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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BA
5001
Ballew Advisors
Mississippi
$130M +$11.7M +10% 10.9% 49.5% 117
PFMU
5002
Privium Fund Management (UK)
United Kingdom
$130M – – 22.5% 71.8% 46
FWA
5003
FOCUS Wealth Advisors
Texas
$130M – – 10.1% 42.5% 35
WA
5004
WESPAC Advisors
California
$130M +$48.8M +60% 16.7% 64.3% 163
MFP
5005
Meridian Financial Partners
Virginia
$129M +$10.8M +9% 9.29% 47.2% 67
TCM
5006
Tuttle Capital Management
Connecticut
$129M -$15.7M -11% 12.6% 46.4% 267
KA
5007
Kozak & Associates
Colorado
$129M – – 13.1% 105% 70
SIM
5008
SummerHaven Investment Management
Connecticut
$129M – – 46.5% 98.9% 200
QCM
5009
Quantinno Capital Management
New York
$129M -$20.2M -13% 25.2% 108% 455
ONST
5010
Old North State Trust
North Carolina
$129M -$19.3M -13% 10.8% – 495
AFS
5011
Aft Forsyth & Sober
Florida
$129M +$116M +902% 9.56% 83.1% 61
BMA
5012
Brooks Moore & Associates
Tennessee
$129M +$13.1M +11% 11.9% 49.3% 93
FI
5013
Financial Insights
Washington
$129M +$11.6M +10% 9.75% 68.6% 81
HP
5014
Harvey Partners
New York
$129M +$52.8M +69% 40.1% 117% 55
LFASL
5015
Lugano Financial Advisors SA (LFA)
Switzerland
$129M +$21.5M +20% 9.57% 31.2% 117
HFS
5016
HBC Financial Services
Washington
$129M +$10.3M +9% 15.2% 12.6% 210
ACH
5017
Axis Capital Holdings
Bermuda
$129M +$19M +17% 11.9% 62.2% 3
BEI
5018
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 9.63% 63.4% 394
AWM
5019
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 12.1% 68.8% 35
SIS
5020
SVB Investment Services
Utah
$129M +$10.8M +9% 11.4% – 65
SAM
5021
Shone Asset Management
California
$129M +$16.6M +15% 13.4% – 42
LAI
5022
Legal Advantage Investments
California
$128M – – 21.3% 131% 96
KP
5023
Kuvari Partners
United Kingdom
$128M – – 57.6% – 6
RCM
5024
Rain Capital Management
Oregon
$128M -$14.5M -10% 5.26% 18.2% 36
MSWMA
5025
Market Street Wealth Management Advisors
Indiana
$128M +$16.4M +15% 16.4% 31.6% 43
199 200
201
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