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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MA
6926
Marquette Associates
Illinois
$121M -$18.3M -13% 2.28% – 44
XI
6927
XXEC Inc
Oklahoma
$121M -$11.8M -9% 3.26% 57.4% 22
BAWM
6928
Bennett Associates Wealth Management
Pennsylvania
$121M -$1.59M -1% 3.08% – 51
KCAM
6929
Kagan Cocozza Asset Management
New Jersey
$120M – – 1.77% – 63
BWM
6930
BCO Wealth Management
New Mexico
$120M – – 2% – 34
PWM
6931
Parkworth Wealth Management
California
$120M – – 1.86% – 1,271
FCMV
6932
Foresite Capital Management V
California
$120M -$23.7M -16% 7.59% 66.8% 6
PWM
6933
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 3.71% – 189
CCM
6934
Collar Capital Management
Wisconsin
$120M – – 16% – 75
SR
6935
Summer Road
Florida
$120M -$6.86M -5% 1.92% 132% 29
TIAM2
6936
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 0.23% – 87
OIM
6937
Oder Investment Management
California
$120M +$3.66M +3% 12.4% 95.9% 96
AIA
6938
Affinity Investment Advisors
California
$120M -$25.7M -18% 3.47% 103% 151
RIA
6939
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 0.65% 51% 104
SFG
6940
Synergy Financial Group
California
$120M +$14.6M +14% 12% 192% 104
SFSG
6941
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 4.76% 25% 102
AIC
6942
Allodium Investment Consultants
Minnesota
$120M – – 3.44% – 47
NL
6943
NDWM LLC
California
$120M -$1.68M -1% 2.29% – 34
SKK
6944
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 0.64% 33% 59
SA
6945
Seneschal Advisors
Washington
$120M – – 0.59% – 36
JPT
6946
Jordan Park Trust
New Hampshire
$120M – – 8.77% – 12
SRSA
6947
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 4.14% 27.1% 40
BRF
6948
B. Riley Financial
California
$120M -$30.2M -20% 18.4% 28.7% 20
IC
6949
Immersion Capital
United Kingdom
$120M -$63.8M -35% 4.92% 88.6% 9
LA
6950
LPF Advisors
Florida
$120M +$2.65M +2% 1.52% – 38
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