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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
2626
Simcoe Capital Management
New York
$680M -$81.9M -11% 3.95% 94.7% 18
TAMH
2627
Taikang Asset Management (HK)
Hong Kong
$680M -$269M -28% 6.59% 114% 121
BEAM
2628
Baker Ellis Asset Management
Washington
$680M -$27.1M -4% 0.24% 59.9% 230
JGUA
2629
John G. Ullman & Associates
New York
$680M -$15.9M -2% 4.21% 60.4% 185
ZAM
2630
Zevin Asset Management
Massachusetts
$679M +$32.8M +5% 0.85% 71.3% 89
QWM
2631
Quadcap Wealth Management
Texas
$679M +$39.8M +6% 1.72% – 409
GKFF
2632
George Kaiser Family Foundation
Oklahoma
$679M +$24.5M +4% 11.7% 68.4% 19
DFCM
2633
Dark Forest Capital Management
Puerto Rico
$678M -$104M -13% 2.58% 49.6% 1,351
CIG
2634
Cullen Investment Group
Louisiana
$678M +$7.32M +1% 2.21% – 186
DOA
2635
D'Orazio & Associates
Virginia
$678M -$24.8M -4% 3.01% 54.9% 261
JPWM
2636
Jamison Private Wealth Management
Georgia
$677M +$20.4M +3% 1.25% – 504
TFCP
2637
Twin Focus Capital Partners
Massachusetts
$677M +$42.6M +7% 1.44% 60% 156
PCM
2638
Prime Capital Management
Hong Kong
$676M +$63.4M +10% 31.6% 419% 5
BCA
2639
Bay Colony Advisors
Massachusetts
$675M +$15.4M +2% 1.67% 70.1% 485
MAP
2640
Managed Asset Portfolios
Michigan
$675M -$33.3M -5% 1.21% 56.6% 54
OWA
2641
One Wealth Advisors
California
$674M +$22.2M +3% 1.1% 57.1% 294
CT
2642
Colonial Trust
South Carolina
$673M +$24.7M +4% 0.16% 64.5% 1,368
NG
2643
Novem Group
New York
$673M – – 0.04% – 361
OAM
2644
Ophir Asset Management
Australia
$672M +$21.7M +3% 5.47% 184% 40
SWM
2645
Sendero Wealth Management
Texas
$671M +$37M +6% 2.89% 83.8% 167
GL
2646
Governors Lane
New York
$670M +$32M +5% 2.7% 72.4% 68
SMH
2647
Sanders Morris Harris
Texas
$670M +$67M +11% 4.64% 86.5% 325
AWP
2648
Abacus Wealth Partners
California
$670M +$2.65M +0.4% 4.07% 32.2% 100
PL
2649
Pandi LLC
Kansas
$669M – – 1.77% – 4
CG
2650
Cynosure Group
Utah
$669M -$16.8M -2% 0.47% 56.9% 391
104 105
106
107 108