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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TA
4276
Trellis Advisors
Washington
$104M -$23.2M -18% 19% 23.3% 59
LCM
4277
Leisure Capital Management
California
$104M -$21.1M -17% 17.8% 68.6% 129
HIC
4278
Harbor Island Capital
Massachusetts
$104M -$29.8M -22% 21.5% 95.7% 18
SAM
4279
Selway Asset Management
$104M -$41.6M -29% 21.3% 36.5% 77
DI
4280
DRH Investments
California
$103M +$2.13M +2% 19.1% 31% 18
BA
4281
Baugh & Associates
Georgia
$103M -$33.5M -24% 20.3% 47.2% 42
SP
4282
SCF Partners
Texas
$103M -$207M -67% 59.5% 44.2% 4
LFPWM
4283
Leicht Financial Planning & Wealth Management
New Jersey
$103M -$6.41M -6% 8.59% 38.1% 74
DR
4284
Davis Rea
Ontario, Canada
$103M -$42.9M -29% 20.5% 62.7% 51
LFWA
4285
LBJ Family Wealth Advisors
Texas
$103M -$41.2M -29% 22.7% 52.4% 18
TP
4286
Truvvo Partners
New York
$103M -$25.8M -20% 16.7% 18.5% 46
MFG
4287
Monte Financial Group
Connecticut
$103M -$32.5M -24% 22% 50.4% 75
UOMF
4288
University of Maryland Foundation
Maryland
$103M -$32.8M -24% 14.7% 47.2% 8
MCM
4289
Makena Capital Management
California
$103M -$10M -9% 20% 84.7% 51
V
4290
VeraBank
Texas
$103M -$20.7M -17% 18% 51.5% 106
EIA
4291
Eastover Investment Advisors
North Carolina
$103M – – 16.4% 84.4% 47
SST
4292
S Squared Technology
New York
$103M -$18.7M -15% 18.7% 160% 38
MWA
4293
MFA Wealth Advisors
Pennsylvania
$103M -$34.8M -25% 18.3% 47.8% 67
SEEDPG
4294
S.E.E.D. Planning Group
New York
$103M -$12.1M -10% 14.2% 52.5% 62
DL
4295
DOHJ LLC
Washington
$103M -$9.78M -9% 13.5% 51.5% 68
V
4296
ValueWorks
New York
$103M -$57M -36% 23.8% 110% 35
WA
4297
WP Advisors
California
$103M +$6.08M +6% 21.6% 102% 68
PCM
4298
Pointe Capital Management
Michigan
$103M -$16.4M -14% 19.5% 58.6% 143
PBF
4299
Petix & Botte Financial
California
$103M -$24.3M -19% 14% – 81
SCA
4300
Sander Capital Advisors
Washington
$103M -$63.7M -38% 4.63% 89.2% 8
170 171
172
173 174