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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWM
3151
Dorchester Wealth Management
Quebec, Canada
$501M -$46.9M -9% 0.17% 18.3% 169
PCMC
3152
Paragon Capital Management (Colorado)
Colorado
$501M -$8.99M -2% 3.71% 102% 210
RAA
3153
RWC Asset Advisors
Florida
$501M -$336M -40% 1.31% 173% 19
GCM
3154
Greenland Capital Management
New York
$501M -$53.3M -10% 27.2% – 429
PCMC
3155
Private Capital Management (Colorado)
Colorado
$501M -$52.1M -9% 0.68% 20% 290
AGC
3156
Angelo Gordon & Co
New York
$501M +$166M +50% 0.86% 719% 78
SA
3157
SoftVest Advisors
Texas
$500M +$97.9M +24% 10.4% 75.8% 7
OGC
3158
Oak Grove Capital
New Hampshire
$498M +$46.5M +10% 0.91% 117% 65
CWS
3159
Cypress Wealth Services
California
$498M +$14.3M +3% 1.39% 55.5% 309
SSA
3160
Sierra Summit Advisors
Nevada
$498M +$62.9M +14% 9.76% – 175
TFA
3161
Tobias Financial Advisors
Florida
$497M -$1.49M -0.3% 2.16% 32.1% 115
PFMOSF
3162
Philadelphia Financial Management of San Francisco
California
$497M +$29.8M +6% 11.6% 113% 65
VCM
3163
Virtue Capital Management
Tennessee
$497M -$2.81M -0.6% 1.73% 53.6% 299
NICM
3164
Neo Ivy Capital Management
New York
$496M +$188M +61% 1.17% – 427
GS
3165
Gagnon Securities
New York
$496M -$8.05M -2% 7.02% 96.2% 105
RA
3166
Resolute Advisors
California
$496M +$8.9M +2% 2.26% 1.87% 84
AIA
3167
Allied Investment Advisors
Montana
$496M -$8.66M -2% 1.15% 48.1% 80
SCM
3168
Shah Capital Management
North Carolina
$496M -$17.1M -3% 1.08% 231% 19
RIS
3169
Retirement Income Solutions
Michigan
$496M +$57.8M +13% 1.73% 57% 155
RAM
3170
Ramirez Asset Management
New York
$496M -$25.6M -5% 1.31% – 399
IPW
3171
Impact Partnership Wealth
Georgia
$495M +$52.3M +12% 1.13% – 340
JHCP
3172
Jackson Hole Capital Partners
Oklahoma
$495M +$15.6M +3% 4.03% 64.5% 284
BHPW
3173
Beverly Hills Private Wealth
California
$495M +$188K +0% 1.67% – 359
KC
3174
Keenan Capital
California
$495M +$43.4M +10% 28.2% 148% 10
TSMHT
3175
Thurston Springer Miller Herd & Titak
Indiana
$495M +$132M +36% 0.68% – 1,707
125 126
127
128 129