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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIRP
6626
Shelter Insurance Retirement Plan
Missouri
$103M -$264K -0.3% 9.81% 55.6% 8
MCWA
6627
Meadow Creek Wealth Advisors
Georgia
$103M – – 9.83% – 103
F
6628
Formation8
California
$103M – – 66.8% – 4
ISSM
6629
Invesco Senior Secured Management
New York
$103M +$5.84M +6% 18.5% 2.99% 9
KA
6630
Kinnevik AB
Sweden
$103M +$23M +29% 28.9% 64.6% 1
BAWM
6631
Bennett Associates Wealth Management
Pennsylvania
$103M – – 8.2% – 38
WCBA
6632
Weaver C. Barksdale & Associates
Tennessee
$102M -$15M -13% 10.1% 35% 62
FU
6633
Fairfield University
Connecticut
$102M -$10.5M -9% 11.8% 47% 4
AWM
6634
Allen Wealth Management
North Carolina
$102M – – 3.59% – 52
DAM
6635
Doheny Asset Management
California
$102M -$1.06M -1% 11% 131% 72
HC
6636
Hoese & Co
Minnesota
$102M +$4.44M +5% 9.04% 42.7% 162
ULWM
6637
Upper Left Wealth Management
Florida
$102M +$5.93M +6% 7.72% 30.8% 64
IIL
6638
Insight Inv LLC
California
$102M +$11.8M +13% 10.8% 68.8% 89
FIC
6639
FCG Investment Company
Tennessee
$102M – – 12.3% – 90
MVA
6640
Mount Vernon Associates
Maryland
$102M +$11.5M +13% 14.8% 112% 52
BCM
6641
BCK Capital Management
Connecticut
$102M -$94.6M -48% 21.3% 285% 125
RSWA
6642
Robinson Smith Wealth Advisors
Maine
$102M – – 9.11% – 82
LPP
6643
Life Planning Partners
Florida
$102M – – 8.75% – 263
CC
6644
Capstone Capital
Nevada
$102M – – 11% – 19
FS
6645
Financial Symmetry
North Carolina
$102M – – 9.93% – 32
NC
6646
Nightview Capital
Texas
$102M -$44.6K -0% 2.88% 65.4% 20
FWM
6647
FMFE Wealth Management
New York
$102M – – 11.4% – 22
MGIU
6648
M&G Investments (USA)
Illinois
$101M – – 14.8% – 43
SL
6649
Stevard LLC
Illinois
$101M +$2.57M +3% 2.31% – 55
DPCM
6650
Doma Perpetual Capital Management
Florida
$101M – – 14.4% – 8
264 265
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