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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SA
5401
Sunesis Advisors
Kansas
$164M +$23.1M +16% 9.85% – 78
3CP
5402
3G Capital Partners
New York
$164M -$15.9M -9% 10.3% 269% 13
WQ
5403
Wealth Quarterback
New Jersey
$164M +$48.2M +42% 11% 61.9% 128
CCIA
5404
Cherry Creek Investment Advisors
Colorado
$164M +$16.4M +11% 12.1% 123% 104
LFM
5405
Lumina Fund Management
New York
$164M -$45.1M -22% 11.3% 31.6% 56
AVM
5406
Arch Venture Management
Illinois
$164M +$9.55M +6% 4.72% 31.3% 8
TL
5407
TowerView LLC
New York
$163M +$13.1M +9% 9.79% 10.7% 33
LC
5408
Lavaca Capital
Texas
$163M -$115M -41% 10.1% 64.9% 145
CIA
5409
Citadel Investment Advisory
Ohio
$163M +$10.6M +7% 6.73% 68.3% 82
KIG
5410
Kessler Investment Group
Indiana
$163M +$43.9M +37% 18% 191% 181
E3F
5411
Eight 31 Financial
Texas
$163M – – 5.36% – 79
CI
5412
Cordant Inc
Oregon
$163M +$12M +8% 7.36% 25.6% 172
BCM
5413
Banyan Capital Management
Georgia
$163M +$9.18M +6% 7.84% 63.3% 21
TRIA
5414
Trail Ridge Investment Advisors
Colorado
$163M +$15.9M +11% 11.8% 69.5% 111
AWM
5415
AllSquare Wealth Management
New York
$163M +$9.66M +6% 8.56% 43.2% 553
CM
5416
Cohanzick Management
New York
$163M +$47.5M +41% 0.48% 1.03% 77
WIA
5417
Wetzel Investment Advisors
Indiana
$163M – – 9.96% – 1,109
HCM
5418
HMS Capital Management
Tennessee
$163M +$11.6M +8% 12.2% 94.6% 120
BAM
5419
BOCHK Asset Management
Hong Kong
$163M – – 18.9% – 64
MCM
5420
Mork Capital Management
California
$163M +$34.5M +27% 11.7% 36.6% 145
EA
5421
Ergawealth Advisors
Illinois
$163M +$17.7M +12% 8.91% – 55
AA
5422
AJ Advisors
Tennessee
$163M +$29.6M +22% 10.2% – 44
DFS
5423
Dixon Fnancial Services
California
$163M +$14.4M +10% 9.82% 52.4% 29
MA
5424
Menlo Advisors
California
$163M +$10.3M +7% 8.87% 81.1% 32
RFA
5425
Resurgent Financial Advisors
Georgia
$163M +$16.2M +11% 9.42% 72% 533
215 216
217
218 219