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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
S
5351
ShariaPortfolio
Florida
$185M +$11.9M +7% 1.85% – 35
NVCHI
5352
New Vernon Capital Holdings II
New Jersey
$185M -$7.89M -4% 7.04% 76.7% 89
PCMK
5353
Paragon Capital Management (Kansas)
Kansas
$185M -$293K -0.2% 4.33% 64.7% 56
OAS
5354
Optivise Advisory Services
Tennessee
$185M – – 2.94% – 179
KIG
5355
Kessler Investment Group
Indiana
$185M +$23.9M +15% 5.19% 191% 210
DRD
5356
Dennis R. Delaney
$185M +$1.53M +0.8% 3.02% 65.7% 48
CW
5357
Cook Wealth
North Carolina
$185M +$18.7M +11% 1.62% 7.35% 59
MWA
5358
Miller Wealth Advisors
Colorado
$185M +$17.4M +10% 11.1% 90% 85
BHMP
5359
Bardin Hill Management Partners
New York
$185M -$51M -22% 10.6% 277% 38
BFWM
5360
Bright Futures Wealth Management
New York
$185M -$427K -0.2% 2.32% – 218
WC
5361
Westhampton Capital
North Carolina
$184M +$1.33M +0.7% 3.03% 72.2% 121
TA
5362
TKG Advisors
Indiana
$184M +$4.96M +3% 2.7% 70.4% 110
BAM
5363
Ballast Asset Management
Texas
$184M -$258K -0.1% 3.97% – 52
DC
5364
Diametric Capital
Massachusetts
$184M +$4.22M +2% 0.95% 190% 507
ORAM
5365
One River Asset Management
Connecticut
$184M -$134M -42% 0.5% – 119
WCM
5366
Westerly Capital Management
California
$184M -$7.59M -4% 7.32% 53.5% 56
OCM
5367
Ovata Capital Management
Hong Kong
$184M -$8.12M -4% 5.17% 81.2% 52
OGM
5368
OnyxPoint Global Management
New York
$184M -$4.84M -3% 3.21% – 16
ACM
5369
Adalta Capital Management
New York
$184M +$2.85M +2% 1.95% 65.8% 108
MWA
5370
Moser Wealth Advisors
Washington
$184M +$4.4M +2% 3.9% – 155
RPCONE
5371
Retirement Planning Company of New England
Rhode Island
$184M +$1.26M +0.7% 3.77% 90.2% 227
EA
5372
Ergawealth Advisors
Illinois
$184M +$1.3M +0.7% 0.24% – 65
PF
5373
Parker Financial
Washington
$184M +$8.06M +5% 1.16% – 46
SC
5374
Swan Capital
Florida
$184M +$7.71M +4% 0.24% – 308
RTL
5375
Red Tortoise LLC
Georgia
$183M +$4.34M +2% 0.55% – 612
213 214
215
216 217