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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VI
5326
Visa Inc
California
$151M -$84.4M -36% 35.2% – 4
YEPI
5327
Yorktown Energy Partners IX
New York
$151M -$29.7M -16% 23.9% 4.82% 2
TF
5328
Theory Financial
Colorado
$151M -$2.3M -1% 2.98% – 65
OPOWM
5329
One Plus One Wealth Management
Florida
$151M +$6.1M +4% 1.91% 40% 102
RCF
5330
Rainwater Charitable Foundation
Texas
$151M -$5.75M -4% 6.03% 38.6% 4
CRCM
5331
Crystal Rock Capital Management
Illinois
$151M -$34.8M -19% 13.8% 194% 33
HG
5332
Herbst Group
Connecticut
$151M -$11.4M -7% 0.19% 111% 89
LA
5333
Lifeworks Advisors
Michigan
$151M +$25.2M +20% 4.63% 53.3% 133
AC
5334
Alfreton Capital
United Kingdom
$151M +$96.4M +178% 9.75% 118% 4
BAG
5335
Briggs Advisory Group
Rhode Island
$151M +$4.05M +3% 4.46% – 52
OFW
5336
Omnia Family Wealth
Florida
$151M -$13.9M -8% 2.52% 72.5% 79
CAM
5337
Concorde Asset Management
Michigan
$151M -$17M -10% 1.47% 31.8% 198
WWM
5338
WJ Wealth Management
Arizona
$150M -$16.9M -10% 0.56% 77.2% 63
DCM
5339
Delta Capital Management
New Jersey
$150M -$28.7M -16% 2.89% 50.3% 89
EPL
5340
EDBI Pte Ltd
Singapore
$150M -$33.9M -18% 29.4% 6.21% 23
ACM
5341
Ardent Capital Management
Ohio
$150M -$573K -0.4% 2.94% 82.1% 28
CGI
5342
Calixto Global Investors
Florida
$150M -$33.1M -18% 9.64% 180% 13
SAM
5343
Satovsky Asset Management
New York
$150M +$609K +0.4% 1.51% 46% 41
CAMV
5344
Concord Asset Management (Virginia)
Virginia
$150M -$417K -0.3% 5.19% 41.2% 56
MPIM
5345
McGinn Penninger Investment Management
Virginia
$150M -$1.77M -1% 0.09% 60.8% 39
KAM
5346
KEB Asset Management
Illinois
$150M -$6.75M -4% 2.45% 50% 54
MA
5347
Mudita Advisors
United Kingdom
$150M +$38.7M +35% 17.7% 71.3% 21
LFASL
5348
Lugano Financial Advisors SA (LFA)
Switzerland
$150M -$23.7M -14% 2.89% 31.2% 127
AA
5349
AF Advisors
California
$149M -$24.6M -14% 7.37% 350% 25
BWG
5350
Beta Wealth Group
California
$149M +$10.8M +8% 5.79% 34.2% 100
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214
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