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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MWA
2826
Monograph Wealth Advisors
California
$466M +$39.8M +9% 5.74% 58.4% 94
RCMC
2827
RK Capital Management (Colorado)
Colorado
$466M +$10.6M +2% 7.93% 89.2% 50
CCT
2828
Chemung Canal Trust
New York
$466M +$30.9M +7% 7.06% 60.5% 123
FA
2829
Fiduciary Alliance
South Carolina
$466M +$67.3M +17% 7.54% 1,016
SWM
2830
Stockman Wealth Management
Montana
$466M +$18.2M +4% 4.6% 50.6% 211
CCM
2831
Coerente Capital Management
Ontario, Canada
$466M +$20.6M +5% 6.16% 46.1% 37
ERIC
2832
Eagle Rock Investment Company
Georgia
$465M +$29.3M +7% 7.44% 75.1% 132
CWP
2833
Concord Wealth Partners
Virginia
$464M +$112M +32% 4.37% 47.3% 1,077
WAM
2834
Winslow Asset Management
Ohio
$464M +$35.9M +8% 12.4% 83.4% 75
AIA
2835
Alera Investment Advisors
Illinois
$464M +$29.9M +7% 6.72% 28.9% 180
HL
2836
HeadInvest LLC
Maine
$464M +$8.12M +2% 4.46% 53.3% 232
AFM
2837
Anson Funds Management
Texas
$464M +$50M +12% 8.58% 225% 225
TCM
2838
Tufton Capital Management
Maryland
$464M +$1.15M +0.2% 3.81% 52.5% 124
BMM
2839
Buffington Mohr McNeal
Idaho
$463M +$26.8M +6% 6.67% 29.3% 129
TF
2840
TimeScale Financial
Massachusetts
$463M +$21.9M +5% 4.3% 31.3% 645
BCA
2841
Bernzott Capital Advisors
California
$463M -$20.8M -4% 4.95% 32.3% 56
FHCM
2842
Force Hill Capital Management
New York
$462M +$78.9M +21% 7.7% 46.2% 68
CC
2843
Covalis Capital
United Kingdom
$462M +$109M +31% 1.34% 3.46% 57
RP
2844
Regal Partners
Australia
$462M -$50.7M -10% 6.22% 86.7% 45
TWM
2845
Tanager Wealth Management
United Kingdom
$462M +$40.3M +10% 5.01% 34.4% 86
DCM
2846
Dimension Capital Management
Florida
$462M +$25.1M +6% 6.36% 52.5% 112
PCMC
2847
Paragon Capital Management (Colorado)
Colorado
$462M +$24.7M +6% 3.74% 102% 249
MFG
2848
MidWestOne Financial Group
Iowa
$461M +$18.8M +4% 2% 47.6% 278
BOK
2849
Bank of Korea
South Korea
$461M -$4.4M -0.9% 0.94% 3
SIG
2850
Sky Investment Group
Connecticut
$461M +$23.1M +5% 5.82% 60.7% 124