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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WP
4201
WealthPLAN Partners
Nebraska
$28.8M – – 6.63% – 460
FC
4202
Fiduciary Counselling
Minnesota
$26.8M +$1.03M +4% 6.97% 35.9% 8
SCM
4203
Sorin Capital Management
Connecticut
$26.6M -$1.76M -6% 1.7% 4.29% 3
ACM
4204
Axar Capital Management
New York
$25.6M -$5.86M -19% 13.1% 680% 6
FNBSF
4205
First National Bank Sioux Falls
South Dakota
$25.2M +$477K +2% 3.41% 54.5% 46
SCM
4206
Silver Capital Management
New York
$25M +$3.19M +15% 5.56% 24.8% 61
TWMH
4207
Tiedemann Wealth Management Holdings
New York
$24.8M -$20.1M -45% 3.43% – 21
KE
4208
KLP Enterprises
Connecticut
$24.8M +$481K +2% 1.98% – 2
BBNB
4209
Baker Boyer National Bank
Washington
$24.4M +$1.43M +6% 8.51% 35.5% 43
CIC
4210
Cincinnati Indemnity Company
Ohio
$24.4M +$730K +3% 3.69% 35.1% 12
BCA
4211
Burren Capital Advisors
Gibraltar
$24.3M -$5.43M -18% 16.1% – 16
CVSC
4212
C.V. Starr & Co
New York
$24.1M +$1.66M +7% 4.08% – 12
GWM
4213
GSB Wealth Management
Connecticut
$23.6M -$1.97M -8% 4.14% 43.5% 68
CI
4214
Capital Innovations
Wisconsin
$23.1M +$5.24M +29% 2.27% 0.62% 60
HCA
4215
Hillview Capital Advisors
Pennsylvania
$22.9M +$13.9M +154% 7.71% 20.9% 6
SA
4216
SRH Advisors
Kansas
$21.4M +$1.29M +6% 3.77% 40.9% 233
SRA
4217
Summit Rock Advisors
New York
$21.1M +$8.79M +71% 6.98% 86% 3
SGS
4218
Sterling Global Strategies
California
$20.6M -$3.94M -16% 6.5% 49.7% 31
ROTUOC
4219
Regents of the University of California
California
$20.4M -$7.73M -27% 5.86% 76.8% 28
SPIO
4220
Seven Post Investment Office
California
$20.3M +$1.21M +6% 7.2% 50.6% 5
RG
4221
Raynor Geoffrey
$20.1M +$1.69M +9% 64.8% 30.5% 3
CPR
4222
CSU Producer Resources
Ohio
$19.6M +$1.66M +9% 4.19% 57.2% 16
SIM
4223
Sprucegrove Investment Management
Ontario, Canada
$19.4M -$2.02B -99% 7.3% 54.8% 60
SC
4224
Sageview Capital
Connecticut
$19.2M -$10.6M -35% 1.07% 458% 3
AS
4225
Arxis Securities
New York
$18.7M -$14.8M -44% 8.3% – 100
167 168
169
170 171