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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GSWM
2751
Golden State Wealth Management
California
$510M -$70.7M -12% 5.13% 375
EPAM
2752
Euro Pacific Asset Management
Puerto Rico
$510M +$65.8M +15% 15.3% 69.2% 67
KBFS
2753
Kohmann Bosshard Financial Services
Ohio
$510M +$10.7M +2% 5.25% 32.4% 142
RCMC
2754
RK Capital Management (Colorado)
Colorado
$510M -$40.8M -7% 5.17% 89.2% 65
KWMG
2755
King Wealth Management Group
Florida
$509M -$29.5M -5% 5.15% 82.6% 185
GBT
2756
Grove Bank & Trust
Florida
$508M -$15.2M -3% 3.66% 57.3% 246
VCM
2757
V3 Capital Management
Texas
$508M -$108M -17% 3.67% 19.4% 14
IVSFI
2758
IA Venture Strategies Fund II
New York
$508M -$278M -35% 27.3% 19.1% 2
EWM
2759
Edge Wealth Management
New York
$508M -$39M -7% 4.48% 47.6% 521
PCS
2760
Personal CFO Solutions
New Jersey
$507M -$27.1M -5% 2.95% 69.7% 526
HWM
2761
Hohimer Wealth Management
Washington
$507M +$32.7M +7% 3.44% 81.8% 234
EPC
2762
Emerson Point Capital
New York
$507M -$135M -21% 12.4% 86.6% 35
WAM
2763
Winslow Asset Management
Ohio
$506M -$60M -11% 5.52% 83.4% 88
SG
2764
Sourcerock Group
Colorado
$506M +$133M +36% 43.8% 47.7% 24
TWP
2765
TFO Wealth Partners
Ohio
$505M -$16.8M -3% 5.32% 49.6% 183
LF
2766
LL Funds
Pennsylvania
$504M -$137M -21% 21.4% 96.9% 1
ANBT
2767
American National Bank & Trust
Texas
$504M -$7.95M -2% 2.83% 71.6% 446
HPCM
2768
Hein Park Capital Management
New York
$503M +$159M +46% 0.07% 59% 16
CCM
2769
CoreView Capital Management
Hong Kong
$503M +$129M +35% 25.3% 76.4% 15
DSC
2770
Duncker Streett & Co
Missouri
$503M -$78.1M -13% 5.17% 78.9% 533
S
2771
Siemens
Germany
$503M -$145M -22% 22.4% 47.2% 1
RIA
2772
Realta Investment Advisors
Delaware
$502M +$47.3M +10% 3.6% 98.8% 467
CSPAM
2773
Cary Street Partners Asset Management
Virginia
$502M +$34.9M +7% 2.78% 25.3% 187
CCM
2774
Coerente Capital Management
Ontario, Canada
$501M -$28.5M -5% 5.52% 46.1% 40
WDL
2775
Well Done LLC
Michigan
$500M +$6.59M +1% 0.55% 64.9% 206