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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
4076
Mascoma Wealth Management
New Hampshire
$200M – – 8.6% 33.2% 92
UWPG
4077
Ullmann Wealth Partners Group
Florida
$200M +$25.4M +15% 15.1% 53.6% 75
KIC
4078
Keating Investment Counselors
Florida
$200M +$8.79M +5% 8.65% 23.8% 61
DFA
4079
Delta Financial Advisors
Louisiana
$200M +$18.9M +10% 14.2% 77% 109
ACM
4080
Alethea Capital Management
Washington
$199M +$51.7M +35% 8.04% 162% 89
OPAM
4081
Olympus Peak Asset Management
Connecticut
$199M – – 8.49% – 12
IA
4082
IAM Advisory
Pennsylvania
$199M – – 12% 47% 63
SIRP
4083
Shelter Insurance Retirement Plan
Missouri
$199M +$9.82M +5% 7.58% 55.6% 8
CCP
4084
Camelot Capital Partners
California
$199M +$49.3M +33% 32.9% – 2
SC
4085
Schulhoff & Co
Ohio
$199M +$12.9M +7% 10.4% 30.1% 110
SCM
4086
Stanley Capital Management
Texas
$199M +$54.6M +38% 34.7% 108% 44
CC
4087
Cowbird Capital
New York
$199M +$44M +28% 44.1% 21.8% 15
ICM
4088
Intrepid Capital Management
Florida
$199M +$26.8M +16% 16.1% 57.8% 91
IF
4089
IRON Financial
Illinois
$199M +$17.7M +10% 8.66% 39.7% 129
BOC
4090
Barbara Oil Co
Illinois
$199M +$15.9M +9% 11.3% 54.7% 90
SI
4091
Shaker Investments
Ohio
$199M +$3.1M +2% 26.2% 135% 98
AWM
4092
Atticus Wealth Management
Florida
$199M +$30.9M +18% 11.3% 51.1% 356
SHIM
4093
Stone House Investment Management
Pennsylvania
$199M -$48.9M -20% 7.65% 38.9% 42
CIP
4094
Convergence Investment Partners
Florida
$199M -$88.9M -31% 15.9% 151% 292
LWAM
4095
Legacy Wealth Asset Management
Minnesota
$199M – – 19.2% 75.5% 280
VAG
4096
VisionPoint Advisory Group
Texas
$198M -$33.3M -14% 10.3% 53.4% 169
1C
4097
1623 Capital
Virginia
$198M +$33.6M +20% 17.7% 10.7% 40
PM
4098
Prosight Management
Texas
$198M -$4.31M -2% 14.6% 21.8% 58
CCG
4099
Ceeto Capital Group
Florida
$198M +$19.2M +11% 13.7% 83.2% 143
VC
4100
Voss Capital
Texas
$198M +$22.9M +13% 37.2% 101% 62
162 163
164
165 166