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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FWM
2501
Focused Wealth Management
New York
$741M -$5.11M -0.7% 2.36% 58.2% 232
RWA
2502
Redhawk Wealth Advisors
Minnesota
$740M +$39.8M +6% 2% 95.1% 337
BIC
2503
Beach Investment Counsel
Pennsylvania
$740M -$68.6M -8% 6.43% 36% 225
CA
2504
Claro Advisors
Massachusetts
$739M -$33.5M -4% 4.8% 76.1% 560
CFA
2505
Cahill Financial Advisors
Minnesota
$738M +$6.67M +0.9% 1% 44.9% 275
IECM
2506
Intrinsic Edge Capital Management
Illinois
$738M -$69.5M -9% 7.51% 191% 129
PGCM
2507
Prescott Group Capital Management
Oklahoma
$737M +$48.5M +7% 2.39% 114% 258
EC
2508
Euclidean Capital
New York
$737M -$170M -19% 1.88% 17.7% 12
OP
2509
ORG Partners
Indiana
$737M +$112M +18% 0.25% 1,394
JA
2510
JLB & Associates
Michigan
$737M -$40.6M -5% 1.69% 68.1% 79
BRIM
2511
Broad Run Investment Management
Virginia
$736M -$92.3M -11% 2.29% 141% 24
HWA
2512
HHM Wealth Advisors
Tennessee
$735M +$30.4M +4% 0.62% 51.3% 1,050
HFS
2513
Howard Financial Services
Texas
$735M +$42.6M +6% 0.75% 40.7% 194
CPC
2514
Consolidated Planning Corp
Georgia
$735M +$62.4M +9% 1.85% 72.9% 214
GIP
2515
Greatmark Investment Partners
Georgia
$734M -$3.06M -0.4% 0.1% 63.2% 143
HI
2516
Hendershot Investments
Virginia
$734M -$2.47M -0.3% 1% 62.8% 132
RMC
2517
Resources Management Corp
Connecticut
$733M -$8.67M -1% 1.07% 63% 470
EAM
2518
EFG Asset Management
Oregon
$732M +$135M +23% 8.01% 179% 199
WCM
2519
Wallace Capital Management
Texas
$732M -$6.66M -0.9% 2.16% 40.3% 90
LNWTC
2520
Laird Norton Wetherby Trust Company
Washington
$731M -$32.2M -4% 1.06% 71.4% 96
LG
2521
LaFleur & Godfrey
Michigan
$729M +$4.33M +0.6% 3.73% 81.9% 154
MIM
2522
Monashee Investment Management
Massachusetts
$729M -$194M -21% 3.5% 186% 130
F1I
2523
Fund 1 Investments
Puerto Rico
$729M +$87.6M +14% 5.88% 93
SB
2524
Samsara BioCapital
California
$729M +$208M +40% 138% 910% 47
AWAG
2525
ARS Wealth Advisors Group
Florida
$727M -$87M -11% 2.01% 62.3% 181