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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TA
4451
Trellis Advisors
Washington
$191M +$15M +9% 7.12% 23.3% 86
RWM
4452
RBA Wealth Management
California
$191M +$17M +10% 11.6% 66.2% 92
ACM
4453
Ategra Capital Management
Virginia
$191M +$3.23M +2% 8.77% 63.7% 99
PWC
4454
PYA Waltman Capital
Tennessee
$190M +$20.2M +12% 13.5% 73.5% 209
WMRU
4455
William Marsh Rice University
Texas
$190M +$37.2M +24% 6.79% 13.7% 8
WMS
4456
Wealth Management Solutions
Pennsylvania
$190M +$18.7M +11% 7.73% – 97
SVP
4457
Strategic Value Partners
Connecticut
$190M -$3.48M -2% 0.19% 97.2% 6
1M
4458
13D Management
New York
$190M -$970K -0.5% 12.8% 60.2% 33
I
4459
InceptionR
California
$190M – – 11.5% – 362
MPA
4460
Marvin & Palmer Associates
Delaware
$190M +$27.1M +17% 11.4% 222% 32
DA
4461
Dash Acquisitions
California
$190M +$11.1M +6% 7.38% 95.6% 42
AC
4462
Alfreton Capital
United Kingdom
$190M +$31.7M +20% 0.12% 118% 4
KFS
4463
Kelly Financial Services
Massachusetts
$190M +$18.8M +11% 7.14% 48.6% 714
CFG
4464
Carr Financial Group
Massachusetts
$190M – – 7.93% – 164
TC
4465
Taika Capital
Florida
$190M +$26.5M +16% 17.3% 67.5% 56
T
4466
TRUADVICE
Florida
$190M +$11.7M +7% 6.23% 21.5% 165
NEGWA
4467
New England Guild Wealth Advisors
Connecticut
$190M +$24.3M +15% 7.86% 6.04% 71
VFIC
4468
Valley Forge Investment Consultants
Pennsylvania
$190M +$7.66M +4% 8.99% 53% 85
MS
4469
Madden Securities
Texas
$190M +$24.1M +15% 7.52% 93.8% 397
FCAM
4470
First Citizens Asset Management
North Carolina
$190M – – 7.48% – 38
PCM
4471
Pennsylvania Capital Management
Pennsylvania
$190M +$8.67M +5% 1.58% 74.5% 100
SWM
4472
Selective Wealth Management
Virginia
$189M -$44M -19% 4.19% – 794
OGC
4473
Oak Grove Capital
New Hampshire
$189M -$103M -35% 2.7% 117% 60
SAM
4474
Selway Asset Management
$189M +$17.8M +10% 9.2% 36.5% 160
DA
4475
Drake & Associates
Wisconsin
$189M +$13.5M +8% 5.7% 41% 74
177 178
179
180 181