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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GH
3626
Geisinger Health
Pennsylvania
$295M -$17.3M -6% 3.15% – 5
KIC
3627
Keating Investment Counselors
Florida
$295M +$18.3M +7% 1.05% 23.8% 84
MJP
3628
Michael J. Puzo
$295M -$21.1M -7% 3.31% 65.3% 80
AWM
3629
Adams Wealth Management
Utah
$295M -$25.5M -8% 3.38% 29.9% 103
KAH
3630
Kathryn A. Hall
$295M -$12.2M -4% 0.84% 63.7% 52
SDWIA
3631
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M -$4.51M -2% 2.5% 66% 142
WCAMG
3632
Woodard & Company Asset Management Group
North Carolina
$295M -$6.78M -2% 3.08% 66.3% 102
HP
3633
Harbourvest Partners
Massachusetts
$295M -$57.6M -16% 7.76% 154% 63
SPC
3634
Stony Point Capital
New York
$294M -$13.8M -4% 2.89% 184% 33
PCFFS
3635
Pacific Center for Financial Services
California
$294M -$9.7M -3% 3.46% – 423
CF
3636
Corrigan Financial
Rhode Island
$294M -$24.4M -8% 3.09% 9.54% 79
ACM
3637
Ararat Capital Management
Connecticut
$294M -$4.76M -2% 6.49% 75.7% 21
SC
3638
Searle & Co
Connecticut
$294M -$29M -9% 3.86% 62.1% 152
UCMOK
3639
United Capital Management of KS
Kansas
$294M -$18.4M -6% 0.5% 219% 81
RSS
3640
Rosenblum Silverman Sutton
California
$294M -$9.37M -3% 0.65% 154% 72
ECA
3641
Elevated Capital Advisors
Utah
$294M -$6.94M -2% 2.84% 35.2% 186
HIP
3642
Harrell Investment Partners
Texas
$294M -$1.35M -0.5% 2.4% 94% 102
BC
3643
Bruce & Co
Illinois
$293M -$63.1M -18% 5.29% 23.4% 39
SM
3644
Skaana Management
New York
$293M -$47M -14% 1.89% 109% 211
AWAM
3645
Appian Way Asset Management
New York
$293M +$46.6M +19% 2.31% 30.4% 59
AR
3646
Apeiron RIA
Texas
$293M +$1.11M +0.4% 2.35% 48.2% 198
FG
3647
Formula Growth
Quebec, Canada
$293M -$21M -7% 8.18% 81.3% 160
MAWA
3648
Moss Adams Wealth Advisors
Washington
$293M -$13.4M -4% 4.27% – 175
WFM
3649
Wolff Financial Management
Michigan
$293M +$178M +155% 3.75% 39.1% 97
VAS
3650
Valicenti Advisory Services
New York
$293M -$22.5M -7% 4.17% 74.2% 82
144 145
146
147 148