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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WOC
3651
West Oak Capital
California
$146M -$31.6M -18% 15.9% 87.7% 340
IVMX
3652
Institutional Venture Management XIV
California
$146M -$53.2M -27% 13.9% 23.3% 4
IF
3653
Ironwood Financial
Arizona
$146M -$72.2M -33% 6.5% 43.9% 427
FLA
3654
Financial Life Advisors
Texas
$146M -$18.9M -11% 11.7% 31.3% 46
PL
3655
Polianta Ltd
Jersey
$146M -$18.4M -11% 20.1% 30.4% 109
LFA
3656
Landmark Financial Advisors
Kentucky
$146M -$25.9M -15% 18.7% 11.8% 72
HCIA
3657
Hochman Cole Investment Advisors
Illinois
$146M -$37.8M -21% 17.7% 42.7% 120
FAAM
3658
First Ascent Asset Management
Colorado
$146M -$17.2M -11% 12.4% 4.18% 35
KFO
3659
Kopp Family Office
Minnesota
$146M -$11.7M -7% 8.8% 32.1% 5
HPC
3660
Hobart Private Capital
North Carolina
$146M -$17.7M -11% 14.6% 42.9% 175
PFS
3661
Physicians Financial Services
North Carolina
$145M -$39.4M -21% 14.8% 89.3% 122
FCI
3662
FirstMark Capital I
New York
$145M -$30.1M -17% 17.2% – 1
DFA
3663
Delta Financial Advisors
Louisiana
$145M -$110M -43% 18.9% 77% 113
OAM
3664
Ostrum Asset Management
France
$145M -$65.2M -31% 7.3% – 87
SF
3665
Symphony Financial
Texas
$145M – – 9.79% 67.4% 94
AF
3666
Affiance Financial
Minnesota
$145M -$36.2M -20% 18.5% 46.3% 153
PIC
3667
PCJ Investment Counsel
Ontario, Canada
$145M -$77.4M -35% 22.3% 105% 79
SCI
3668
Stableford Capital II
Arizona
$145M +$35.2M +32% 2.52% 47.4% 115
SWM
3669
Shakespeare Wealth Management
Wisconsin
$145M -$40.1M -22% 22.6% 35.2% 76
EH
3670
Employers Holdings
Nevada
$144M -$46.4M -24% 19.4% – 191
FA
3671
FC Advisory
Pennsylvania
$144M -$27.5M -16% 13.7% 35% 61
WR
3672
Watson Rebecca
$144M -$20.4M -12% 11.5% – 90
FS
3673
Ferguson Shapiro
Georgia
$144M +$12.2M +9% 9.84% 26.1% 30
AIA
3674
Arrow Investment Advisors
Maryland
$144M -$58.2M -29% 5.4% 29.9% 69
JAM
3675
JLP Asset Management
New York
$144M -$892K -0.6% 14.7% 16.1% 34
145 146
147
148 149