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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AC
3051
Athos Capital
Hong Kong
$348M +$143M +70% 10.9% 176% 89
KCPG
3052
Kavar Capital Partners Group
Kansas
$348M +$51.1M +17% 14.3% 59% 156
SIA
3053
Strategic Investment Advisors
Michigan
$347M +$50.9M +17% 9.36% 56.9% 217
1WA
3054
180 Wealth Advisors
Washington
$347M +$79.9M +30% 15.8% 101% 326
SLT
3055
St Louis Trust
Missouri
$346M +$33.9M +11% 17% 51.4% 87
FCMC
3056
Founders Capital Management (Connecticut)
Connecticut
$346M +$31.2M +10% 10.9% 78.2% 69
LSPW
3057
Lake Street Private Wealth
Illinois
$346M +$48.6M +16% 12.2% 80.4% 199
TPA
3058
Trivium Point Advisory
Connecticut
$346M +$63.2M +22% 16.7% 91.4% 188
KFAA
3059
Klaas Financial Asset Advisors
Illinois
$346M – – 7.65% 28.8% 81
SA
3060
Strategic Advisors
New York
$346M +$47.8M +16% 12.9% 87.6% 169
PGCM
3061
Prescott Group Capital Management
Oklahoma
$346M +$121M +54% 35.2% 114% 130
APW
3062
Austin Private Wealth
Texas
$346M +$78M +29% 13.2% 48.9% 118
MWA
3063
Martel Wealth Advisors
Washington
$345M +$37.2M +12% 8.78% 35.3% 46
IG
3064
Inherent Group
New York
$345M +$145M +72% 100% 64.7% 30
GSWM
3065
Golden State Wealth Management
California
$345M +$45.9M +15% 11.9% – 456
BCA
3066
Bray Capital Advisors
Florida
$345M +$60.7M +21% 14.9% 36.5% 272
CPI
3067
Crestview Partners III
New York
$345M +$174M +102% 104% 40.4% 3
UF
3068
Univest Financial
Pennsylvania
$345M +$28.6M +9% 14.1% 60.4% 108
DVC
3069
Deer VII & Co
New York
$344M -$88.1M -20% 40.3% 410% 2
GCP
3070
Greenoaks Capital Partners
California
$344M – – 29.4% 954% 11
BAM
3071
Bruderman Asset Management
New York
$344M +$39.6M +13% 7.66% 31.7% 115
NI
3072
NFC Investments
Tennessee
$344M +$78.9M +30% 36% – 40
RA
3073
RR Advisors
Texas
$344M +$80M +30% 40.3% 105% 20
CGC
3074
Continental Grain Company
New York
$343M +$97.3M +40% 36.2% 3.89% 11
WC
3075
Westwind Capital
New Mexico
$343M +$46M +15% 18.7% 93.8% 40
121 122
123
124 125