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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SAMT
4826
Select Asset Management & Trust
Pennsylvania
$203M +$30.8M +18% 11.4% 65.3% 70
HGIM
4827
High Ground Investment Management
United Kingdom
$203M +$52.8M +35% 2.45% – 9
OGF
4828
Orin Green Financial
California
$203M +$22.6M +13% 11.4% 41.3% 80
SHFP
4829
Second Half Financial Partners
Florida
$203M +$1.89M +0.9% 7.18% 24.9% 54
AMIM
4830
Aull & Monroe Investment Management
Alabama
$203M +$11M +6% 8.45% 47.5% 132
WU
4831
Washington University
Missouri
$203M -$75.3M -27% 16.1% 177% 11
FA
4832
Forefront Analytics
Pennsylvania
$203M +$26.2M +15% 8.08% 24.9% 71
RHI
4833
Richmond Hill Investments
New York
$202M +$10.7M +6% 6.72% 30.5% 4
SWM
4834
Soundmark Wealth Management
Washington
$202M +$22.4M +12% 10.6% 17.1% 65
LFA
4835
Level Financial Advisors
New York
$202M +$23.4M +13% 8.2% 32.4% 293
PBRA
4836
Pine Brook Road Advisors
New York
$202M – – 6.13% – 3
PP
4837
Praetorian PR
Puerto Rico
$202M +$6.02M +3% 8.07% – 28
LWA
4838
Lowe Wealth Advisors
Maryland
$202M +$14.1M +7% 7.94% 46.2% 323
SC
4839
Scholtz & Company
Connecticut
$202M +$50.4M +33% 13.2% 111% 75
BWCS
4840
Beirne Wealth Consulting Services
Connecticut
$202M +$76.5M +61% 15% 57.2% 159
BSC
4841
Brown Shipley & Co
United Kingdom
$202M +$20.4M +11% 12.8% – 93
3C
4842
325 Capital
New York
$202M +$80.6M +67% 17.9% 194% 13
KM
4843
KP Management
Minnesota
$202M – – 16% – 62
1W
4844
1776 Wealth
Georgia
$202M +$12.5M +7% 12.1% 96.7% 154
KCG
4845
Kinsale Capital Group
Virginia
$202M +$25.4M +14% 9.03% 59.8% 36
HIC
4846
Harbor Island Capital
Massachusetts
$202M +$28.5M +16% 17.4% 95.7% 15
AWM
4847
Ameliora Wealth Management
Switzerland
$201M +$32.8M +19% 8.39% 58% 221
LW
4848
Libra Wealth
California
$201M +$20.6M +11% 10% 44.5% 52
FFG
4849
Fortem Financial Group
California
$201M +$30.5M +18% 10.7% 117% 169
BKA
4850
Brick & Kyle Associates
Pennsylvania
$201M +$12.5M +7% 12.4% 82.9% 60
192 193
194
195 196