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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWM
2801
Altavista Wealth Management
North Carolina
$245M -$23.8M -9% 9.3% 80.6% 155
SG
2802
Strid Group
Pennsylvania
$245M -$37.7M -13% 15.4% 38% 36
EPCA
2803
Elizabeth Park Capital Advisors
Ohio
$245M -$115M -32% 17.4% 43.1% 40
MSAM
2804
Moloney Securities Asset Management
Missouri
$244M -$43.9M -15% 11.1% 63.5% 334
WA
2805
WealthTrust Axiom
Pennsylvania
$244M -$52M -18% 15.2% 78% 236
HR
2806
Hardy Reed
Mississippi
$244M – – 12.6% 57.4% 57
W
2807
Wealthquest
Ohio
$244M – – 9.06% 45.7% 132
LLL
2808
Lynrock Lake LP
New York
$244M – – 4.13% 7.16% 21
ADL
2809
Asset Dedication LLC
California
$244M -$22.5M -8% 10.5% 50.5% 684
IFWM
2810
Institute for Wealth Management
Colorado
$244M -$52.6M -18% 15.4% 123% 358
AMG
2811
Asset Management Group
Connecticut
$244M -$51.9M -18% 12.8% 42.4% 108
MWA
2812
Martel Wealth Advisors
Washington
$243M -$19M -7% 8.09% 35.3% 42
MCAI
2813
Meritech Capital Associates IV
California
$243M +$182M +299% 5.54% – 5
HCG
2814
HNA Capital Group
China
$243M -$96.2M -28% 13.9% – 1
WPC
2815
White Pine Capital
Minnesota
$243M -$40.4M -14% 9.89% 72.3% 235
HFS
2816
Haverford Financial Services
Pennsylvania
$242M -$39.5M -14% 13.9% 58.6% 81
RA
2817
RMR Advisors
Massachusetts
$242M -$25.4M -9% 7.77% 2.17% 126
HT
2818
Heritage Trust
Oklahoma
$242M -$36.4M -13% 11.8% – 475
AIM
2819
AIA Investment Management
Singapore
$242M -$227M -48% 17.1% 42.5% 13
CCPM
2820
Cooper Creek Partners Management
New York
$242M +$108M +80% 20.5% 62.8% 67
PH
2821
Pinnacle Holdings
Oklahoma
$242M -$47.5M -16% 13.7% 58.8% 217
MFW
2822
Mosaic Family Wealth
Missouri
$242M -$2.36M -1% 13.8% 84.5% 677
JWM
2823
JGP Wealth Management
Oregon
$242M -$8.15M -3% 9.86% 54.9% 126
SCM
2824
Stadium Capital Management
Connecticut
$242M -$18.7M -7% 19.4% 18.5% 16
RG
2825
Rikoon Group
New Mexico
$241M -$41M -15% 11% 63.4% 213
111 112
113
114 115