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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFPWM
5051
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 4.05% 38.1% 23
ODFS
5052
O'Donnell Financial Services
California
$166M +$109M +195% 6% 48.9% 25
STC
5053
Sarah T. Connolly
$165M +$7.8M +5% 7.57% 35% 94
ACL
5054
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 5.68% 142% 16
PP
5055
Praetorian PR
Puerto Rico
$165M +$30.3M +22% 15.9% – 36
BFA
5056
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 3.2% 29.5% 26
TWA
5057
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 3.36% – 50
MM
5058
MWG Management
British Virgin Islands
$165M +$23.3M +16% 18.5% 71.9% 3
MAC
5059
Monarch Alternative Capital
New York
$165M -$6.46M -4% 1.73% 107% 7
KCG
5060
Kinsale Capital Group
Virginia
$165M +$28.2M +21% 5.2% 59.8% 35
PHM
5061
Prospect Hill Management
New Jersey
$165M +$25.3M +18% 18.4% 99.3% 15
WPW
5062
Watershed Private Wealth
Illinois
$165M +$17.2M +12% 6.67% – 91
KA
5063
Kercheville Advisors
Texas
$165M +$19.3M +13% 18.3% 170% 81
IFO
5064
Independent Family Office
New York
$165M -$8.24M -5% 4.98% 66.1% 74
AIA
5065
Armor Investment Advisors
North Carolina
$165M -$9.99M -6% 4.77% 47.8% 181
EH
5066
EMG Holdings
Connecticut
$165M +$19.3M +13% 6.62% 2.13% 79
LC
5067
Linse Capital
Puerto Rico
$165M – – 16.8% – 2
MA
5068
Mezzasalma Advisors
New Jersey
$165M +$23.5M +17% 15% 167% 92
CCC
5069
Cincinnati Casualty Company
Ohio
$165M +$5.25M +3% 4.05% 50.7% 26
APIM
5070
Agate Pass Investment Management
Washington
$165M +$11.9M +8% 5.45% 53.1% 97
RA
5071
Riverstone Advisors
Texas
$165M +$8.17M +5% 8.39% 83.8% 55
HCM
5072
HMS Capital Management
Tennessee
$165M +$5.93M +4% 9.3% 94.6% 117
BWM
5073
Boyd Wealth Management
California
$165M +$20.5M +14% 3.58% 39.4% 45
CWA
5074
Clarus Wealth Advisors
Arizona
$165M +$5.66M +4% 6.13% – 140
BCM
5075
Birch Capital Management
Texas
$165M +$9.26M +6% 6.5% 58.8% 104
201 202
203
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