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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CAM
3326
Covenant Asset Management
New Jersey
$412M +$52.3M +15% 12% 97.6% 145
AFIA
3327
America First Investment Advisors
Nebraska
$411M +$28.8M +8% 9.18% 81.9% 101
KHCM
3328
Kettle Hill Capital Management
New York
$411M +$28.2M +7% 0.15% 31.3% 56
MWM
3329
Mattern Wealth Management
Kansas
$411M +$22.1M +6% 5.57% 46.1% 184
TCA
3330
Trifecta Capital Advisors
Illinois
$411M +$49.2M +14% 12.7% – 446
HAM
3331
Harber Asset Management
North Carolina
$411M -$19.6M -5% 10.4% 75.5% 43
FNBOMD
3332
First National Bank of Mount Dora
Florida
$411M +$35.5M +9% 12.1% 81.2% 133
EWM
3333
Elite Wealth Management
Washington
$411M +$70.2M +21% 3.15% 45.5% 50
NIC
3334
Northwest Investment Counselors
Oregon
$411M +$36.5M +10% 7.27% 32.4% 532
TFF
3335
The Family Firm
Maryland
$410M +$22.8M +6% 6.33% 40.2% 202
LCG
3336
Lisanti Capital Growth
New York
$410M -$13.6M -3% 28.4% 1,060% 160
AWM
3337
Adams Wealth Management
Utah
$410M +$72.1M +21% 13.3% 29.9% 104
WPA
3338
WIT Partners Advisory
Singapore
$410M +$144M +54% 53.9% – 1
AAM
3339
AR Asset Management
California
$410M +$29.1M +8% 8.39% 56.1% 112
BCM
3340
Blume Capital Management
California
$410M +$34.6M +9% 9.09% 63.8% 323
SPIO
3341
Seven Post Investment Office
California
$410M +$17.9M +5% 5.13% 50.6% 55
MC
3342
Martin & Co
Tennessee
$409M +$4.16M +1% 6.87% 57.3% 108
HIC
3343
Holderness Investments Company
North Carolina
$409M +$44.8M +12% 13.7% 95% 251
SCP
3344
Shorepoint Capital Partners
Massachusetts
$409M +$36.1M +10% 9.64% 29.7% 100
SSI
3345
SVF Sponsor III
California
$409M -$57.5M -12% 12.3% – 1
NTIC
3346
Napean Trading & Investment Company
Singapore
$409M +$38.9M +11% 14.2% – 51
OC
3347
Oakmont Corp
California
$409M +$27.7M +7% 15.5% 135% 33
TWP
3348
Tyche Wealth Partners
Texas
$409M -$6.51M -2% 8.63% – 301
NQWM
3349
Northwest Quadrant Wealth Management
Oregon
$408M +$21.9M +6% 5.82% 34.1% 65
EWM
3350
EPG Wealth Management
Georgia
$408M +$28.2M +7% 9.94% 72% 451
132 133
134
135 136