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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WP
2226
WealthPLAN Partners
Nebraska
$707M -$172M -20% 5.76% – 1,431
CIG
2227
Capricorn Investment Group
California
$707M +$242M +52% 76.2% 153% 9
FBCM
2228
Fort Baker Capital Management
California
$707M +$243M +52% 1.33% 31.3% 114
WCWM
2229
Willow Creek Wealth Management
California
$706M +$57.6M +9% 1.84% 24.6% 146
VCP
2230
Verus Capital Partners
Arizona
$706M +$66.6M +10% 9.93% 90.1% 315
HWA
2231
Heartwood Wealth Advisors
Virginia
$705M +$34M +5% 2.52% 38.4% 149
FC
2232
FORA Capital
Florida
$704M -$294M -29% 8.4% 97.4% 678
LOAMS
2233
Lombard Odier Asset Management (Switzerland)
Switzerland
$704M -$442M -39% 9.4% 103% 402
CU
2234
CDAM (UK)
United Kingdom
$704M +$20.9M +3% 2.51% 23% 11
CC
2235
Cartenna Capital
Connecticut
$703M +$175M +33% 6.77% 75.7% 48
SAA
2236
Southeast Asset Advisors
Georgia
$702M +$35.7M +5% 7.15% 65.7% 157
VCM
2237
Valiant Capital Management
California
$702M +$127M +22% 12.1% 112% 29
JA
2238
JLB & Associates
Michigan
$702M +$37.4M +6% 7.76% 68.1% 74
BHB
2239
Bank Hapoalim BM
Israel
$702M -$22.4M -3% 6.25% 63.2% 165
SMA
2240
Sage Mountain Advisors
Georgia
$702M +$81.5M +13% 7.4% 61.7% 388
MFG
2241
Magnus Financial Group
New York
$701M +$45.2M +7% 5.07% 57.4% 291
NB
2242
NBT Bank
New York
$700M +$16.1M +2% 4.07% 54.3% 255
TWM
2243
Tanglewood Wealth Management
Texas
$699M +$10.9M +2% 3.23% 46.2% 35
ZIG
2244
Zuckerman Investment Group
Illinois
$699M +$40.6M +6% 11.1% 126% 127
MS
2245
Maven Securities
Jersey
$698M +$60.7M +10% 0.74% 18.1% 576
GCM
2246
Greenland Capital Management
New York
$697M -$140M -17% 4.03% – 385
PC
2247
Pier Capital
Connecticut
$697M +$37.7M +6% 11.3% 155% 129
CA
2248
CGN Advisors
Kansas
$697M +$62.5M +10% 2.95% 35.7% 234
SC
2249
Skylands Capital
Wisconsin
$697M +$13.2M +2% 5.32% 42.2% 158
WC
2250
Whitney & Co
New York
$695M +$64.4M +10% 10.9% 84.9% 127
88 89
90
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