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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WA
2501
Waverly Advisors
Alabama
$269M +$29.7M +12% 2.2% 51.1% 127
SCMC
2502
Serenity Capital Management (Cayman)
Cayman Islands
$269M -$34.8M -11% 15.8% – 6
ANB
2503
Amarillo National Bank
Texas
$269M +$38.8M +17% 1.83% 46.4% 81
AUB
2504
Atlantic Union Bankshares
Virginia
$269M +$6.63M +3% 3.25% 67.9% 140
HL
2505
HeadInvest LLC
Maine
$269M -$13.1M -5% 0.77% 53.3% 140
CII
2506
Chapter IV Investors
North Carolina
$269M -$33.2M -11% 0.75% 3.86% 9
WA
2507
Wintergreen Advisers
New Jersey
$269M +$11.9M +5% 10.3% 25.4% 8
IWM
2508
Integrated Wealth Management
California
$268M -$11M -4% 1.57% – 1,311
KIM
2509
Kestrel Investment Management
California
$268M +$31.7M +13% 12.5% 86.9% 44
CAM
2510
CG Asset Management
New York
$268M +$539K +0.2% 2.29% 62.8% 156
CP
2511
Covalent Partners
Massachusetts
$268M +$13.3M +5% 2.31% 42.9% 39
MCM
2512
Monarch Capital Management
Indiana
$268M +$3.85M +1% 3.47% 49.3% 101
AWM
2513
Avior Wealth Management
Nebraska
$268M +$12.6M +5% 3.42% 55.4% 538
AIM
2514
Anchor Investment Management
South Carolina
$268M +$9.57M +4% 3.04% 58.6% 694
FC
2515
Forte Capital
New York
$267M +$4.4M +2% 0.71% 98.3% 156
LA
2516
Lexington Advisors
New York
$267M +$19.1M +8% 7.62% 27% 6
SFM
2517
Signature Financial Management
Virginia
$266M +$19.4M +8% 3.87% 20.7% 144
OIA
2518
Optimum Investment Advisors
Illinois
$266M -$264K -0.1% 3.19% 92.1% 305
WC
2519
Whitney & Co
New York
$265M +$15.7M +6% 4.32% 84.9% 108
RI
2520
RTW Investments
New York
$265M -$64.2M -19% 5.88% 245% 39
TM
2521
Thrax Management
New York
$265M -$7.07M -3% 0.07% – 220
BWFM
2522
Bridgewater Wealth & Financial Management
Maryland
$264M -$6.95M -3% 0.1% 30.9% 119
SCC
2523
Second Curve Capital
Pennsylvania
$264M +$89.4M +51% 36.9% 159% 25
EWM
2524
Edge Wealth Management
New York
$264M +$28.9M +12% 3.28% 47.6% 553
IB
2525
Intrust Bank
Kansas
$264M +$12.8M +5% 5.86% 80.9% 363
99 100
101
102 103