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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
4851
Curi Wealth Management
North Carolina
$138M – – 13.1% 16.3% 538
NPP
4852
New Potomac Partners
Maryland
$138M +$12.6M +10% 13.1% 37.2% 129
EA
4853
Ellsworth Advisors
Ohio
$138M +$37.8M +38% 10.9% 64.8% 131
HPCM
4854
Hein Park Capital Management
New York
$138M – – 21.8% 59% 7
LB
4855
Legacy Bridge
Iowa
$138M +$28.4M +26% 16.7% 132% 296
SLWS
4856
Swaine & Leidel Wealth Services
Florida
$138M +$35.3M +34% 13.8% – 65
GB
4857
Goepper Burkhardt
South Carolina
$138M – – 10.8% 48.2% 59
SAM
4858
Seelaus Asset Management
New Jersey
$138M +$13.5M +11% 13.6% 87.7% 211
ATWA
4859
Arbor Trust Wealth Advisors
Michigan
$138M +$22.2M +19% 14% 53.3% 97
SHA
4860
Seneca House Advisors
Virginia
$138M +$11.3M +9% 12% 44.5% 78
CCM
4861
Colorado Capital Management
Colorado
$138M +$16.4M +14% 14.9% 41.9% 74
RMSCM
4862
R.M. Sincerbeaux Capital Management
New York
$138M +$20.4M +17% 15% 78.8% 48
PCAP
4863
Pratt Collard Advisory Partners
New York
$137M +$15.2M +12% 20.6% 91.7% 99
RWRC
4864
R.W. Roge & Company
New York
$137M +$7.37M +6% 9.63% 54.1% 38
TA
4865
Townsend & Associates
Colorado
$137M +$9.59M +8% 12.6% 43.8% 71
RGC
4866
Redwood Grove Capital
California
$137M – – 36.4% 42.3% 23
PIM
4867
Ponoi II Management
California
$137M – – 40.8% – 5
IDBONY
4868
Israel Discount Bank of New York
New York
$137M -$17.2M -11% 10.6% 37.6% 89
KCM
4869
Kendall Capital Management
Maryland
$137M +$22.1M +19% 18.2% 77.3% 130
OFA
4870
Oak Family Advisors
Illinois
$137M – – 11.2% 71.8% 95
RCC
4871
Red Cedar Capital
Nebraska
$137M +$22.6M +20% 23.9% 43.2% 145
WMRU
4872
William Marsh Rice University
Texas
$137M +$44.1M +47% 3.49% 13.7% 6
DLHL
4873
Donald L. Hagan LLC
Florida
$137M +$10.7M +8% 9.77% 32.1% 89
SL
4874
SWMG LLC
Texas
$137M – – 17.8% 44% 58
TCM
4875
Tieton Capital Management
Washington
$137M +$35.6M +35% 48.2% 158% 31
193 194
195
196 197