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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFA
4601
Spectrum Financial Alliance
Kentucky
$203M -$1.8M -0.9% 1.69% – 10
PWC
4602
PYA Waltman Capital
Tennessee
$203M +$9.06M +5% 1.56% 73.5% 216
BC
4603
Beaconlight Capital
New York
$203M +$3.63M +2% 5.26% 149% 46
BWL
4604
Beacon Wealthcare LLC
North Carolina
$203M -$16.9M -8% 5.78% 33.6% 13
SJL
4605
Shayne & Jacobs LLC
Tennessee
$203M +$17M +9% 10.5% 72.1% 37
NLVP
4606
New Leaf Venture Partners
New York
$203M -$73.1M -26% 22% 15.2% 22
BWM
4607
BNC Wealth Management
Oregon
$203M -$8.57M -4% 1.21% 155% 146
SFG
4608
Sunburst Financial Group
Alabama
$203M +$5.59M +3% 4% 40.2% 76
BCM
4609
Breiter Capital Management
Florida
$202M -$1.69M -0.8% 2.7% 109% 141
RWP
4610
Reliant Wealth Planning
Kentucky
$202M -$3.29M -2% 4.24% 37.2% 6
CW
4611
Cabot-Wellington
Massachusetts
$202M -$15.5M -7% 5.86% 57.8% 12
CCM
4612
Chimera Capital Management
New York
$202M +$42.3M +26% 14.8% – 55
KCMRT
4613
Kemper Corp Master Retirement Trust
Illinois
$202M +$76.9M +62% 11.5% 21.9% 2
CC
4614
Claybrook Capital
Massachusetts
$202M -$11.1M -5% 4.25% 7.14% 138
GTC
4615
Ghost Tree Capital
New York
$202M -$59.3M -23% 2.74% 198% 52
SCA
4616
Sander Capital Advisors
Washington
$202M -$46.4M -19% 7.31% 89.2% 17
IGYL
4617
I.G.Y. Ltd
United Kingdom
$202M +$6.12M +3% 3.67% 117% 3
SIC
4618
Shoker Investment Counsel
Ohio
$202M -$16.6M -8% 0.93% 53.5% 104
CL
4619
COWA LLC
Oklahoma
$201M +$2.78M +1% 1.98% 45.5% 154
TW
4620
Towerpoint Wealth
California
$201M -$9.9M -5% 4.77% 47.1% 90
BWP
4621
Bernardo Wealth Planning
Pennsylvania
$201M -$3.4M -2% 3.24% 46.7% 95
KFI
4622
Key Financial Inc
Pennsylvania
$201M +$1.53M +0.8% 3.21% 47.7% 1,130
CP
4623
Camelot Portfolios
Ohio
$201M -$46.7M -19% 0.02% 28.9% 265
RGC
4624
Redwood Grove Capital
California
$201M -$12.1M -6% 4.49% 42.3% 26
LM
4625
Lasry Marc
$201M -$1.43M -0.7% 2.36% 5.71% 15
183 184
185
186 187