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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWS
2201
Insight Wealth Strategies
California
$376M -$96.5M -20% 11% 42.7% 206
LA
2202
LVW Advisors
New York
$376M -$66M -15% 15.9% 54.5% 201
TC
2203
Tarsadia Capital
New York
$376M +$135M +56% 1.83% – 37
GAM
2204
Gemmer Asset Management
California
$376M -$61.2M -14% 16% 55.7% 1,561
MAP
2205
Managed Asset Portfolios
Michigan
$375M -$103M -21% 16.1% 56.6% 37
SFO
2206
Stokes Family Office
Louisiana
$375M -$75.3M -17% 17.1% 54.1% 129
DSC
2207
Duncker Streett & Co
Missouri
$375M -$102M -21% 18.6% 78.9% 571
DW
2208
Domani Wealth
Pennsylvania
$374M +$71.6M +24% 15.2% 48.6% 138
KL
2209
KWMG LLC
Kansas
$374M -$81.7M -18% 17.3% 43.5% 131
MLIC
2210
Mandatum Life Insurance Company
Finland
$374M -$107M -22% 18.4% 75.3% 122
VCM
2211
Violich Capital Management
California
$374M -$84.8M -18% 13.6% 68.6% 118
MMC
2212
Mizuho Markets Cayman
Cayman Islands
$374M -$309M -45% 16.6% 69.1% 31
TIA
2213
Traphagen Investment Advisors
New Jersey
$373M -$45.8M -11% 17.5% 44% 133
HCM
2214
Heathbridge Capital Management
Ontario, Canada
$373M -$117M -24% 26.5% 29.9% 32
FFW
2215
Fusion Family Wealth
New York
$373M -$61.3M -14% 19.9% 44.2% 136
NCM
2216
Nelson Capital Management
California
$372M -$103M -22% 14.7% 115% 103
CIPU
2217
Caledonia Investments plc (UK)
United Kingdom
$372M -$4.46M -1% 13% 81% 13
ML
2218
McAdam LLC
Pennsylvania
$372M -$42M -10% 17.7% 45.3% 118
RC
2219
RBO & Co
California
$372M -$81.9M -18% 18.5% 28.9% 42
STA
2220
Summit Trail Advisors
New York
$372M +$199M +115% 16.3% 52.9% 155
PA
2221
PFG Advisors
Arizona
$372M -$36.1M -9% 15.8% 59.8% 331
HIA
2222
Harbor Investment Advisory
Maryland
$371M -$61.6M -14% 16% 75.5% 1,264
VDBMI
2223
Van Den Berg Management I
Texas
$371M -$225M -38% 29.6% 112% 84
GLLW
2224
Graves Light Lenhart Wealth
Virginia
$371M -$105M -22% 16.9% 33.1% 184
AIA
2225
Angeles Investment Advisors
California
$371M -$126M -25% 16.6% 72.5% 110
87 88
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