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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IAM
5126
Infusive Asset Management
New York
$225M -$12.5M -5% 4.28% 67.6% 46
FCMV
5127
Foresite Capital Management VI
California
$224M – – 19.5% – 14
MWP
5128
Meredith Wealth Planning
Illinois
$224M +$14.8M +7% 2.16% – 51
EC
5129
Eaton-Cambridge
Arizona
$224M +$13.3M +6% 1.89% – 36
MMM
5130
Mendel Money Management
Illinois
$224M -$7.34M -3% 1.43% 55.1% 140
SFPG
5131
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 1.62% 56% 165
FFA
5132
Florida Financial Advisors
Florida
$224M +$29.9M +15% 3.06% – 209
BTIM
5133
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 3.55% 34.1% 56
AWM
5134
Altus Wealth Management
Kentucky
$224M +$10.4M +5% 2.46% 68.8% 42
KCFA
5135
Key Client Fiduciary Advisors
New Jersey
$223M +$3.85M +2% 1.95% 62% 200
TPW
5136
TL Private Wealth
Texas
$223M -$106K -0% 0.06% 42.1% 45
MIM
5137
Meros Investment Management
Texas
$223M +$2.32M +1% 11.2% 59.1% 44
AVI
5138
Asset Value Investors
United Kingdom
$223M – – 4.11% – 5
PKC
5139
Palmer Knight Company
Florida
$223M -$4.32M -2% 3.99% 76% 35
ACM
5140
Azarias Capital Management
Pennsylvania
$223M -$1.71M -0.8% 4.18% 56.9% 22
SM
5141
STF Management
Texas
$223M +$3.09M +1% 9.17% – 105
BWG
5142
Balanced Wealth Group
Ohio
$223M -$3.17M -1% 0.39% – 68
BAM
5143
Bosun Asset Management
Illinois
$223M +$15.3M +7% 20.3% 221% 219
HHGC
5144
Hunting Hill Global Capital
New York
$223M +$152M +213% 25.2% 92.2% 85
OAM
5145
Oxford Asset Management
United Kingdom
$223M +$104M +87% 0.4% – 636
MFC
5146
Mechanics Financial Corp
Ohio
$223M -$5.82M -3% 0.4% 50.8% 256
SAMC
5147
Spectrum Asset Management (California)
California
$223M -$13.8M -6% 0.21% 53.8% 103
LWA
5148
Lifelong Wealth Advisors
Minnesota
$222M – – 1.47% – 66
JHWEPV
5149
J.H. Whitney Equity Partners VII
Connecticut
$222M -$30.7M -12% 12.1% 131% 1
CPW
5150
Crestmont Private Wealth
Texas
$222M -$6.53M -3% 0.27% 44% 122
204 205
206
207 208