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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LA
5726
Lane & Associates
New Jersey
$159M +$21.4M +16% 7.78% – 115
LWM
5727
Luminvest Wealth Management
Arizona
$159M +$6.33M +4% 4.95% – 23
SIMC
5728
Squire Investment Management Company
Utah
$159M +$35.9M +29% 6.05% – 54
EBA
5729
Eagle Bay Advisors
New York
$159M +$469K +0.3% 6.31% 59.5% 1,038
AWM
5730
Aviso Wealth Management
Washington
$159M +$20.6M +15% 14.1% – 161
ACC
5731
Acorn Creek Capital
Colorado
$159M -$65.6M -29% 7.72% – 83
PWM
5732
Penobscot Wealth Management
Maine
$158M +$10.1M +7% 6.54% 44.2% 83
AWAP
5733
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$158M +$7.2M +5% 7.13% 48.2% 139
RC
5734
Roubaix Capital
Colorado
$158M +$15.4M +11% 12% 153% 63
FFA
5735
Fortune Financial Advisors
Kansas
$158M +$14.7M +10% 8.33% – 141
YEPX
5736
Yorktown Energy Partners XI
New York
$158M +$9.71M +7% 6.51% 36.9% 4
HWM
5737
Hassell Wealth Management
Louisiana
$158M +$8.74M +6% 6.32% – 24
CA
5738
Cresta Advisors
Texas
$158M +$7.7M +5% 7.86% 51.4% 53
NRC
5739
New Republic Capital
North Carolina
$158M +$17M +12% 9.42% – 242
TP
5740
Teca Partners
Texas
$157M +$24.4M +18% 18.5% 114% 17
KWM
5741
Kanen Wealth Management
Florida
$157M +$14.6M +10% 2.06% 137% 22
RMSCM
5742
R.M. Sincerbeaux Capital Management
New York
$157M +$16.1M +11% 9.74% 78.8% 41
LFWA
5743
LBJ Family Wealth Advisors
Texas
$157M +$12.8M +9% 7.02% 52.4% 23
VCM
5744
Viewpoint Capital Management
Washington
$157M +$14.3M +10% 13.5% 109% 134
VCG
5745
Vantage Consulting Group
Virginia
$157M +$8.45M +6% 12.7% 18.7% 225
SG
5746
Standard General
New York
$157M +$682K +0.4% 1.35% 76% 3
IOOF
5747
Independent Order of Foresters
Ontario, Canada
$157M +$1.03M +0.7% 8.76% 58.2% 18
WPEP
5748
Walnut Private Equity Partners
Nebraska
$157M +$12.3M +9% 7.68% 67% 16
SCM
5749
Summerhill Capital Management
Ontario, Canada
$157M – – 11.5% – 23
C
5750
Covestor
United Kingdom
$157M +$11.2M +8% 9.14% 80.5% 2,953
228 229
230
231 232