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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TL
3851
Tradewinds LLC
North Carolina
$325M +$116M +56% 4.95% – 234
SFA
3852
Source Financial Advisors
New York
$325M -$4.2M -1% 1.25% 18.5% 122
CI
3853
Cavalier Investments
Georgia
$325M +$51M +19% 8.08% 131% 86
BI
3854
Ballast Inc
Kentucky
$325M +$8.4M +3% 0.37% 50.7% 124
DCM
3855
Davidson Capital Management
Texas
$324M +$13.8M +4% 1.43% 67.1% 102
CIM
3856
CIM Investment Management
Pennsylvania
$324M -$11.3M -3% 3.63% 87.7% 293
ACG
3857
Anchorage Capital Group
New York
$324M -$60.3M -16% 5.37% 37.8% 9
PDL
3858
Portfolio Design Labs
California
$324M +$26.3M +9% 5.3% – 112
EC
3859
ECP ControlCo
New Jersey
$324M -$38.9M -11% 8.87% 1.8% 7
DI
3860
DDFG Inc
California
$324M +$8.94M +3% 1.79% – 80
RWM
3861
Rockline Wealth Management
New York
$324M +$37.5M +13% 9.04% – 105
OCM
3862
Ogborne Capital Management
California
$323M -$74.7M -19% 7.26% 282% 15
SRA
3863
Summit Rock Advisors
New York
$323M +$11.7M +4% 6.55% 86% 10
CWA
3864
Canvas Wealth Advisors
Kansas
$323M +$25.9M +9% 3.39% 88.2% 166
ASW
3865
Astoria Strategic Wealth
Texas
$323M +$7.55M +2% 0.87% 30.5% 32
WCM
3866
Windsor Capital Management
Arizona
$323M +$685K +0.2% 0.54% 37.7% 118
WWM
3867
Wiser Wealth Management
Georgia
$323M +$18.2M +6% 1.53% 36.7% 37
TAM
3868
TFG Asset Management
Cayman Islands
$323M -$41.1M -11% 14.8% 44% 33
FIM
3869
Fernwood Investment Management
Massachusetts
$322M -$21M -6% 3.11% 83.3% 718
V
3870
VeraBank
Texas
$322M +$1.1M +0.3% 1.53% 51.5% 147
LF
3871
Lantz Financial
Illinois
$322M +$11.2M +4% 1.6% 54.1% 217
SIAG
3872
Safeguard Investment Advisory Group
California
$322M +$27.4M +9% 3.29% 63.7% 116
V
3873
ValueWorks
New York
$322M +$14M +5% 3.64% 110% 34
UAG
3874
United Advisor Group
Ohio
$322M +$55.7M +21% 3.28% – 285
TSMHT
3875
Thurston Springer Miller Herd & Titak
Indiana
$321M +$72.3M +29% 3.09% – 1,612
153 154
155
156 157