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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWS
3051
Private Wealth Strategies
Ohio
$343M -$16.5M -5% 4.5% 18.7% 84
BI
3052
Bulldog Investors
New Jersey
$342M -$19.8M -5% 2.44% 28.5% 371
SR
3053
Swiss Re
Switzerland
$342M -$157M -32% 8.03% 8.79% 10
SIA
3054
SkyView Investment Advisors
New Jersey
$342M -$37.6M -10% 2.83% 66% 635
DOA
3055
D'Orazio & Associates
Virginia
$342M -$34.3M -9% 3.62% 54.9% 147
LA
3056
Lynch & Associates
Indiana
$342M -$25.8M -7% 6.65% 52.2% 108
PCA
3057
PL Capital Advisors
Florida
$342M -$5.94M -2% 0.19% 25.2% 42
WIC
3058
Wilkins Investment Counsel
Massachusetts
$342M -$35.2M -9% 7.94% 34.3% 76
SDWMA
3059
Schneider Downs Wealth Management Advisors
Pennsylvania
$341M -$16.5M -5% 2.03% 48.8% 145
VM
3060
Varde Management
Minnesota
$341M -$20.2M -6% 1.88% 11.3% 19
DW
3061
Domani Wealth
Pennsylvania
$341M -$24.7M -7% 5.26% 48.6% 108
ECM
3062
Engle Capital Management
Connecticut
$341M +$89M +35% 4.96% 309% 23
HI
3063
Helikon Investments
United Kingdom
$341M +$87.9M +35% 4.93% 359% 6
CWP
3064
Curated Wealth Partners
California
$340M +$56K +0% 0.07% – 136
HFM
3065
Hartford Financial Management
Connecticut
$340M -$20.4M -6% 5.08% 58.6% 391
NCM
3066
Nelson Capital Management
California
$340M -$21.8M -6% 5.46% 115% 99
HCM
3067
Howard Capital Management
Georgia
$340M -$17.1M -5% 4.48% 75.1% 35
AF
3068
Atlas FRM
Connecticut
$340M +$62.8M +23% 5.82% 44.2% 8
JJ
3069
Johnson & Johnson
New Jersey
$340M -$51.6M -13% 2.02% 88.5% 22
BA
3070
BCM Advisors
Louisiana
$340M -$23.5M -6% 6.32% 37% 64
DCM
3071
Divisar Capital Management
California
$340M +$30.9M +10% 3.46% 40.7% 33
FMAEN1
3072
Fund Management at Engine No 1
California
$340M -$38.4M -10% 1.32% – 355
JCP
3073
JB Capital Partners
New York
$339M -$27.2M -7% 3.47% 153% 83
SXL
3074
Summit X LLC
Missouri
$339M -$6.59M -2% 5.36% 62.9% 266
FAN
3075
Financial Advisors Network
California
$338M -$19.3M -5% 5.86% – 124
121 122
123
124 125