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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SKK
4026
Shepherd Kaplan Krochuk
Massachusetts
$274M +$5.33M +2% 6.16% 33% 205
ST
4027
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 12.4% 54.4% 149
FAP
4028
Financial Advisory Partners
Florida
$274M – – 8.54% 39.3% 72
CC
4029
Covalis Capital
United Kingdom
$274M -$159M -37% 1.19% 3.46% 137
BHWM
4030
Beaird Harris Wealth Management
Texas
$274M – – 3.8% 31.5% 686
FA
4031
Fermata Advisors
California
$273M +$46.7M +21% 5.67% 33.1% 197
AC
4032
Adelphi Capital
United Kingdom
$273M -$70M -20% 8.87% – 2
AC
4033
Arjuna Capital
North Carolina
$273M +$27M +11% 13.6% 81.1% 113
LRIA
4034
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 5.73% 39.5% 76
NP
4035
Ninepoint Partners
Ontario, Canada
$273M -$3.7M -1% 14.7% 25.5% 97
SCM
4036
Susquehanna Capital Management
Pennsylvania
$273M – – 8.22% 85.4% 2
LA
4037
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 8.56% 95.6% 138
WWM
4038
WT Wealth Management
Arizona
$273M +$13.1M +5% 5.13% 49% 133
RCS
4039
Retirement Capital Strategies
California
$272M +$11.7M +4% 5.8% 50.7% 89
WOC
4040
West Oak Capital
California
$272M +$14.1M +5% 8.99% 87.7% 418
NG
4041
NWK Group
California
$272M +$19.7M +8% 9.29% 274% 93
GDS
4042
Gimbel Daniel Scott
$272M -$43.4M -14% 4% 61.2% 3
MFGM
4043
Marshall Financial Group (Maryland)
Maryland
$271M +$78.1M +40% 9.24% 51.6% 229
HLCM
4044
Hi-Line Capital Management
South Dakota
$271M -$8.65M -3% 1.24% 52.3% 28
BHH
4045
Baker Hughes Holdings
Texas
$271M -$132M -33% 32.5% 38.6% 2
DFCM
4046
Dark Forest Capital Management
Puerto Rico
$271M -$10.8M -4% 0.67% 49.6% 1,929
AP
4047
AlpInvest Partners
Netherlands
$271M +$13.8M +5% 6.59% 182% 31
HC
4048
Hillman Company
Pennsylvania
$271M -$16.7M -6% 6.32% 154% 12
FUBT
4049
First United Bank & Trust
Maryland
$271M +$25.4M +10% 9.98% 60.4% 170
SFA
4050
Semmax Financial Advisors
North Carolina
$271M -$18.9M -7% 4.49% – 293
160 161
162
163 164