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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CI
6976
CPR Investments
Michigan
$113M +$1.92M +2% 1.25% 46.6% 45
AGP
6977
Aspire Growth Partners
Florida
$113M +$10.5M +10% 2.53% – 116
BF
6978
bLong Financial
Tennessee
$113M -$8.75M -7% 2.38% – 84
SF
6979
Seek First
California
$113M – – 5.45% – 53
HAM
6980
Hickory Asset Management
Ohio
$113M -$5.13M -4% 2.71% – 92
LWM
6981
Lionsbridge Wealth Management
Florida
$112M -$6.64M -6% 0.58% 46.2% 66
USWIA
6982
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 1.73% – 89
SIA
6983
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 1.85% – 59
OCM
6984
Octahedron Capital Management
California
$112M +$7.07M +7% 5.98% 126% 23
VWM
6985
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 0.11% – 26
BCM
6986
Barden Capital Management
Texas
$112M -$4.18M -4% 1.24% 74.1% 63
PCC
6987
Park Circle Company
Maryland
$112M +$2.23M +2% 5.1% 54% 111
EVC
6988
Emeth Value Capital
Louisiana
$112M -$11.8M -10% 3.41% – 6
SPC
6989
Square Peg Capital
Australia
$112M +$3.17M +3% 6.45% – 10
TWA
6990
Trace Wealth Advisors
California
$112M +$620K +0.6% 1.2% – 59
NA
6991
NVP Associates
California
$112M -$74.8M -40% 16.3% – 7
SOWAS
6992
Silver Oak Wealth Advisors Services
California
$112M -$3.45M -3% 0.33% – 40
AWA
6993
Arbor Wealth Advisors
Michigan
$112M -$123K -0.1% 0.57% – 52
NIP
6994
Norwood Investment Partners
California
$112M -$28M -20% 9.44% 74.9% 16
SFSG
6995
Sound Financial Strategies Group
Mississippi
$112M -$7.86M -7% 1.96% 25% 109
CWMS
6996
Cannon Wealth Management Services
North Carolina
$112M -$4M -3% 1.24% – 81
CF
6997
Cyr Financial
Illinois
$112M +$2.26M +2% 0.66% – 57
RWM
6998
Riverbend Wealth Management
South Carolina
$112M -$490K -0.4% 2.55% – 124
OWM
6999
Orca Wealth Management
Florida
$112M +$642K +0.6% 1.84% – 67
EAM
7000
Exome Asset Management
New York
$112M -$21.3M -16% 6.4% – 78
278 279
280
281 282