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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SSIM
7226
Sheets Smith Investment Management
Texas
$100M -$17.7M -15% 1.35% – 65
LSC
7227
Lesa Sroufe & Co
Washington
$100M – – 10% – 70
FFG
7228
Fortress Financial Group
Minnesota
$100M -$406K -0.4% 2.77% – 74
OPWM
7229
Oregon Pacific Wealth Management
Oregon
$100M -$1.93M -2% 0.63% – 137
VFP
7230
Vested Financial Planning
California
$100M -$5.49M -5% 1.49% – 25
OIM
7231
Orca Investment Management
Oregon
$100M -$6.28M -6% 2.84% 71.1% 59
NDWM
7232
New Dimensions Wealth Management
Texas
$100M – – 1.25% – 19
TC
7233
Teilinger Capital
Texas
$100M -$31.3M -24% 0.22% 12.8% 18
ACMC
7234
Anchor Capital Management Company
North Carolina
$100M -$15.7M -14% 9.59% – 10
BAWC
7235
Boyce & Associates Wealth Consulting
Texas
$100M +$1.14M +1% 1.63% 39.6% 71
PW
7236
PUREfi Wealth
Massachusetts
$100M -$2.25M -2% 1.81% – 181
MA
7237
Marquette Associates
Illinois
$99.9M -$20.6M -17% 1.18% – 44
RC
7238
Rahlfs Capital
Texas
$99.9M -$1.04M -1% 2.17% – 80
D
7239
Drystone
Virginia
$99.9M -$262K -0.3% 0.89% – 19
DFG
7240
Dynamic Financial Group
Iowa
$99.9M +$1.37M +1% 0.74% – 62
DFC
7241
DBK Financial Counsel
Ohio
$99.8M +$508K +0.5% 1.42% 36.2% 52
STFP
7242
Signal Tree Financial Partners
Ohio
$99.7M +$14.5M +17% 0.63% – 44
CM
7243
CM Management
Florida
$99.5M -$12.5M -11% 5.23% 99.5% 62
ICM
7244
Infini Capital Management
Hong Kong
$99.5M +$20.4M +26% 38.4% – 16
1L
7245
10Elms LLP
Oklahoma
$99.5M +$2.68M +3% 0.39% – 556
NC
7246
Nightview Capital
Texas
$99.5M -$11.2M -10% 8.33% 65.4% 10
WSA
7247
Warm Springs Advisors
California
$99.5M -$8.34M -8% 7.25% – 54
HCVG
7248
H Capital V GP
Cayman Islands
$99.4M +$8.26M +9% 9.07% – 1
ACM
7249
Ascent Capital Management
Oregon
$99.3M +$1.46M +1% 2.74% – 63
NA
7250
Novus Advisors
South Carolina
$99.2M -$1.2M -1% 1.68% – 123
288 289
290
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