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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DAM
3126
Deltec Asset Management
New York
$349M -$58.1M -14% 3.98% 116% 247
TWM
3127
Thrive Wealth Management
Pennsylvania
$349M +$63.7M +22% 8.61% 66.4% 171
BWM
3128
Bulltick Wealth Management
Florida
$349M +$16.1M +5% 4.99% 61.9% 149
FWP
3129
Falcon Wealth Planning
California
$349M +$46.9M +16% 7.26% 43.9% 102
WIS
3130
Wright Investors Service
Connecticut
$349M +$30.7M +10% 12.3% 101% 145
SMI
3131
Shelter Mutual Insurance
Missouri
$348M +$39.6M +13% 13.7% 51.7% 54
NFT
3132
Nan Fung Trinity
Hong Kong
$348M +$37.9M +12% 7.71% 32.3% 22
TCPWM
3133
Traverso Chambers Private Wealth Management
California
$348M +$21.5M +7% 6.45% 16.4% 111
LTI
3134
Laffer Tengler Investments
Tennessee
$347M +$75.3M +28% 8.89% 69.4% 518
AC
3135
Asio Capital
Kentucky
$347M +$32.5M +10% 9.29% 83.3% 124
SAMU
3136
SONA Asset Management (US)
New York
$347M +$179M +106% 4.22% 10.5% 363
RC
3137
Reik & Co
New York
$347M +$35M +11% 12.2% 46.1% 52
CAM
3138
Chandler Asset Management
California
$347M -$315K -0.1% 6.33% 28% 28
PFBT
3139
Parkside Financial Bank & Trust
Missouri
$347M +$34M +11% 8.81% 66.8% 2,078
LC
3140
Lincoln Capital
Nebraska
$347M +$25.6M +8% 10.6% 68.5% 103
PS
3141
Presima Securities
Quebec, Canada
$347M +$9.79M +3% 3.01% 0.54% 48
TFM
3142
TFC Financial Management
Massachusetts
$347M +$31.2M +10% 9.28% 52.4% 571
HA
3143
Harfst & Associates
Wyoming
$347M +$14.2M +4% 9.14% 80.6% 100
NIC
3144
Northwest Investment Counselors
Oregon
$346M +$41.2M +13% 11.8% 32.4% 556
FC
3145
Fulcrum Capital
Washington
$346M +$9.37M +3% 7.97% 94% 104
PAM
3146
PSquared Asset Management
Switzerland
$346M -$87.3M -20% 53.7% 237% 14
SXL
3147
Summit X LLC
Missouri
$346M +$6.84M +2% 7.43% 62.9% 266
CM
3148
Cohanzick Management
New York
$346M -$66.4M -16% 1.58% 1.03% 318
SAM
3149
Summit Asset Management
Tennessee
$346M +$36.2M +12% 9.05% 44.9% 156
DVF
3150
Discovery Value Fund
Singapore
$345M -$53.3M -13% 10.7% 212% 7