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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TT
6076
TI-Trust
Illinois
$105M -$3.76M -3% 3.61% 46.4% 109
MSRI
6077
Michael S. Ryan Inc
New York
$105M -$3.4M -3% 3.51% – 59
PPL
6078
PATRIZIA Pty Ltd
Australia
$105M -$17M -14% 12.8% – 16
TC
6079
Tsai Capital
New York
$105M -$5.58M -5% 3.86% 81.6% 25
AGFIA
6080
Accel Growth Fund IV Associates
California
$105M -$19.4M -16% 3.26% 61.5% 2
LTL
6081
Lowery Thomas LLC
California
$105M +$2.88M +3% 3.07% 56.9% 48
CWM
6082
Certus Wealth Management
California
$105M +$3.93M +4% 4.22% – 64
EB
6083
Exchange Bank
California
$104M +$950K +0.9% 2.94% – 108
RCWM
6084
Royal Capital Wealth Management
Indiana
$104M -$1.81M -2% 1.13% 77.2% 104
CP
6085
Camelot Portfolios
Ohio
$104M -$55.2M -35% 2.46% 28.9% 201
MCA
6086
Magnolia Capital Advisors
Mississippi
$104M -$95.1M -48% 0.16% 65.3% 145
ACM
6087
Absolute Capital Management
Pennsylvania
$104M -$4.27M -4% 3.06% 56.5% 94
UMC
6088
UNC Management Company
North Carolina
$104M -$6.73M -6% 3.81% 74.7% 2
MAG
6089
Mayfair Advisory Group
Alabama
$104M +$3.51M +4% 2.78% 51.1% 135
MSK
6090
Melissa S. Kampmann
$104M – – 3.73% – 39
RM
6091
RP Management
New York
$104M +$6.29M +6% 6.59% 207% 3
AWA
6092
Authentikos Wealth Advisory
California
$104M -$2.45M -2% 3.44% – 654
MAM
6093
MWA Asset Management
Massachusetts
$104M – – 2.48% – 109
SVI
6094
Strategic Vision Investment
Hong Kong
$104M -$93.3M -47% 8.05% 47.5% 17
DWA
6095
Delap Wealth Advisory
Oregon
$103M +$1.48M +1% 3.06% – 56
CGI
6096
Calixto Global Investors
Florida
$103M +$17.1M +20% 2.02% 180% 9
SWA
6097
Safir Wealth Advisors
New Hampshire
$103M -$4.74M -4% 3.28% 40% 17
UWM
6098
Udine Wealth Management
Florida
$103M -$1.88M -2% 1.4% 125% 22
HFW
6099
Horizon Family Wealth
Illinois
$103M -$1.27M -1% 3.91% 62.7% 68
MM
6100
MWG Management
British Virgin Islands
$103M -$62.1M -38% 34.7% 71.9% 3
242 243
244
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