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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SGH
4101
Sivik Global Healthcare
Connecticut
$233M +$20M +9% 0.17% 45.3% 45
FLA
4102
Financial Life Advisors
Texas
$233M +$15.8M +7% 4.79% 31.3% 78
RCA
4103
Riverview Capital Advisers
Massachusetts
$232M +$46.2M +25% 8.26% 76.1% 81
BHH
4104
Baker Hughes Holdings
Texas
$232M +$136M +140% 200% 38.6% 1
PCM
4105
Polus Capital Management
United Kingdom
$232M +$1.32M +0.6% 9.51% – 20
AIC
4106
Ayalon Insurance Company
Israel
$232M +$20M +9% 9.8% 75.8% 112
OAM
4107
Oak Asset Management
California
$232M +$9.28M +4% 6.87% 63.9% 98
P2P
4108
Phase 2 Partners
California
$232M +$10.4M +5% 1.87% 25.2% 34
LPP
4109
Long Path Partners
Connecticut
$232M +$1.72M +0.7% 15.4% 56.8% 16
SIM
4110
Symetra Investment Management
Connecticut
$232M +$44.6M +24% 6.75% 44.7% 3
EBT
4111
Enterprise Bank & Trust
Massachusetts
$231M +$20M +9% 7.55% 65.9% 103
WWP
4112
WR Wealth Planners
Missouri
$231M +$69M +43% 6.55% 22.1% 956
WWM
4113
WT Wealth Management
Arizona
$231M +$25.6M +12% 4.8% 49% 113
WI
4114
Wahed Invest
New York
$231M +$38.5M +20% 14.8% 93% 249
RW
4115
Regimen Wealth
Georgia
$231M +$81.8M +55% 3.64% – 74
SC
4116
Schiavi & Co
Delaware
$231M +$73.5M +47% 3.93% 29.1% 22
FFA
4117
Fairfield Financial Advisors
Massachusetts
$231M +$12.8M +6% 5.99% – 344
ST
4118
Somerset Trust
Pennsylvania
$231M -$7.77M -3% 2.6% 54.4% 152
CWM
4119
Centric Wealth Management
Illinois
$230M +$33.2M +17% 9.98% 41.6% 115
FHC
4120
Forest Hill Capital
Arkansas
$230M -$6.45M -3% 6.96% 51.1% 49
CI
4121
Cavalier Investments
Georgia
$230M -$48.1M -17% 6.08% 131% 102
CA
4122
Crumly & Associates
Illinois
$230M -$34.8M -13% 2.21% 43.1% 115
SAS
4123
Stelac Advisory Services
New York
$230M +$9.31M +4% 7.69% 61.4% 157
IBOK
4124
Independence Bank of Kentucky
Kentucky
$230M +$7.11M +3% 5.67% 61.8% 448
AI
4125
ArchPoint Investors
Florida
$230M +$18.6M +9% 10.7% 78.9% 57
163 164
165
166 167