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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CC
3176
Cannell Capital
Wyoming
$445M -$2.35M -0.5% 4.17% 130% 68
LI
3177
Lafayette Investments
Maryland
$445M +$42.7M +11% 11.7% 72% 144
RCG
3178
Regatta Capital Group
California
$444M +$64.1M +17% 8.56% 64.9% 188
SB
3179
Sunflower Bank
Texas
$444M +$4.88M +1% 1.76% 23% 124
HCM
3180
Huber Capital Management
California
$444M +$46.8M +12% 8.23% 55.8% 100
FA
3181
Fermata Advisors
California
$444M +$24.6M +6% 5.74% 33.1% 235
AA
3182
Aire Advisors
California
$444M +$40.4M +10% 5.96% 57.8% 160
SFS
3183
Security Financial Services
Indiana
$443M +$35.4M +9% 7.14% 47.4% 197
TCMX
3184
Technology Crossover Management XI
California
$443M +$136M +44% 44.6% – 2
ICVCFIA
3185
IDG China Venture Capital Fund IV Associates
Hong Kong
$443M -$252M -36% 20.6% 105% 4
JWCA
3186
J.W. Coons Advisors
Ohio
$442M +$72.8M +20% 9.71% 61.2% 257
AC
3187
Annandale Capital
Texas
$442M +$13.3M +3% 7.12% 43% 137
LIM
3188
Longfellow Investment Management
Massachusetts
$442M +$37M +9% 9.31% 46.3% 299
MTC
3189
Matrix Trust Company
Colorado
$442M +$14.7M +3% 5.64% 31% 92
TCM
3190
Twele Capital Management
Minnesota
$442M -$181M -29% 4.35% 27.9% 43
OC
3191
ORIX Corp
Japan
$442M -$64.1M -13% 12.7% 6.9% 1
BSWM
3192
Boston Standard Wealth Management
Massachusetts
$442M +$62.8M +17% 5.01% 33% 47
TFA
3193
Tobias Financial Advisors
Florida
$441M +$30.7M +7% 4.43% 32.1% 102
SIC
3194
SFE Investment Counsel
California
$441M +$57.2M +15% 11.5% 82.4% 120
SFG
3195
SevenBridge Financial Group
Pennsylvania
$441M +$17.8M +4% 9.7% 61.7% 210
RIS
3196
Retirement Income Solutions
Michigan
$441M +$38.7M +10% 9.45% 57% 158
SCP
3197
Stamos Capital Partners
California
$441M +$72M +20% 5.32% 29.6% 125
DIM
3198
Delta Investment Management
California
$440M +$37M +9% 6.89% 52% 233
QWM
3199
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 10.4% – 363
NFT
3200
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 1.44% 32.3% 31
126 127
128
129 130