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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FA
5326
Fermata Advisors
California
$119M – – 3.38% 33.1% 70
CPIM
5327
Coalescence Partners Investment Management
New York
$119M -$75.3M -39% 8.94% – 10
GPC
5328
Greenstone Partners & Co
California
$119M +$2.11M +2% 3.84% 448% 10
PFA
5329
Peak Financial Advisors
Colorado
$119M +$2.56M +2% 9.98% 25.5% 84
AFR
5330
Applied Fundamental Research
Massachusetts
$119M +$13.7M +13% 15.9% 19.3% 11
ACM
5331
Altai Capital Management
California
$119M +$43.8M +59% 15.1% 104% 9
EM
5332
Endicott Management
New York
$119M +$15.1M +15% 9.51% – 8
AM
5333
Ampfield Management
New York
$118M – – 14.5% 111% 21
CFSG
5334
Clark Financial Services Group
Missouri
$118M – – 6.1% 74.7% 61
MA
5335
Mosaic Advisors
Texas
$118M +$8.78M +8% 3.69% 30.3% 40
PP
5336
Patron Partners
Texas
$118M +$14.5M +14% 4.58% 68.7% 170
CCM
5337
Chiron Capital Management
Florida
$118M -$3.62M -3% 5.62% 16.4% 89
RWM
5338
RBA Wealth Management
California
$118M -$48.2M -29% 8.59% 66.2% 280
PWM
5339
Peterson Wealth Management
Nevada
$118M -$5.38M -4% 1.62% 31.2% 50
AWM
5340
AAF Wealth Management
Massachusetts
$118M +$7.34M +7% 7.87% 53.2% 23
YCM
5341
Yaupon Capital Management
New York
$118M -$14M -11% 16.6% 45.2% 83
POIA
5342
Pin Oak Investment Advisors
Texas
$118M -$3.9M -3% 11.1% 43.5% 439
IWP
5343
Innova Wealth Partners
Pennsylvania
$118M +$10.6M +10% 5.1% 55.4% 63
FDS
5344
First Dallas Securities
Texas
$118M +$6.82M +6% 15.9% 132% 111
DACS
5345
Dymon Asia Capital (Singapore)
Singapore
$118M +$67.9M +137% 0.39% 9.36% 115
VCWA
5346
Vanguard Capital Wealth Advisors
Colorado
$118M +$8.81M +8% 4.18% 130% 176
CC
5347
Coann Capital
Connecticut
$117M +$6.76M +6% 5.45% – 22
BG
5348
BRX Global
New York
$117M +$1.84M +2% 2.66% 165% 9
DP
5349
Divergent Planning
Maryland
$117M +$12.8M +12% 4.7% 34% 17
HS
5350
Horan Securities
United States
$117M -$2.75M -2% 7.5% 50.2% 481
212 213
214
215 216