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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DMK
3876
David M. Knott
$221M +$50.5M +30% 22.9% 78.5% 118
OWM
3877
OneAscent Wealth Management
Alabama
$221M – – 10.5% 35% 205
FRA
3878
Frank Rimerman Advisors
California
$221M – – 13.4% 116% 87
BCFS
3879
Butensky & Cohen Financial Security
Florida
$221M +$31.8M +17% 13% 45.9% 96
CC
3880
Cypress Capital
Tennessee
$221M +$5.1M +2% 8.22% 28.2% 107
AIC
3881
Ayalon Insurance Company
Israel
$221M +$38.1M +21% 15.3% 75.8% 144
SCM
3882
Stordahl Capital Management
Colorado
$221M +$27.3M +14% 11.6% 39.6% 49
BHWM
3883
Bay Harbor Wealth Management
Maryland
$220M +$19.6M +10% 9.22% 35.4% 475
TLP
3884
Trinity Legacy Partners
Texas
$220M +$13M +6% 11% 55.4% 94
PCM
3885
Pinz Capital Management
New York
$220M -$53.9M -20% 39.5% 201% 220
GA
3886
GRS Advisors
Illinois
$220M +$25.4M +13% 17.1% 26.5% 38
ST
3887
Somerset Trust
Pennsylvania
$220M +$21.2M +11% 12.7% 54.4% 128
BC
3888
Belmont Capital
California
$220M -$42.5M -16% 9.31% 182% 73
IFA
3889
Interactive Financial Advisors
Illinois
$220M +$18.5M +9% 10.9% 37.1% 167
CA
3890
Continuum Advisory
Idaho
$220M +$37M +20% 11.8% 55.9% 160
4WM
3891
44 Wealth Management
Oregon
$220M – – 13.4% – 158
LRIA
3892
Leonard Rickey Investment Advisors
Washington
$220M +$59.8M +37% 12.7% 39.5% 64
ACM
3893
Asymmetry Capital Management
California
$219M +$63.7M +41% 29.3% 300% 48
RF
3894
Rollins Financial
Georgia
$219M – – 12.4% – 81
ACM
3895
Axar Capital Management
New York
$219M +$147M +202% 172% 680% 3
PPWP
3896
Proquility Private Wealth Partners
Nevada
$219M – – 11.6% 19.4% 86
WA
3897
Wealth Advisors
California
$219M +$11.6M +6% 11.2% 39.3% 63
UCMOK
3898
United Capital Management of KS
Kansas
$219M +$28.2M +15% 17.2% 219% 98
EGWAG
3899
Elwood & Goetz Wealth Advisory Group
Georgia
$219M +$33.5M +18% 12% 35% 49
CI
3900
Cavalier Investments
Georgia
$219M +$71.6M +49% 17.7% 131% 104
154 155
156
157 158