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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ICM
3201
Ionic Capital Management
New York
$239M +$154M +179% 13.1% 60.9% 211
SPA
3202
Sentinel Pension Advisors
Massachusetts
$239M +$33.8M +16% 15.4% 36.1% 72
HWA
3203
HHM Wealth Advisors
Tennessee
$239M +$34.5M +17% 18.9% 51.3% 542
LC
3204
Lincoln Capital
Nebraska
$239M +$40.9M +21% 15.9% 68.5% 81
CBTWT
3205
Community Bank & Trust (Waco, Texas)
Texas
$239M +$39.2M +20% 20.1% 65.7% 124
HJIM
3206
Henry James International Management
New York
$239M +$44.2M +23% 25.1% 85.1% 134
KIP
3207
Kayak Investment Partners
California
$239M +$13.1M +6% 41.8% 27.3% 26
CCM
3208
Compton Capital Management
Rhode Island
$239M +$35.7M +18% 20.8% 75.6% 133
RTM
3209
Rizvi Traverse Management
Florida
$239M +$120M +102% 81.8% – 2
BA
3210
BCM Advisors
Louisiana
$239M +$30.8M +15% 8.95% 37% 50
VCM
3211
Voleon Capital Management
California
$239M – – 49.8% – 10
SAG
3212
Spotlight Asset Group
Illinois
$238M +$50.6M +27% 17.6% – 153
TCPWM
3213
Traverso Chambers Private Wealth Management
California
$238M +$26.1M +12% 11.1% 16.4% 104
ACM
3214
Argyle Capital Management
Pennsylvania
$238M +$26.7M +13% 14.3% 52.5% 124
FPIS
3215
Financial Planning & Information Services
Wisconsin
$238M +$46M +24% 17.6% 13% 51
TL
3216
TrueWealth LLC
Georgia
$238M +$32.6M +16% 15.2% – 804
SIP
3217
Stoneridge Investment Partners
Pennsylvania
$238M +$15.2M +7% 19.6% 31.4% 140
KM
3218
Kalos Management
Georgia
$237M +$13.1M +6% 21.5% 47.8% 234
NQWM
3219
Northwest Quadrant Wealth Management
Oregon
$237M +$16.7M +8% 14.5% 34.1% 58
LFA
3220
Lighthouse Financial Advisors
Maryland
$237M +$73.1M +45% 25.4% – 105
FIM
3221
Fruth Investment Management
Texas
$237M +$41.8M +21% 21.6% 51.5% 199
RIS
3222
Retirement Income Solutions
Michigan
$237M +$58.7M +33% 19.6% 57% 84
FIG
3223
FundX Investment Group
California
$237M -$35.3M -13% 14% 94.6% 45
MCPPUI
3224
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$237M +$30.9M +15% 20.1% – 27
SIM
3225
Stratos Investment Management
Ohio
$237M +$48.7M +26% 17.9% 49% 110
127 128
129
130 131