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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DP
4101
Denver PWM
Colorado
$239M +$67.5M +39% 4.85% 37.5% 105
HA
4102
HYA Advisors
Missouri
$239M +$27.1M +13% 6.75% – 149
HCM
4103
Horiko Capital Management
New York
$239M +$42.6M +22% 10.7% 136% 21
PFSC
4104
Peoples Financial Services Corp
Pennsylvania
$239M +$8.74M +4% 5.65% 60.6% 300
CG
4105
Castellan Group
Kentucky
$238M +$51.3M +27% 14.6% 178% 83
FFIM
4106
Founders Fund IV Management
California
$238M -$104M -30% 21.3% – 3
FAM
4107
Fulcrum Asset Management
United Kingdom
$238M +$82.5M +53% 7.91% – 217
SL
4108
SOF Ltd
Cayman Islands
$238M +$8.71M +4% 3.79% 116% 1
MAG
4109
Mokosak Advisory Group
Iowa
$238M +$15.1M +7% 6.23% 41.1% 22
HKIM
4110
Hayek Kallen Investment Management
Alabama
$238M +$16M +7% 7.21% 70.8% 76
HIS
4111
Harvest Investment Services
Illinois
$238M +$15.9M +7% 6.98% 188% 316
OAM
4112
Oak Asset Management
California
$238M +$52.3M +28% 6.2% 63.9% 97
MA
4113
Modus Advisors
Minnesota
$238M +$21.9M +10% 7.34% 70.4% 271
VCM
4114
Verde Capital Management
Michigan
$238M +$10.6M +5% 5.33% 70.1% 41
SA
4115
SoftVest Advisors
Texas
$238M +$2.35M +1% 3.9% 75.8% 9
AJ
4116
Ashburton (Jersey)
Jersey
$237M +$41.1M +21% 9.44% – 73
LFF
4117
Level Four Financial
Texas
$237M +$21.6M +10% 8.53% – 348
BI
4118
Ballast Inc
Kentucky
$237M +$29.2M +14% 6.03% 50.7% 96
NAM
4119
NewGen Asset Management
Ontario, Canada
$237M +$42.3M +22% 9.21% 156% 62
AS
4120
American Securities
New York
$237M -$1.62M -0.7% 0.68% – 1
FWM
4121
Foresight Wealth Management
Utah
$237M +$35.5M +18% 2.95% 5.82% 131
HPA
4122
High Probability Advisors
New York
$237M +$47M +25% 6.18% 37.9% 40
SHCM
4123
Stone House Capital Management
Florida
$237M +$124M +111% 0.95% 66.7% 3
BA
4124
Ballast Advisors
Minnesota
$236M +$19.7M +9% 7.16% 64.9% 182
NL
4125
Navalign LLC
California
$236M +$9.9M +4% 6.48% 46.7% 125
163 164
165
166 167