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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FCCM
5251
First City Capital Management
Georgia
$172M +$13M +8% 9.22% 59.1% 173
JGCM
5252
Joseph Group Capital Management
Ohio
$172M +$33.4M +24% 10% 43.7% 87
SFP
5253
Strategic Financial Partners
Oregon
$172M +$7.43M +5% 10.8% 42.1% 76
PI
5254
Point72 Italy
Italy
$172M – – 22.7% – 18
ONGA
5255
O'Neil Global Advisors
California
$172M +$61.6M +56% 21% 1,380% 77
BFA
5256
Bluestem Financial Advisors
Illinois
$172M +$8.03M +5% 9.18% 29.5% 26
WR
5257
WD Rutherford
Oregon
$172M +$26M +18% 17.1% 137% 73
VLC
5258
Van Leeuwen & Company
New Jersey
$172M +$11.2M +7% 12.4% 76.3% 95
TB
5259
Treynor Bancshares
Iowa
$172M +$14M +9% 7.31% 3.34% 80
FIM
5260
FWL Investment Management
Texas
$172M +$22.7M +15% 10.2% 92.7% 270
WHAM
5261
Windmill Hill Asset Management
United Kingdom
$172M -$59M -26% 10.4% 92.1% 44
PAM
5262
Peninsula Asset Management
Florida
$172M +$13.1M +8% 9.9% 50.3% 41
NAM
5263
NewGen Asset Management
Ontario, Canada
$172M +$41.8M +32% 5.25% 156% 32
MP
5264
MVM Partners
Massachusetts
$172M +$12.3M +8% 4.03% – 3
SCM
5265
Sitrin Capital Management
California
$172M +$11.4M +7% 11.8% 105% 43
KCFA
5266
Key Client Fiduciary Advisors
New Jersey
$172M +$8.68M +5% 10.9% 62% 176
CC
5267
Codex Capital
New York
$171M +$16.5M +11% 13.9% 84.4% 37
PL
5268
Polianta Ltd
Jersey
$171M -$31.3M -15% 10.2% 30.4% 96
SW
5269
StrongBox Wealth
Missouri
$171M +$14.3M +9% 8.94% 50.6% 84
VU
5270
Valence8 US
Massachusetts
$171M +$13.2M +8% 9.81% – 15
KFO
5271
Kopp Family Office
Minnesota
$171M +$13.2M +8% 13.4% 32.1% 21
COA
5272
Crown Oak Advisors
California
$171M – – 15.4% – 21
CC
5273
Cowbird Capital
New York
$171M -$20M -10% 2.71% 21.8% 13
DI
5274
Disciplined Investments
Oklahoma
$171M +$6.31M +4% 7.55% 34.3% 115
DFG
5275
Delphi Financial Group
Delaware
$171M -$36.2M -18% 1.23% 50.4% 23
209 210
211
212 213