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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PO
3101
Private Ocean
California
$124M – – 1.98% 2.79% 226
BGA
3102
Belmont Global Advisors
Texas
$124M – – 10.9% 84.1% 127
PAM
3103
Peninsula Asset Management
Florida
$124M +$12.6M +11% 6.97% 50.3% 47
PWS
3104
Peloton Wealth Strategists
Indiana
$124M +$4.45M +4% 9.91% 43% 77
MSDF
3105
Michael & Susan Dell Foundation
New York
$124M – – 12.2% 109% 9
QSS
3106
Quantitative Systematic Strategies
Florida
$124M – – 7.92% 133% 198
ATC
3107
Adirondack Trust Company
New York
$123M +$9.79M +9% 8.19% 72.2% 314
TSWM
3108
Triangle Securities Wealth Management
North Carolina
$123M +$8.44M +7% 9.27% 63.7% 126
CMO
3109
Covenant Multifamily Offices
Texas
$123M – – 7.09% 38.4% 45
NA
3110
NS Advisors
Connecticut
$123M -$12.5M -9% 7.46% 16.4% 18
OIM
3111
Orca Investment Management
Oregon
$123M – – 10.5% 71.1% 87
MKC
3112
M. Kraus & Co
Vermont
$123M – – 9.18% 41.3% 49
MIM
3113
Montgomery Investment Management
Maryland
$123M -$61.1M -33% 6.48% 77.7% 77
CFA
3114
Camarda Financial Advisors
Florida
$123M +$46.3M +61% 6.67% 123% 202
TCM
3115
Tradewinds Capital Management
Washington
$123M – – 7.43% 43.4% 612
GC
3116
Gratia Capital
California
$122M – – 13.1% 38% 32
GAM
3117
Garrison Asset Management
Arkansas
$122M +$8.08M +7% 8.14% 52.1% 78
SAM
3118
Senzar Asset Management
New York
$122M – – 6.17% 0.75% 19
PA
3119
Parkside Advisors
California
$122M – – 5.2% 36.7% 29
MPAM
3120
Murphy Pohlad Asset Management
Minnesota
$122M +$10.4M +9% 10.5% 40.9% 88
TCGI
3121
Three Corner Global Investors
New York
$122M – – 15% 55.9% 24
TWM
3122
Tanglewood Wealth Management
Texas
$122M +$13.4M +12% 0.85% 46.2% 6
VIMU
3123
Veritas Investment Management (UK)
United Kingdom
$122M +$684K +0.6% 10.1% 151% 58
FCCM
3124
First City Capital Management
Georgia
$122M +$1.14M +0.9% 10.1% 59.1% 177
LI
3125
LVZ Inc
Michigan
$122M – – 5.91% 38.7% 22
123 124
125
126 127