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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SA
6601
Sage Advisors
Colorado
$112M +$11.8M +12% 8.01% – 31
IAP
6602
Indie Asset Partners
Indiana
$112M +$1.54M +1% 21% 98% 95
CAAM
6603
Cape Ann Asset Management
United Kingdom
$112M +$1.38M +1% 5.36% 107% 6
OWP
6604
Old Well Partners
North Carolina
$112M +$4.91M +5% 7.94% 93.1% 44
DCM
6605
Davis Capital Management
Florida
$112M +$8M +8% 7.47% – 304
LL
6606
LMDAGG LLC
California
$112M +$13.1M +13% 13.2% – 1
BICM
6607
Breach Inlet Capital Management
South Carolina
$112M +$1.04M +0.9% 6.39% – 12
FW
6608
Fidato Wealth
Ohio
$112M +$6.77M +6% 7.66% – 10
EC
6609
EntryPoint Capital
New York
$112M +$7.22M +7% 2.29% – 1,843
OFA
6610
Oaktree Fund Advisors
California
$111M -$102K -0.1% 1.75% 90.9% 65
LCM
6611
LRT Capital Management
Texas
$111M +$5.25M +5% 9.05% 57% 95
LHWM
6612
Lake Hills Wealth Management
Texas
$111M +$11.2M +11% 8.61% – 56
SLFPAM
6613
St. Louis Financial Planners Asset Management
Missouri
$111M +$3.82M +4% 5.88% – 45
UAML
6614
US Asset Management LLC
Pennsylvania
$111M +$9.95M +10% 14.1% – 133
DWAM
6615
Duncan Williams Asset Management
Tennessee
$111M – – 9.29% – 68
IAM
6616
Impala Asset Management
Florida
$111M +$18.5M +20% 15.2% 49.3% 25
KWM
6617
Koa Wealth Management
California
$111M +$9.64M +10% 7.13% – 52
SL
6618
Stevard LLC
Illinois
$111M +$9.47M +9% 12.2% – 59
BAWM
6619
Bennett Associates Wealth Management
Pennsylvania
$111M +$8.26M +8% 4.95% – 42
IPAM
6620
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 8.92% – 139
KPPF
6621
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 7.78% – 82
SWMG
6622
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 7.67% – 44
MFS
6623
Monetta Financial Services
Illinois
$111M +$5.74M +5% 16% 196% 58
FF
6624
Fox Financial
Pennsylvania
$110M +$5.99M +6% 7.7% – 13
BWA
6625
Blodgett Wealth Advisors
California
$110M +$12.7M +13% 16.4% 120% 65
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