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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWR
6701
Chico Wealth RIA
California
$106M +$9.76M +10% 7.22% 48.9% 35
SPW
6702
Surience Private Wealth
Washington
$106M +$7.12M +7% 9.88% 159% 42
TCM
6703
Tao Capital Management
California
$106M -$3.77M -3% 0.25% 522% 12
1WM
6704
1858 Wealth Management
Ohio
$105M +$0 0% 9.44% – 121
ACMA
6705
Arbor Capital Management (Alaska)
Alaska
$105M -$27.8M -21% 7.64% 67.8% 132
STT
6706
Singapore Technologies Telemedia
Singapore
$105M -$39.1M -27% 27.1% 8.45% 1
YMRC
6707
Yorktown Management & Research Company
Virginia
$105M +$9.3M +10% 21.2% 167% 246
PM
6708
Plustick Management
Virginia
$105M -$12.4M -11% 5.03% 496% 18
BRF
6709
B. Riley Financial
California
$105M -$51.9M -33% 20.8% 28.7% 22
AC
6710
Aldebaran Capital
Indiana
$105M +$7.35M +8% 10% – 36
PIC
6711
Platt Investment Counsel
Florida
$105M +$8.48M +9% 7.85% 59.1% 11
NI
6712
NDVR Inc
Massachusetts
$105M +$21.4M +26% 9.85% – 111
SWM
6713
Seed Wealth Management
Illinois
$105M +$5.53M +6% 7.64% – 156
BDL
6714
Bey-Douglas LLC
Georgia
$105M +$7.01M +7% 12.9% – 39
ASG
6715
Ariston Services Group
California
$104M +$1.14M +1% 5.76% – 60
EECFI
6716
EnCap Energy Capital Fund IX
Texas
$104M -$58M -36% 15.7% 69.2% 2
RCA
6717
Roberts Capital Advisors
Colorado
$104M – – 13.7% – 89
BFS
6718
Bare Financial Services
Pennsylvania
$104M +$54.4M +110% 6.65% – 158
UOMF
6719
University of Maryland Foundation
Maryland
$104M +$7.72M +8% 8.05% 47.2% 6
RSWA
6720
Robinson Smith Wealth Advisors
Maine
$104M +$2.39M +2% 6.95% – 85
POIA
6721
Pin Oak Investment Advisors
Texas
$104M +$5.37M +5% 7.43% 43.5% 485
AGFIA
6722
Accel Growth Fund IV Associates
California
$104M -$9.95M -9% 8.74% 61.5% 1
QEI
6723
QSV Equity Investors
Illinois
$104M +$1.12M +1% 2.9% – 95
DWRES
6724
Divco West Real Estate Services
California
$104M -$12.4M -11% 10.1% – 5
MWA
6725
Muirfield Wealth Advisors
North Carolina
$104M +$9.42M +10% 10.1% – 63
267 268
269
270 271