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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KFA
2951
Kelleher Financial Advisors
New York
$175M -$5.85M -3% 0.62% 86.7% 126
AR
2952
Argyll Research
Delaware
$175M -$12.1M -6% 10.6% 0.8% 3
HMPV
2953
Highland Management Partners VII
Massachusetts
$175M +$17.3M +11% 40.7% 134% 4
TWA
2954
TCI Wealth Advisors
Arizona
$175M +$15.3M +10% 0.13% 51.5% 1,061
IVMX
2955
Institutional Venture Management XIII
California
$174M -$12.6M -7% 18.5% 7
CWM
2956
Cranbrook Wealth Management
Michigan
$174M +$3.71M +2% 0.99% 38% 240
ACM
2957
Acertus Capital Management
New Jersey
$174M -$6.98M -4% 0.11% 13.3% 3
BCA
2958
Bray Capital Advisors
Florida
$174M +$5.79M +3% 0.42% 36.5% 432
CC
2959
Cognios Capital
Kansas
$174M +$4.39M +3% 1.32% 28.5% 105
MVUM
2960
Matrix VIII US Management
Massachusetts
$174M +$14M +9% 24.3% 1
MSDF
2961
Michael & Susan Dell Foundation
New York
$174M +$10.5M +6% 4% 109% 9
EC
2962
Engaged Capital
California
$174M +$39.9M +30% 0.01% 39.2% 22
CRM
2963
Capital Returns Management
New York
$174M +$30.8M +22% 1.11% 4.39% 25
KC
2964
Kingfisher Capital
North Carolina
$173M -$19.7M -10% 2.05% 58.5% 142
CP
2965
Camelot Portfolios
Ohio
$173M +$1.6M +0.9% 3.83% 28.9% 190
WCM
2966
Weik Capital Management
Pennsylvania
$173M +$493K +0.3% 0.22% 72.2% 109
TCM
2967
Trafelet Capital Management
New York
$173M -$5.68M -3% 6.98% 101% 21
LS
2968
Lattice Strategies
Pennsylvania
$173M -$6.26M -3% 1.46% 19.9% 97
KFA
2969
Kays Financial Advisory
Georgia
$173M +$3.14M +2% 1.55% 23.2% 66
DCCA
2970
D.C. Capital Advisors
New York
$173M -$13.6M -7% 3.25% 59.9% 18
RBC
2971
Roble Belko & Company
Pennsylvania
$172M +$1.69M +1% 1.71% 41.6% 271
ECML
2972
Eagle Capital Management (Louisiana)
Louisiana
$172M -$16.6M -9% 0.67% 72.5% 56
GCM
2973
Gladius Capital Management
Illinois
$172M -$713K -0.4% 0.41% 10.8% 2
WKWM
2974
Walter & Keenan Wealth Management
Indiana
$172M -$4.35M -2% 0.42% 70.2% 147
VW
2975
Vantage Wealth
California
$172M -$85K -0% 1.04% 48.7% 26