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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DMC
4251
Drexel Morgan & Co
Pennsylvania
$103M +$5.49M +6% 6.89% 35.7% 91
BFM
4252
Broadview Financial Management
Wisconsin
$103M – – 4.42% 42% 38
SS
4253
Sunbelt Securities
Texas
$103M +$7.69M +8% 5.7% 73.8% 177
ACM
4254
Altalis Capital Management
New York
$103M -$49.8M -33% 5.13% 3.53% 17
OC
4255
Oppenheimer & Close
New York
$103M +$6.02M +6% 7.71% 97.6% 36
LA
4256
Legacy Advisors
Pennsylvania
$103M +$12.9M +14% 4.19% 95.6% 458
SCA
4257
Sippican Capital Advisors
Massachusetts
$102M +$4.87M +5% 6.35% 61.7% 102
PW
4258
PGIM Wadhwani
United Kingdom
$102M – – 3.19% – 5
UOT
4259
University of Tennessee
Tennessee
$102M – – 2.96% – 2
GC
4260
Gruss & Co
Florida
$102M +$13.7M +15% 7.47% 172% 37
BC
4261
Breakline Capital
New York
$102M – – 7.06% – 23
AFC
4262
AFT Forsyth & Company
Florida
$102M – – 5.8% 148% 131
WTFG
4263
Wells Trecaso Financial Group
Ohio
$102M – – 6.21% 81% 65
CA
4264
Crewe Advisors
Utah
$102M – – 5.01% 67.4% 279
ACM
4265
Axel Capital Management
New York
$102M -$50.2M -33% 12.6% 193% 25
DCP
4266
Diameter Capital Partners
New York
$102M – – 4.09% 48.6% 15
SCA
4267
Strategic Capital Advisers
Colorado
$102M – – 6.32% 51.4% 62
ETM
4268
Euclidean Technologies Management
Washington
$102M -$2.89M -3% 7.87% 124% 63
OPWM
4269
Oak Point Wealth Management
Michigan
$101M – – 4.24% – 210
SSCM
4270
Summit Street Capital Management
New York
$101M +$13.9M +16% 9.6% 76.4% 31
MCAI
4271
Meritech Capital Associates III
California
$101M -$23.6M -19% 6% 137% 3
AG
4272
Appleton Group
Wisconsin
$101M +$7.73M +8% 3.46% 58.3% 37
BLA
4273
Balter Liquid Alternatives
Massachusetts
$101M +$11.2M +13% 9.54% 76.6% 220
BA
4274
Ballew Advisors
Mississippi
$101M – – 2.07% 49.5% 101
VP
4275
venBio Partners
California
$101M – – 5.74% 221% 3
169 170
171
172 173