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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JCP
3001
JB Capital Partners
New York
$405M -$61.7M -13% 0.2% 153% 77
CT
3002
Colonial Trust
South Carolina
$405M -$12.8M -3% 2.28% 64.5% 995
CFMC
3003
Curbstone Financial Management Corp
New Hampshire
$404M -$15.2M -4% 2.74% 48.5% 184
HT
3004
HAP Trading
New York
$404M +$49.7M +14% 0.04% 33.6% 792
FA
3005
Financial Advisors
Massachusetts
$404M -$15.7M -4% 3.24% 51.5% 80
IA
3006
Icon Advisers
Colorado
$404M +$10.1M +3% 0.93% 62.8% 178
SAM
3007
Smithbridge Asset Management
Pennsylvania
$403M -$23.5M -6% 2.74% 147
SWA
3008
SOA Wealth Advisors
New York
$402M -$24.7M -6% 4.82% 75.5% 969
MWA
3009
Martel Wealth Advisors
Washington
$402M -$10.5M -3% 3.34% 35.3% 54
BWM
3010
Bulltick Wealth Management
Florida
$402M -$24.3M -6% 2.69% 61.9% 130
LWM
3011
Liberty Wealth Management
California
$402M -$2.98M -0.7% 4.45% 198
P8IP
3012
Pier 88 Investment Partners
California
$401M -$2.34M -0.6% 0.89% 26.2% 104
CWC
3013
Carolinas Wealth Consulting
North Carolina
$401M -$103M -20% 3.02% 24.6% 1,144
GFG
3014
Greystone Financial Group
Michigan
$401M -$30.7M -7% 2.9% 49.7% 124
PWS
3015
Private Wealth Strategies
Ohio
$401M -$15.3M -4% 2.8% 18.7% 81
MFS
3016
McNamara Financial Services
Massachusetts
$401M -$15.8M -4% 3.75% 29.6% 67
MWA
3017
Meridian Wealth Advisors
Texas
$400M -$13.2M -3% 1.99% 67.2% 190
CA
3018
Claro Advisors
Massachusetts
$400M -$2.49M -0.6% 3.73% 76.1% 400
WSC
3019
Wellington Shields & Co
New York
$400M -$25.4M -6% 6.1% 64.9% 305
RDWM
3020
Red Door Wealth Management
Tennessee
$399M -$51M -11% 2.59% 85% 235
NOCM
3021
Night Owl Capital Management
Connecticut
$399M +$12.6M +3% 3.23% 169% 25
RWG
3022
Ratio Wealth Group
Colorado
$399M -$5.09M -1% 3.3% 72
GS
3023
Gagnon Securities
New York
$399M -$81.9M -17% 9.94% 96.2% 104
TP
3024
Thunderbird Partners
United Kingdom
$399M +$74M +23% 10.9% 38.2% 12
VW
3025
Vantage Wealth
California
$399M +$9.73M +2% 3.35% 48.7% 40