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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PD
5851
Planning Directions
Pennsylvania
$140M +$9.54M +7% 8.48% 36.4% 72
I
5852
InceptionR
California
$140M -$36.1M -20% 11.5% – 560
SCM
5853
Superstring Capital Management
New York
$140M – – 49.5% – 30
FCM
5854
Fairbanks Capital Management
California
$140M +$21.3M +18% 14.6% 93.3% 54
AUIM
5855
Aegon USA Investment Management
Iowa
$140M +$1.39M +1% 8.46% 33% 40
EMCIP
5856
Ewing Morris & Co Investment Partners
Ontario, Canada
$140M +$16.4M +13% 1.38% 39% 37
ACA
5857
American Capital Advisory
Idaho
$140M – – 9.51% – 439
WAM
5858
Worth Asset Management
Texas
$140M +$16.2M +13% 9.49% 72.8% 137
CWM
5859
CarsonAllaria Wealth Management
Illinois
$140M +$16.4M +13% 10.3% 38.8% 389
BWS
5860
BCR Wealth Strategies
Alabama
$139M +$14M +11% 8.99% 30.8% 19
BDCM
5861
Black Diamond Capital Management
Connecticut
$139M +$446K +0.3% 3.37% 28.2% 11
WAC
5862
William Allan Corp
Colorado
$139M +$13.1M +10% 13.2% 62% 49
EP
5863
EPIQ Partners
Minnesota
$139M +$6.96M +5% 7.28% 33.9% 74
TFG
5864
Team Financial Group
California
$139M +$18.3M +15% 7.41% – 237
BHBT
5865
Burke & Herbert Bank & Trust
Virginia
$139M +$15.6M +13% 12.7% 51.4% 128
GWCM
5866
Godshalk Welsh Capital Management
Pennsylvania
$139M +$6.75M +5% 9.78% 54.9% 121
MCM
5867
Mendel Capital Management
Arkansas
$139M +$17.4M +14% 11.7% 63.6% 94
OCM
5868
Once Capital Management
New York
$139M +$34M +32% 30.5% 334% 24
BCCM
5869
Blue Creek Capital Management
Hong Kong
$139M +$10.5M +8% 19.4% – 6
FNBOH
5870
First National Bank of Hutchinson
Kansas
$139M +$7.1M +5% 12.4% 97.7% 104
LHA
5871
Little Harbor Advisors
Massachusetts
$139M +$15.2M +12% 9.97% 53% 9
LI
5872
Latash Investments
Alaska
$139M +$21.8M +19% 19.8% 125% 21
JWM
5873
JPL Wealth Management
Colorado
$139M – – 10.3% – 100
GAA
5874
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 19.2% 117% 163
EPIM
5875
Equinox Partners Investment Management
Connecticut
$139M +$2.99M +2% 18% 64.3% 13
233 234
235
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