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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ANRF
3001
Adams Natural Resources Fund
Maryland
$467M +$35.4M +8% 9.95% 30.7% 56
UI
3002
Untitled Investments
New York
$467M -$31.4M -6% 10.6% 99.3% 31
CSPAM
3003
Cary Street Partners Asset Management
Virginia
$467M +$183M +65% 7.49% 25.3% 173
WC
3004
Wealthspring Capital
New York
$466M +$51.8M +13% 0.52% 21% 432
SWP
3005
Summit Wealth Partners
Florida
$466M +$43M +10% 6.36% 37.4% 167
C
3006
Certuity
Florida
$466M -$32.8M -7% 8.87% 94.1% 420
WP
3007
WMS Partners
Maryland
$466M -$216M -32% 10.7% 10.7% 306
SP
3008
Solel Partners
Massachusetts
$465M -$31.8M -6% 2.63% 57.3% 22
SG
3009
Stonnington Group
California
$464M +$16.7M +4% 14% – 291
OWA
3010
Octavia Wealth Advisors
Ohio
$463M +$72M +18% 7.05% 52.2% 197
CIM
3011
Cowen Investment Management
New York
$463M +$402M +663% 2.88% 1.83% 300
MAM
3012
MPM Asset Management
Massachusetts
$463M +$31.3M +7% 1.86% 14.1% 10
SC
3013
Soundwatch Capital
Connecticut
$462M +$94.8M +26% 11.1% 65.5% 36
FCMC
3014
Founders Capital Management (Connecticut)
Connecticut
$462M +$66.5M +17% 10.2% 78.2% 68
ARMC
3015
American Research & Management Company
Massachusetts
$462M +$29.2M +7% 9.5% 35.1% 411
MAP
3016
Madison Avenue Partners
New York
$462M +$10.6M +2% 9% 137% 18
PCM
3017
Prentice Capital Management
Connecticut
$462M +$66.2M +17% 1.79% 166% 28
FC
3018
Fulcrum Capital
Washington
$461M +$43.2M +10% 10.2% 94% 97
HI
3019
Hyundai Investments
South Korea
$460M – – 1.55% 83% 1
AIM
3020
Astor Investment Management
Illinois
$460M +$10.3M +2% 7.42% 23.3% 62
NFT
3021
Nan Fung Trinity
Hong Kong
$460M +$39.3M +9% 2.13% 32.3% 34
VF
3022
Vest Financial
Virginia
$460M +$131M +40% 12% 39.7% 65
FC
3023
Ferris Capital
Massachusetts
$460M -$6.61M -1% 8.06% 67% 197
KA
3024
KLCM Advisors
Wisconsin
$459M -$6.36M -1% 3.25% 87.8% 130
CWC
3025
Carolinas Wealth Consulting
North Carolina
$459M +$29.7M +7% 8.1% 24.6% 1,040
119 120
121
122 123