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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VIG
5501
Vienna Insurance Group
Poland
$146M -$41.2M -22% 10.8% 85.8% 35
DM
5502
Diker Management
New York
$146M -$48.2M -25% 4.51% 101% 45
WW
5503
Westshore Wealth
California
$146M +$22.1M +18% 10.7% 44% 96
ABP
5504
Arthur B. Page
$146M +$11.2M +8% 11.3% 40.4% 61
QC
5505
Quaero Capital
Switzerland
$146M +$31K +0% 7.31% 61.7% 79
KCA
5506
Karn Couzens & Associates
Connecticut
$146M +$14.5M +11% 8.68% – 88
CFO
5507
Capitol Family Office
Oregon
$146M – – 10.8% 48.9% 24
AWA
5508
AmeriServ Wealth Advisors
Pennsylvania
$146M +$15.9M +12% 15.3% – 66
CC
5509
Carrhae Capital
United Kingdom
$146M +$27.9M +24% 1.63% 103% 17
WCA
5510
Waypoint Capital Advisors
Minnesota
$146M – – 11.7% 50.5% 97
WMP
5511
Wealth Management Partners
Arizona
$146M +$10.8M +8% 10.8% 127% 120
DTC
5512
Davidson Trust Company
Washington
$146M +$14.6M +11% 10.9% 52.3% 130
SNBOSCI
5513
Security National Bank of Sioux City Iowa
Iowa
$146M +$15.7M +12% 11.3% – 93
SV
5514
Stilwell Value
New York
$146M -$2.55M -2% 2.16% 178% 40
PS
5515
Planned Solutions
California
$146M – – 5.92% 49.6% 77
MAM
5516
McCarthy Asset Management
California
$145M +$12.4M +9% 8.2% 38.3% 371
NCM
5517
Next Capital Management
New York
$145M +$7.7M +6% 5.91% 67.4% 118
RHDIC
5518
R.H. Dinel Investment Counsel
California
$145M +$12M +9% 11.2% 52.7% 55
TWM
5519
Trinity Wealth Management
Pennsylvania
$145M +$13.2M +10% 5.3% 39.5% 38
CIG
5520
Cairn Investment Group
Washington
$145M +$10.1M +8% 9.2% 60.9% 72
GCM
5521
Garland Capital Management
Washington
$145M +$5.22M +4% 12.6% 29.4% 32
LTL
5522
Lowery Thomas LLC
California
$145M – – 6.08% 56.9% 49
CIA
5523
Capital Impact Advisors
Massachusetts
$145M -$107M -43% 9.14% – 163
MC
5524
Muzinich & Co
New York
$145M -$4.95M -3% 2.08% 10.7% 49
OPOWM
5525
One Plus One Wealth Management
Florida
$145M +$6.11M +4% 6.63% 40% 99
219 220
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