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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HP
5426
Harbourvest Partners
Massachusetts
$203M +$10.3M +5% 5.65% 154% 39
PSA
5427
Plum Street Advisors
Louisiana
$203M +$5.06M +3% 1.81% – 90
SILC
5428
Starr Indemnity & Liability Company
New York
$203M – – 2.02% – 5
IQI
5429
Integrated Quantitative Investments
Washington
$202M – – 5.79% – 287
EA
5430
Ergawealth Advisors
Illinois
$202M +$679K +0.3% 0.25% – 65
WA1
5431
Wimmer Associates 1
California
$202M -$1.99M -1% 0.86% 67.7% 114
TCM
5432
TAM Capital Management
Connecticut
$202M +$58.8M +41% 6.86% – 8
BCA
5433
Bernzott Capital Advisors
California
$202M -$30.1M -13% 4.65% 32.3% 42
PPC
5434
Pennington Partners & Co
Maryland
$202M – – 2.91% – 91
BAM
5435
Ballast Asset Management
Texas
$202M +$6.01M +3% 11.3% – 54
IA
5436
Incentive AS
Norway
$202M +$37.7M +23% 0.38% – 2
GCM
5437
Gallacher Capital Management
Colorado
$202M -$16M -7% 1.19% – 306
BSC
5438
Brown Shipley & Co
United Kingdom
$201M -$1.91M -0.9% 4.73% – 70
SFA
5439
Seneca Financial Advisors
New York
$201M -$4.19M -2% 1.71% 38.8% 58
HFP
5440
Holistic Financial Partners
Indiana
$201M -$6.44M -3% 2.95% 79.7% 130
TC
5441
TFR Capital
Texas
$201M – – 3.5% – 115
FWP
5442
Firethorn Wealth Partners
Georgia
$201M +$4.28M +2% 1.26% 53.7% 165
RP
5443
Raelipskie Partnership
Ontario, Canada
$201M -$3.83M -2% 1.03% – 130
HCM
5444
Heights Capital Management
California
$201M +$66.4M +49% 33.5% – 190
WIA
5445
Wetzel Investment Advisors
Indiana
$201M +$2.3M +1% 0.48% – 129
SCP
5446
Sivia Capital Partners
California
$201M +$31.9M +19% 28% – 237
DPCM
5447
Doma Perpetual Capital Management
Florida
$201M +$3M +2% 2.69% – 8
AFM
5448
Abbot Financial Management
Massachusetts
$201M +$2.15M +1% 3.1% 81.4% 129
CWA
5449
Clarus Wealth Advisors
Arizona
$201M +$4.53M +2% 1.25% – 143
IIM
5450
Ironwood Investment Management
Massachusetts
$201M -$4.43M -2% 0.54% 140% 181
216 217
218
219 220