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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWS
2801
Confluence Wealth Services
Pennsylvania
$472M +$43.1M +10% 6.35% 62.1% 266
AA
2802
Ancient Art
Texas
$472M +$13.3M +3% 5.64% 111% 20
AMG
2803
Asset Management Group
Connecticut
$471M +$22.6M +5% 5.14% 42.4% 127
HA
2804
Harbor Advisors
Florida
$471M +$43.1M +10% 10.1% 74.6% 161
WDL
2805
Well Done LLC
Michigan
$470M +$8.06M +2% 5.58% 64.9% 183
BOSSRA
2806
B.O.S.S. Retirement Advisors
Utah
$470M +$44.7M +11% 5.78% 276
WAM
2807
WNY Asset Management
New York
$470M +$49.5M +12% 2.99% 39.9% 206
CAM
2808
Columbia Asset Management
Michigan
$470M +$25.4M +6% 6.6% 72.4% 176
KC
2809
KCL Capital
New York
$470M -$156M -25% 14.3% 110% 34
KCPG
2810
Kavar Capital Partners Group
Kansas
$469M +$6.02M +1% 5.52% 59% 167
AMC
2811
Atlas Merchant Capital
New York
$469M -$106M -18% 1.46% 166
FNBTCON
2812
First National Bank & Trust Co of Newtown
Pennsylvania
$469M +$16.5M +4% 4.5% 42.3% 129
EVM
2813
Evelyn V. Moreno
$468M +$27.1M +6% 9.6% 39.4% 130
SC
2814
Sagefield Capital
Texas
$468M +$36M +8% 3.87% 85.2% 115
T
2815
TCWP
Ohio
$468M -$59M -11% 4.21% 264
HPCM
2816
Hunter Perkins Capital Management
Illinois
$468M +$45.1M +11% 2.31% 31.9% 130
CM
2817
Capital Management
Virginia
$467M +$32M +7% 3.82% 49.8% 75
FTC
2818
Farmers Trust Company
Ohio
$467M +$13.8M +3% 5.28% 67.2% 166
ERWM
2819
Elk River Wealth Management
Colorado
$467M +$26.5M +6% 8.09% 66.6% 113
SFM
2820
Sphera Funds Management
Israel
$467M +$4.66M +1% 6.7% 99.3% 100
JCP
2821
JB Capital Partners
New York
$467M +$44.9M +11% 17.6% 153% 77
EAM
2822
EFG Asset Management
Oregon
$466M +$13.7M +3% 13.3% 179% 209
CG
2823
CFO4Life Group
Texas
$466M +$26M +6% 5.08% 41.8% 187
HPA
2824
High Probability Advisors
New York
$466M +$37.9M +9% 3.01% 37.9% 47
CCS
2825
Concentric Capital Strategies
Connecticut
$466M +$168M +57% 10.7% 124% 201