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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DI
4051
Dalton Investments
Nevada
$158M +$3.44M +2% 12.1% 165% 43
LWM
4052
Laidlaw Wealth Management
New York
$158M – – 10.4% 115% 169
TVAMP
4053
Tennessee Valley Asset Management Partners
Tennessee
$158M +$20.6M +15% 7.03% 51.2% 65
CWM
4054
CCG Wealth Management
California
$158M +$11.3M +8% 5.44% 59.5% 105
KC
4055
Kellner Capital
New York
$158M +$16M +11% 24.6% 390% 48
UCMOK
4056
United Capital Management of KS
Kansas
$158M +$21.2M +15% 8.01% 219% 113
SFSG
4057
Sound Financial Strategies Group
Mississippi
$158M – – 4.3% 25% 64
AAG
4058
Avalon Advisory Group
Pennsylvania
$158M – – 4.42% 33.5% 8
SC
4059
Soundwatch Capital
Connecticut
$158M – – 6.05% 65.5% 11
LA
4060
Legacy Advisors
Pennsylvania
$158M +$23.9M +18% 8.57% 95.6% 139
SCA
4061
Sage Capital Advisors
South Dakota
$157M +$24.9M +19% 10.7% 63% 103
SM
4062
Soapstone Management
Maryland
$157M -$26.2M -14% 8.17% 50.4% 19
KFO
4063
Kopp Family Office
Minnesota
$157M – – 48.4% 32.1% 5
BAMG
4064
Brand Asset Management Group
Missouri
$157M +$6.08M +4% 7.48% 53.5% 322
APSI
4065
Asset Planning Services Inc
Louisiana
$157M +$2.81M +2% 3.97% 103% 40
AW
4066
Alpha Windward
Massachusetts
$157M +$9.07M +6% 7.21% 33.6% 470
PC
4067
Pecaut & Co
Iowa
$157M +$13.3M +9% 11.8% 68.1% 73
WPA
4068
Winning Points Advisors
Florida
$157M +$18.2M +13% 10.2% – 77
ECT
4069
Ebor Charitable Trust
Wyoming
$157M – – 8.09% 46.6% 3
AWM
4070
Atticus Wealth Management
Florida
$157M – – 6.93% 51.1% 415
IVAV
4071
Index Venture Associates VI
Jersey
$157M +$33.8M +27% 11.4% 1,033% 2
SCM
4072
Smith Capital Management
Arkansas
$157M +$20.2M +15% 6.61% – 85
AFM
4073
Abbot Financial Management
Massachusetts
$157M +$17.7M +13% 9.18% 81.4% 124
JWBC
4074
John W. Brooker & Co
California
$157M – – 2.9% 29.6% 163
WOA
4075
Water Oak Advisors
Florida
$156M +$117M +299% 7.82% 12.9% 17
161 162
163
164 165