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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAM
4276
PVG Asset Management
Colorado
$102M -$38.1M -27% 11.3% – 100
BHBT
4277
Burke & Herbert Bank & Trust
Virginia
$102M -$16.2M -14% 10.7% 51.4% 132
WA
4278
WP Advisors
California
$101M -$5.99M -6% 14.5% 102% 266
CCIA
4279
Campbell & Co Investment Adviser
Maryland
$101M -$45.6M -31% 17.2% 31.6% 589
MC
4280
Miles Capital
Iowa
$101M -$22M -18% 11% 15.4% 194
ADBIC
4281
A.D. Beadell Investment Counsel
Wisconsin
$101M -$17.1M -14% 9.28% 49.4% 93
CA
4282
Corrado Advisors
New Jersey
$101M -$52.3M -34% 14.7% 37.9% 114
HAC
4283
Harbor Advisory Corp
New Hampshire
$101M -$14.4M -13% 10% 41% 41
WA1
4284
Wimmer Associates 1
California
$101M -$19.2M -16% 11.8% 67.7% 108
SWM
4285
Sequoia Wealth Management
Illinois
$101M -$15.5M -13% 13.5% – 71
LFS
4286
Legacy Financial Strategies
Kansas
$101M +$2.64M +3% 11.2% 57.7% 59
EA
4287
Evergreen Advisors
Tennessee
$101M – – 15.4% 33% 15
SCC
4288
Second Curve Capital
Pennsylvania
$101M -$128M -56% 30.9% 159% 19
TGI
4289
TRV GP II
Massachusetts
$101M -$69.7M -41% 39.6% 19.8% 4
HCM
4290
Hall Capital Management
Rhode Island
$101M -$14.8M -13% 8.73% – 85
ACM
4291
Aljian Capital Management
Nevada
$101M – – 17.7% 149% 52
AC
4292
Athos Capital
Hong Kong
$100M -$86.6M -46% 5.14% 176% 39
AFC
4293
AFT Forsyth & Company
Florida
$100M -$20.1M -17% 12% 148% 145
OWA
4294
One Wealth Advisors
California
$100M -$30.3M -23% 13.3% 57.1% 589
BCA
4295
Benchmark Capital Advisors
New York
$100M -$32.5M -24% 11.1% 29.2% 136
TG
4296
TRV GP
Massachusetts
$100M -$20M -17% 14.1% 3,179% 4
RA
4297
Riverstone Advisors
Texas
$100M – – 15.2% 83.8% 37
VLC
4298
Van Leeuwen & Company
New Jersey
$100M -$8.44M -8% 12.4% 76.3% 90
DMC
4299
Drexel Morgan & Co
Pennsylvania
$100M -$13.6M -12% 10.3% 35.7% 97
KHLMTHM
4300
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$100M -$11.3M -10% 15.8% 70.7% 60
170 171
172
173 174