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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SG
2676
Strid Group
Pennsylvania
$222M -$16.3M -7% 2.53% 38% 56
NCMW
2677
Northern Capital Management (Wisconsin)
Wisconsin
$222M -$1.67M -0.7% 5.41% 12.9% 157
ZCA
2678
Zeke Capital Advisors
Pennsylvania
$222M +$41.9M +23% 3.04% 40.5% 83
FFWA
2679
FRG Family Wealth Advisors
Washington
$222M +$770K +0.3% 2.83% 82.7% 128
CWA
2680
Cypress Wealth Advisors
California
$222M +$19.3M +10% 4.05% 29.1% 216
RAM
2681
Roanoke Asset Management
New Jersey
$221M +$5.68M +3% 7.41% 50.3% 106
CBN
2682
Cadence Bank NA
Texas
$221M +$18.2M +9% 0.97% 33.3% 139
FPCP
2683
Fort Point Capital Partners
California
$221M +$14.6M +7% 5.47% 51.4% 158
UF
2684
Univest Financial
Pennsylvania
$221M +$1.52M +0.7% 3.63% 60.4% 95
JCM
2685
JD Capital Management
Connecticut
$221M +$137M +165% 1.56% 12.5% 22
CS
2686
Credential Securities
$221M +$28.1M +15% 4.19% 32.6% 265
CL
2687
Chubb Ltd
Switzerland
$221M -$10.8M -5% 5.04% 75.9% 26
PAS
2688
Point72 Asia (Singapore)
Singapore
$220M +$15.6M +8% 21.4% 28
IMIM
2689
Irving Magee Investment Management
Pennsylvania
$220M +$15.2M +7% 10.4% 39.9% 53
CPA
2690
Cowen Prime Advisors
New York
$220M +$14.4M +7% 11% 116% 282
MCM
2691
McRae Capital Management
New Jersey
$220M +$3.82M +2% 5.04% 66.9% 102
CC
2692
Corsair Capital
New York
$220M +$23.1M +12% 7.37% 17.1% 3
CIA
2693
Covington Investment Advisors
Pennsylvania
$220M -$6.81M -3% 1.24% 72.5% 88
MHS
2694
M Holdings Securities
Oregon
$219M +$24.2M +12% 3.05% 55.1% 269
RCP
2695
Rothschild Capital Partners
New York
$219M +$30.6M +16% 6.68% 77.7% 80
HCM
2696
Harvest Capital Management
New Hampshire
$219M +$5.75M +3% 2.16% 19.5% 91
SIRP
2697
Shelter Insurance Retirement Plan
Missouri
$219M +$91K +0% 2.12% 55.6% 42
GMA
2698
Goldstein Munger & Associates
California
$219M +$2.55M +1% 3.29% 11.9% 32
AJ
2699
Ashburton (Jersey)
Jersey
$219M -$21.4M -9% 5.24% 94
YEPV
2700
Yorktown Energy Partners VII
New York
$219M +$13.3M +6% 10.7% 22.4% 3