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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NDSI
3726
Newman Dignan & Sheerar Inc
Rhode Island
$366M -$24M -6% 1.24% 61.8% 182
AVA
3727
Atlas Venture Advisors
Massachusetts
$366M -$97.4M -21% 16.8% 109% 4
SHWM
3728
Smith & Howard Wealth Management
Georgia
$366M +$12.7M +4% 0.23% 33.7% 84
GDP
3729
Great Diamond Partners
Maine
$366M -$20.8M -5% 2.09% 67.8% 200
I
3730
InvesTrust
Oklahoma
$366M +$6.03M +2% 2.36% – 94
LF
3731
Lantz Financial
Illinois
$365M -$9.8M -3% 0.36% 54.1% 238
PAS
3732
PKS Advisory Services
New York
$365M -$34.5M -9% 3.16% – 273
WAM
3733
Warberg Asset Management
Illinois
$365M +$3.23M +0.9% 0.1% 19.6% 249
UIA
3734
UG Investment Advisers
Taiwan
$365M +$110M +43% 15.4% – 13
CCT
3735
Capital City Trust
Florida
$365M -$35.8M -9% 1.19% 73.6% 121
CWM
3736
Cordatus Wealth Management
Pennsylvania
$364M -$14.8M -4% 2.23% 125% 165
KHCM
3737
Kettle Hill Capital Management
New York
$364M -$96.1M -21% 6.77% 31.3% 60
MI
3738
M3F Inc
Utah
$364M +$17.9M +5% 4.85% 98.5% 33
LHC
3739
Little House Capital
Massachusetts
$364M +$13.8M +4% 1.55% 82.3% 151
FPW
3740
Fairvoy Private Wealth
Alabama
$364M -$12.2M -3% 0.5% – 190
GA
3741
GoalVest Advisory
New York
$364M -$917K -0.3% 2.59% 66.1% 558
MFS
3742
Madrona Financial Services
Washington
$364M -$3.54M -1% 4.55% 54.3% 117
AAMA
3743
Advanced Asset Management Advisors
Ohio
$364M -$18.1M -5% 0.04% 60.3% 91
PC
3744
PhiloSmith Capital
Connecticut
$364M +$10.7M +3% 6.55% 96.6% 23
WCM
3745
Winthrop Capital Management
Indiana
$364M -$12.2M -3% 0.74% – 376
LCI
3746
L1 Capital International
Australia
$363M +$37.9M +12% 0.34% – 21
TC
3747
Tenere Capital
New York
$363M -$14.1M -4% 10.2% 101% 26
RS
3748
Retirement Solution
Washington
$363M -$18.6M -5% 4.74% 55.3% 52
BCP
3749
Berkeley Capital Partners
Georgia
$363M +$3.88M +1% 0.39% 45.8% 181
NFW
3750
Noble Family Wealth
Florida
$363M +$114K +0% 0.57% – 62
148 149
150
151 152