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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DWM
3051
Dakota Wealth Management
Florida
$146M -$19.6M -12% 6.82% 81.7% 58
SCM
3052
Sio Capital Management
New York
$146M +$22M +18% 12.3% 239% 46
DCM
3053
Dialectic Capital Management
Connecticut
$146M +$1.59M +1% 3.42% 49.7% 217
RWA
3054
River Wealth Advisors
Pennsylvania
$146M -$11.7M -7% 8.59% 69.8% 137
FNBOH
3055
First National Bank of Hutchinson
Kansas
$146M -$9.88M -6% 7.61% 97.7% 70
VSWA
3056
Vontobel Swiss Wealth Advisors
Switzerland
$146M -$3.78M -3% 8.85% 70.1% 50
BBPWM
3057
Blue Bell Private Wealth Management
Pennsylvania
$145M -$20.4M -12% 8.94% 52.3% 451
PTB
3058
Pioneer Trust Bank
Oregon
$145M -$9.69M -6% 5.81% 63.2% 75
WA
3059
Waverly Advisors
Alabama
$145M -$17.6M -11% 7.04% 51.1% 478
QCG
3060
Quadrant Capital Group
Ohio
$145M -$12.2M -8% 7.39% 73.4% 1,527
FPA
3061
Fieldpoint Private Advisors
New York
$145M -$15.4M -10% 5.64% 33.9% 65
CPA
3062
Court Place Advisors
Maryland
$145M -$12.2M -8% 5.45% 72.3% 135
SCM
3063
Schnieders Capital Management
California
$145M -$25.4M -15% 5.81% 78.6% 133
FSA
3064
Financial Sense Advisors
California
$144M -$70.3M -33% 4.53% 95.2% 126
BCM
3065
Beck Capital Management
Texas
$144M -$42.7M -23% 2.67% 187% 165
AI
3066
ArchPoint Investors
Florida
$144M -$15.9M -10% 3.22% 78.9% 151
SA
3067
Strategic Advisors
New York
$144M -$12.7M -8% 5.86% 87.6% 130
BFA
3068
Benedict Financial Advisors
Georgia
$144M -$9.53M -6% 3.42% 44.7% 99
SCA
3069
Signpost Capital Advisors
New York
$144M -$27.6M -16% 0.11% 21.5% 21
SCM
3070
Simcoe Capital Management
New York
$144M +$2.03M +1% 9.75% 94.7% 25
LBC
3071
Lawrence B. Cohen
$144M -$14.6M -9% 6.61% 41.8% 70
CS
3072
Credential Securities
$144M -$14.8M -9% 7.54% 32.6% 229
VE
3073
Vega Energy
New York
$143M -$54.6M -28% 13.1% 6.35% 8
BCM
3074
Bourgeon Capital Management
Connecticut
$143M -$21.9M -13% 12.2% 67.5% 120
KA
3075
Kovack Advisors
Florida
$143M +$1.92M +1% 8.35% 93% 246