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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWRES
5701
Divco West Real Estate Services
California
$116M – – 9.47% – 6
CCM
5702
Crestwood Capital Management
New York
$116M +$7.37M +7% 3.31% 198% 15
HP
5703
Hartree Partners
New York
$116M -$2.46M -2% 18.4% 99.3% 69
RVM
5704
Robinson Value Management
Texas
$116M +$15.9M +16% 10.8% 48.3% 94
LAM
5705
Lynch Asset Management
Pennsylvania
$116M +$4.73M +4% 10.3% 196% 54
TWA
5706
Trellis Wealth Advisors
California
$116M – – 9.74% – 29
MWP
5707
Meredith Wealth Planning
Illinois
$116M – – 11.4% – 60
S2L
5708
Sparta 24 Ltd
Israel
$116M – – 10.1% – 13
S
5709
Systrade
Liechtenstein
$116M – – 16.3% – 9
HFA
5710
Harbert Fund Advisors
Alabama
$116M -$9.25M -7% 8.78% 56.2% 59
CWM
5711
Chicago Wealth Management
Illinois
$116M +$11.6M +11% 6.33% 71.7% 43
CH
5712
CVS Health
Rhode Island
$116M +$11.9M +11% 11.6% 41% 7
BWS
5713
BCR Wealth Strategies
Alabama
$116M +$18.4M +19% 7.28% 30.8% 111
D
5714
Dentgroup
Louisiana
$116M +$16.6M +17% 9.07% 47.2% 105
DC
5715
Dantai Capital
Hong Kong
$116M – – 10.3% – 5
DG
5716
Daventry Group
New York
$116M +$41.9M +57% 1.02% 12.9% 7
AWA
5717
Aletheian Wealth Advisors
Washington
$116M +$27.8M +32% 6.41% 50.7% 83
ICM
5718
Intrepid Capital Management
Florida
$116M -$7.12M -6% 9.08% 57.8% 76
SCM
5719
Spreng Capital Management
Ohio
$116M +$2.81M +2% 9.15% 66.1% 85
FCFC
5720
First Citizens Financial Corp
Iowa
$116M +$14.2M +14% 10% – 102
SCM
5721
Spring Capital Management
Texas
$116M +$10.6M +10% 12.2% 66.7% 30
HFS
5722
Horizon Financial Services
North Carolina
$116M +$3.32M +3% 4.76% 27.8% 59
SC
5723
Seldon Capital
California
$116M -$24.4M -17% 12.8% 343% 279
JHA
5724
Jackson Hill Advisors
Texas
$116M +$2.67M +2% 5.98% 111% 12
LCM
5725
Lynx1 Capital Management
Puerto Rico
$116M +$4.77M +4% 296% 1,499% 16
227 228
229
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