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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WCWM
3076
Wooster Corthell Wealth Management
Connecticut
$399M +$1.32M +0.3% 0.93% 39.1% 46
HC
3077
HNP Capital
New York
$399M +$20.7M +5% 0.77% 52.4% 157
SAS
3078
Sanford Advisory Services
Michigan
$399M +$10.4M +3% 0.08% 115
SNB
3079
Security National Bank
Nebraska
$399M +$18.8M +5% 0.69% 112% 105
BAM
3080
Bruderman Asset Management
New York
$398M +$75.3M +23% 0.55% 31.7% 128
MWA
3081
Martel Wealth Advisors
Washington
$398M +$422K +0.1% 0.87% 35.3% 45
CWP
3082
CFM Wealth Partners
Texas
$398M +$21.1M +6% 0.69% 132% 192
SXL
3083
Summit X LLC
Missouri
$398M +$1.59M +0.4% 0.41% 62.9% 273
NI
3084
Natural Investments
California
$397M -$91.7M -19% 1.59% 3
YWP
3085
YorkBridge Wealth Partners
New York
$397M +$14.4M +4% 0.63% 36.5% 266
BWM
3086
Brickley Wealth Management
California
$397M +$1.68M +0.4% 0.43% 50.9% 45
PCA
3087
PL Capital Advisors
Florida
$397M -$9.58M -2% 1.38% 25.2% 45
PWS
3088
Private Wealth Strategies
Ohio
$397M +$10.3M +3% 0.69% 18.7% 87
MIM
3089
Martin Investment Management
Florida
$397M +$8.45M +2% 2.14% 57.2% 55
AC
3090
Athos Capital
Hong Kong
$396M -$103M -21% 1.11% 176% 178
FC
3091
FORA Capital
Florida
$396M -$142M -26% 1.88% 97.4% 1,025
GJCM
3092
Grand Jean Capital Management
California
$396M -$7.5M -2% 1.65% 61.4% 48
FCMC
3093
Founders Capital Management (Connecticut)
Connecticut
$396M -$18.7M -5% 0.8% 78.2% 76
S
3094
Surevest
California
$396M +$12.2M +3% 2.08% 24.6% 109
OPPTF
3095
OPSEU Pension Plan Trust Fund
Ontario, Canada
$396M +$6.01M +2% 0.44% 13.4% 283
EIP
3096
Ellis Investment Partners
Pennsylvania
$396M +$3.76M +1% 0.9% 48.7% 827
SCP
3097
SailingStone Capital Partners
Texas
$396M -$116M -23% 16% 101% 13
PCM
3098
Prentice Capital Management
Connecticut
$396M -$23M -5% 17.4% 166% 32
ERWM
3099
Elk River Wealth Management
Colorado
$395M +$9.3M +2% 0.85% 66.6% 127
PHP
3100
Parkman Healthcare Partners
Connecticut
$395M -$62.2M -14% 8.31% 258% 93