M +3% 8.72% 42.7% 15
PCC
6608
Park Circle Company
Maryland
$103M -$2.5M -2% 9.59% 54% 114
NWMG
6609
National Wealth Management Group
Ohio
$103M +$11.4M +12% 10.7% 54.2% 164
GB
6610
Gunma Bank
Japan
$103M -$33.9M -25% 7.12% 10.7% 28
ASG
6611
Ariston Services Group
California
$103M – – 10.5% – 53
BSHC
6612
Breed's Hill Capital
Massachusetts
$103M – – 11.5% – 88
SWM
6613
Sanctuary Wealth Management
Idaho
$103M +$11.5M +13% 12.1% – 299
CI
6614
CPR Investments
Michigan
$103M +$10.1M +11% 6.4% 46.6% 46
VWWMG
6615
Vermillion & White Wealth Management Group
Pennsylvania
$103M – – 8.6% – 300
SCM
6616
Segra Capital Management
Florida
$103M -$36.3M -26% 9.93% 148% 5
RFN
6617
Redwood Financial Network
Ohio
$103M +$8.71M +9% 9.49% 60.9% 146
SAI
6618
Savvy Advisors Inc
New York
$103M – – 9.51% – 157
PWS
6619
Precision Wealth Strategies
Missouri
$103M +$10.7M +12% 4.35% 49.1% 103
CIM
6620
Courant Investment Management
Tennessee
$103M +$12.3M +14% 12.1% 80.3% 9
RCM
6621
Richardson Capital Management
Wisconsin
$103M – – 11.1% – 134
SAM
6622
Seelaus Asset Management
New Jersey
$103M +$14.8M +17% 11.9% 87.7% 192
YSP
6623
Yarra Square Partners
New York
$103M +$362K +0.4% 6.55% 58.4% 23
QEI
6624
QSV Equity Investors
Illinois
$103M – – 16.4% – 89
MCM
6625
MidAtlantic Capital Management
Virginia
$103M – – 10.9% – 245
263 264
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