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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LAM
4826
Lountzis Asset Management
Pennsylvania
$181M +$12.4M +7% 10% 109% 53
KIM
4827
Kestrel Investment Management
California
$181M +$3.23M +2% 10.2% 86.9% 41
HCM
4828
Horiko Capital Management
New York
$181M +$18.7M +11% 16.4% 136% 24
HG
4829
Harbor Group
New Hampshire
$181M +$12.9M +8% 6.76% 44.1% 70
2L
4830
25 LLC
Missouri
$181M +$18.8M +12% 3.26% – 716
CW
4831
Cabot-Wellington
Massachusetts
$181M +$9.66M +6% 5.64% 57.8% 4
VFPI
4832
Vantage Financial Partners (Illinois)
Illinois
$180M +$11.3M +7% 6.57% 13.3% 97
KA
4833
Kailix Advisors
Florida
$180M +$37M +26% 10.3% – 7
SVCM
4834
Saturn V Capital Management
Texas
$180M +$46.4M +35% 12.7% – 23
BIMC
4835
Benson Investment Management Company
Virginia
$180M +$5.4M +3% 6.73% 78.1% 57
ICM
4836
IMS Capital Management
Oregon
$180M +$12.3M +7% 12.1% 87.8% 145
ZR
4837
Zeno Research
New York
$180M +$30.7M +21% 1.35% 25.3% 39
AA
4838
AlphaCentric Advisors
Puerto Rico
$180M +$35.2M +24% 5.44% – 287
DFG
4839
Demars Financial Group
Washington
$180M -$1.38M -0.8% 1.59% 34.6% 75
TPW
4840
TL Private Wealth
Texas
$180M +$3.4M +2% 4.85% 42.1% 43
TCB
4841
Texas Capital Bancshares
Texas
$180M +$20.1M +13% 10.9% 141% 95
SWM
4842
Silverlake Wealth Management
Vermont
$180M +$15M +9% 5.22% 53.1% 238
FMB
4843
Field & Main Bank
Kentucky
$179M +$11.8M +7% 9.48% 94.5% 268
GAMC
4844
Garner Asset Management Corp
Texas
$179M -$38.8M -18% 7.25% 62.2% 168
RBGI
4845
Ribbit Bullfrog GP II
California
$179M +$40.1M +29% 13.8% – 4
SWM
4846
Soundmark Wealth Management
Washington
$179M +$12.2M +7% 4.41% 17.1% 62
CRI
4847
Commonwealth Retirement Investments
Virginia
$179M +$10.7M +6% 5.06% – 69
LK
4848
Lumbard & Kellner
New Hampshire
$179M -$19.5M -10% 2.96% 58.3% 95
FDS
4849
First Dallas Securities
Texas
$179M +$9.74M +6% 6.86% 132% 129
WCA
4850
Whetstone Capital Advisors
Kansas
$179M +$24.1M +16% 9.84% 242% 43
192 193
194
195 196