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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HCM
4451
Horiko Capital Management
New York
$128M +$11.6M +10% 10.8% 136% 27
WSL
4452
Western Standard LLC
California
$128M +$1.97M +2% 4.21% 95.1% 46
AU
4453
Algebris (UK)
United Kingdom
$128M -$54M -30% 4.73% 12.6% 39
UIA
4454
UBP Investment Advisors
Switzerland
$128M +$4.58M +4% 4.31% 11.2% 57
TOPU
4455
Trustees of Princeton University
New Jersey
$128M +$58.6M +85% 13% – 7
NC
4456
NovaPoint Capital
Georgia
$127M – – 6.71% 64.6% 106
BMC
4457
Beaton Management Company
Massachusetts
$127M +$4.06M +3% 7.57% 76.1% 123
BCM
4458
Brightline Capital Management
Florida
$127M +$20.9M +20% 28.8% – 16
BGC
4459
Blue Grotto Capital
Georgia
$127M – – 5.9% 265% 20
HFA
4460
HC Financial Advisors
California
$127M +$10.6M +9% 7.39% 31.2% 70
AMAL
4461
Asset Management Advisors LLC
Oklahoma
$127M +$9.07M +8% 10.6% 75.5% 23
NRC
4462
North Run Capital
Massachusetts
$127M -$5.92M -4% 12.8% 19.5% 22
YCM
4463
Yost Capital Management
Texas
$127M +$43.5M +52% 16.9% 169% 9
TA
4464
Trellis Advisors
Washington
$127M +$9.01M +8% 7.66% 23.3% 54
PBF
4465
Petix & Botte Financial
California
$127M – – 4.94% – 81
KCM
4466
Kendall Capital Management
Maryland
$127M +$13.9M +12% 10.1% 77.3% 116
MCG
4467
MACRO Consulting Group
New Jersey
$127M +$9.58M +8% 4.5% – 67
LWM
4468
Liberty Wealth Management
California
$127M +$21.2M +20% 9.25% – 988
FMTCOCP
4469
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127M +$2.82M +2% 7.3% 61% 335
MA
4470
Modus Advisors
Minnesota
$127M – – 6.38% 70.4% 72
PIA
4471
Perennial Investment Advisors
California
$127M – – 10.2% 71.2% 129
LFGH
4472
Lee Financial Group Hawaii
Hawaii
$127M +$14.6M +13% 6.57% 12.9% 27
DMPV
4473
Delphi Management Partners VIII
California
$127M – – 43.3% – 5
DCM
4474
Davidson Capital Management
Texas
$127M – – 10.8% 67.1% 66
YAL
4475
Your Advocates Ltd
Texas
$127M – – 6.26% 31.3% 28
177 178
179
180 181