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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CTEF
5351
Capital Today Evergreen Fund
Cayman Islands
$123M +$36.5M +42% 47.2% 20.4% 3
LCH
5352
Lee Capital Holdings
New York
$123M -$54.1M -31% 20.7% 35% 74
IOOF
5353
Independent Order of Foresters
Ontario, Canada
$123M -$47.4M -28% 16.6% 58.2% 13
A
5354
Atomvest
Hong Kong
$123M +$36.4M +42% 21.1% 87.7% 4
CWR
5355
Chico Wealth RIA
California
$123M -$1.72M -1% 11% 48.9% 26
LAM
5356
LFS Asset Management
California
$123M – – 4.96% – 57
FP
5357
Factorial Partners
New York
$123M -$22.5M -15% 13.3% 69.8% 102
MAM
5358
McCarthy Asset Management
California
$123M -$20.7M -14% 10.4% 38.3% 340
WF
5359
Williams Financial
Vermont
$123M -$9.34M -7% 5.58% 21.1% 40
QI
5360
Qualcomm Inc
California
$123M -$112M -48% 30.9% – 13
KWM
5361
KerberRose Wealth Management
Wisconsin
$123M – – 10.8% – 115
NPI
5362
New Perspectives Inc
Mississippi
$123M -$16M -12% 13.4% – 24
RB
5363
Renasant Bank
Mississippi
$123M -$26.1M -18% 10.2% 53.2% 206
EA
5364
Evolution Advisers
Virginia
$122M -$12.6M -9% 11.4% 33% 152
PFA
5365
Pinnacle Family Advisors
Missouri
$122M -$65.3M -35% 15.1% 83.6% 124
BWM
5366
Boyd Wealth Management
California
$122M -$11.3M -8% 10.5% 39.4% 46
SC
5367
Stephens Consulting
Michigan
$122M +$919K +0.8% 12.4% 44.1% 576
ES
5368
ETF Store
Kansas
$122M -$4.76M -4% 9.91% 40.4% 84
SRA
5369
Summit Rock Advisors
New York
$122M -$41.1M -25% 10.9% 86% 9
HWM
5370
Horizons Wealth Management
North Carolina
$122M – – 11.3% 19.9% 166
LAM
5371
Lynch Asset Management
Pennsylvania
$122M -$17.6M -13% 15.8% 196% 57
HWM
5372
Heirloom Wealth Management
Colorado
$122M -$21.6M -15% 15% – 33
C
5373
Covestor
United Kingdom
$122M -$25.6M -17% 14% 80.5% 2,580
ODFS
5374
O'Donnell Financial Services
California
$122M -$97.6M -44% 9.89% 48.9% 47
PM
5375
Plustick Management
Virginia
$122M -$36.4M -23% 16% 496% 27
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