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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CI
4201
Cavalier Investments
Georgia
$330M +$35.7M +12% 28.3% 131% 87
LSA
4202
Lion Street Advisors
Texas
$330M +$14.9M +5% 4.47% 33.6% 291
WIA
4203
Westbourne Investment Advisors
Maryland
$330M +$48.1M +17% 12.4% 99.9% 108
TLP
4204
Tri Locum Partners
New York
$330M +$135M +69% 1.29% 388% 31
ERP
4205
Eldred Rock Partners
Texas
$329M +$1.5M +0.5% 9.03% – 31
LWMM
4206
Legacy Wealth Management (Mississippi)
Mississippi
$329M +$22.9M +7% 13.8% 78.5% 103
STB
4207
S&T Bank
Pennsylvania
$329M +$22.9M +7% 6.57% 65.2% 488
SA
4208
SRH Advisors
Kansas
$329M +$4.89M +2% 4.36% 40.9% 275
MP
4209
Makaira Partners
California
$329M +$30.5M +10% 11.4% 49.5% 14
MBFW
4210
Morton Brown Family Wealth
Pennsylvania
$329M +$34.5M +12% 8.42% 34.5% 338
SCM
4211
Soros Capital Management
New York
$328M -$62M -16% 19.9% 278% 62
UB
4212
Umpqua Bank
Oregon
$328M +$39.1M +14% 11.2% – 169
NWM
4213
Northcape Wealth Management
New York
$328M +$18.2M +6% 6.37% 50.1% 138
QCI
4214
Quaker Capital Investments
Pennsylvania
$328M +$17.9M +6% 11.4% 97.4% 19
HP
4215
HT Partners
Connecticut
$327M +$35.8M +12% 9.39% 46.6% 52
FA
4216
FDx Advisors
Illinois
$327M +$19.7M +6% 9.4% 58.9% 194
FIM
4217
FWL Investment Management
Texas
$327M +$57.6M +21% 20.7% 92.7% 354
HW
4218
HORAN Wealth
Ohio
$327M – – 7.98% – 120
SCM
4219
Sophron Capital Management
New Jersey
$327M +$32.6M +11% 5.58% – 47
TFA
4220
Trinity Financial Advisors
Ohio
$327M +$49.2M +18% 8.21% 62.2% 97
CI
4221
Ceera Investments
Texas
$327M +$36.2M +12% 5.34% 86.3% 116
CA
4222
Claar Advisors
New York
$326M +$30.3M +10% 13.5% 81.3% 20
MC
4223
Magnitude Capital
New York
$326M +$13.4M +4% 4.29% – 1
NC
4224
NovaPoint Capital
Georgia
$326M +$1.7M +0.5% 10.9% 64.6% 137
DSA
4225
Droms Strauss Advisors
Missouri
$326M +$34.7M +12% 9.68% 59.6% 72
167 168
169
170 171