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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWA
6801
Invera Wealth Advisors
Oregon
$101M +$3.05M +3% 6.5% – 49
FA
6802
FSA Advisors
Michigan
$100M +$4.39M +5% 4.86% – 154
MFIMFI
6803
Mesirow Financial Investment Management - Fixed Income
Illinois
$100M -$16M -14% 6.01% 26% 13
IVP
6804
Intrinsic Value Partners
Arizona
$99.9M +$4.01M +4% 4.52% 108% 66
ETCM
6805
Evolutionary Tree Capital Management
Virginia
$99.8M +$2.67M +3% 9.81% 199% 36
SH
6806
Spear Holdings
United Arab Emirates
$99.8M -$41.9M -30% 18.1% – 6
RHCA
6807
Rosenthal Henry Capital Advisors
Indiana
$99.6M +$29.1M +41% 18.3% 38.2% 40
TBNY
6808
Trustco Bank (New York)
New York
$99.6M +$5.58M +6% 9.19% 71.2% 69
NC
6809
Nucleo Capital
Brazil
$99.5M -$20.4M -17% 8.69% – 3
SAM
6810
Soviero Asset Management
New York
$99.3M -$30.9M -24% 5.78% 375% 55
DFC
6811
DBK Financial Counsel
Ohio
$99M +$7.18M +8% 5.65% 36.2% 50
PBT
6812
Pictet Bank & Trust
Bahamas
$98.8M +$674K +0.7% 3.6% 60.5% 42
MWM
6813
MY Wealth Management
Maryland
$98.6M +$10.8M +12% 5.22% 27% 27
OL
6814
OneFund LLC
Florida
$98.5M +$6.67M +7% 5.9% – 129
SRC
6815
Samson Rock Capital
United Kingdom
$98.5M -$36.3M -27% 6.68% 126% 10
MAG
6816
Millrace Asset Group
Pennsylvania
$98.4M -$4.56M -4% 16.6% 113% 99
SF
6817
Schaeffer Financial
Maryland
$98.4M +$6.31M +7% 6.03% – 16
SAM
6818
Soditic Asset Management
United Kingdom
$98.4M +$12M +14% 12% 23.4% 12
SC
6819
Sagil Capital
United Kingdom
$98.2M -$15.7M -14% 1.57% 35.3% 23
AB
6820
Aozora Bank
Japan
$98.1M +$4.52M +5% 4.83% 2.61% 2
SPL
6821
Smart Portfolios LLC
Washington
$98.1M -$1.16M -1% 6.52% – 103
EECFI
6822
EnCap Energy Capital Fund IX
Texas
$97.9M +$5.23M +6% 5.65% 69.2% 1
SPW
6823
Surience Private Wealth
Washington
$97.8M +$20M +26% 10.6% 159% 42
GCWM
6824
Graham Capital Wealth Management
District of Columbia
$97.7M +$23.6M +32% 5.17% 36.4% 63
TB
6825
Treynor Bancshares
Iowa
$97.6M +$1.97M +2% 5.44% 3.34% 56
271 272
273
274 275