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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
5451
Solas Capital Management
Connecticut
$161M +$18.1M +13% 19.1% 50.3% 26
SIF
5452
State Insurance Fund
New York
$161M – – 12.2% – 1
VF
5453
Visa Foundation
California
$161M +$9.77M +6% 13.1% 45.2% 1
CG
5454
Castellan Group
Kentucky
$161M +$18.7M +13% 14.5% 178% 65
PF
5455
Parker Financial
Washington
$161M +$17.7M +12% 9.16% – 48
GCM
5456
Gables Capital Management
Florida
$161M +$17.2M +12% 12.5% 135% 390
MWP
5457
Meredith Wealth Planning
Illinois
$161M +$26.4M +20% 11% – 49
IWA
5458
IVC Wealth Advisors
Pennsylvania
$161M +$11.3M +8% 10.8% 58.2% 174
BWM
5459
Boyd Wealth Management
California
$161M +$12M +8% 9.38% 39.4% 43
CFG
5460
Clayton Financial Group
Missouri
$161M – – 11.5% – 37
ACM
5461
AUA Capital Management
Pennsylvania
$161M +$22.4M +16% 9.29% 56.7% 82
ACM
5462
Arosa Capital Management
Florida
$161M -$124M -43% 1.54% 54.9% 54
JPLA
5463
Joseph P. Lucia & Associates
New York
$161M +$17.6M +12% 10.9% 60.4% 120
PWMG
5464
Pioneer Wealth Management Group
Texas
$161M +$29.4M +22% 8.51% – 39
NFGH
5465
Nan Fung Group Holdings
Hong Kong
$161M +$37.1M +30% 48.3% 216% 41
PWIA
5466
Porter White Investment Advisors
Alabama
$161M +$29.6M +23% 10.4% – 29
CCP
5467
Cunning Capital Partners
North Carolina
$160M +$8.48M +6% 14.7% 172% 96
CTC
5468
Cetera Trust Company
Minnesota
$160M – – 13% – 419
RCA
5469
Ranch Capital Advisors
Florida
$160M +$17.5M +12% 12.3% 81.2% 153
CL
5470
COWA LLC
Oklahoma
$160M +$12.2M +8% 8.51% 45.5% 113
CIG
5471
Cairn Investment Group
Washington
$160M +$9.41M +6% 10.1% 60.9% 66
SSWM
5472
Strait & Sound Wealth Management
California
$160M +$43.7M +37% 8.9% – 139
SAM
5473
Soviero Asset Management
New York
$160M +$6.41M +4% 14% 375% 46
ARIS
5474
Advanced Research Investment Solutions
California
$160M +$5.79M +4% 9.51% 13.2% 32
MA
5475
Minerva Advisors
Pennsylvania
$160M +$17M +12% 24.7% 111% 65
217 218
219
220 221