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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
COA
5476
Crown Oak Advisors
California
$177M -$4.68M -3% 1.48% – 22
CP
5477
Camelot Portfolios
Ohio
$177M +$74.4M +73% 1% 28.9% 600
1CM
5478
1492 Capital Management
Wisconsin
$177M -$2.96M -2% 5.54% 178% 111
UMC
5479
UNC Management Company
North Carolina
$177M +$54.6M +45% 2.87% 74.7% 3
WQ
5480
Wealth Quarterback
New Jersey
$176M -$2.6M -1% 2.9% 61.9% 134
TC
5481
TAGStone Capital
North Carolina
$176M +$5.59M +3% 1.4% 51.5% 92
FFO
5482
Fortitude Family Office
Arizona
$176M +$27.7M +19% 4.88% – 1,085
SIMC
5483
Squire Investment Management Company
Utah
$176M +$17.6M +11% 0.68% – 55
IAIM
5484
Industrial Alliance Investment Management
Quebec, Canada
$176M +$37.4M +27% 4.3% 76.7% 15
HBT
5485
Heartland Bank & Trust
Illinois
$176M +$4.25M +2% 5.77% 102% 153
SCM
5486
Sterneck Capital Management
Missouri
$176M +$8.86M +5% 3.59% 48.1% 98
HI
5487
Harrington Investments
California
$176M +$1.52M +0.9% 4.85% 75.7% 83
ADIM
5488
Alpha DNA Investment Management
Maryland
$176M -$6M -3% 2.93% 76.5% 257
AIA
5489
Arcadia Investment Advisors
Idaho
$176M +$1.03M +0.6% 1.62% 43% 81
SPA
5490
Shore Point Advisors
New Jersey
$176M +$880K +0.5% 0.45% 35.6% 61
LIA
5491
LSP Investment Advisors
New York
$176M -$9.48M -5% 2.94% 94.7% 29
FFL
5492
Financial Freedom LLC
Ohio
$176M +$7.28M +4% 1.46% – 377
CP
5493
Castleview Partners
Texas
$176M -$3.18M -2% 1.41% 47.4% 1,017
AA
5494
Altman Advisors
Illinois
$176M -$29.6M -14% 6.07% – 97
CIA
5495
Citadel Investment Advisory
Ohio
$176M -$1.62M -0.9% 0.91% 68.3% 82
SAM
5496
S.A. Mason
Michigan
$176M +$9.5M +6% 4.04% 79.9% 328
DI
5497
Dalton Investments
Nevada
$176M +$10.9M +7% 12.9% 165% 29
GCS
5498
Gordian Capital (Singapore)
Singapore
$176M +$41.1M +31% 8.46% 189% 189
SWM
5499
SFG Wealth Management
Maryland
$175M +$7.03M +4% 2.28% 70.1% 105
NSB
5500
Norway Savings Bank
Maine
$175M -$64.2M -27% 4.44% 64.5% 137
218 219
220
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