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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CP
3176
Caligan Partners
New York
$479M +$84.4M +21% 16.6% 17
IA
3177
IFC Advisors
California
$479M +$20.4M +4% 1.64% 174
SWA
3178
SOA Wealth Advisors
New York
$479M -$63.9M -12% 4.4% 75.5% 917
MCM
3179
Mengis Capital Management
Oregon
$479M -$10.6M -2% 0.13% 67.7% 195
IR
3180
IAT Reinsurance
New York
$479M +$5.27M +1% 2.58% 1.09% 82
LC
3181
Lincoln Capital
Nebraska
$479M +$3.26M +0.7% 2.51% 68.5% 122
BA
3182
Bellwether Advisors
Nebraska
$479M -$80.5M -14% 4.36% 83.7% 533
SCM
3183
Silverarc Capital Management
Massachusetts
$479M +$31.4M +7% 1.96% 1,110% 82
TCOTS
3184
Trust Company of the South
North Carolina
$479M -$12.5M -3% 3.35% 129
WCAMG
3185
Woodard & Company Asset Management Group
North Carolina
$479M +$14.6M +3% 2.43% 66.3% 149
RIS
3186
Retirement Income Solutions
Michigan
$478M -$17.7M -4% 4.06% 57% 157
MAP
3187
Moody Aldrich Partners
Massachusetts
$478M -$62.2M -12% 2.48% 181% 222
AWC
3188
Abundance Wealth Counselors
Pennsylvania
$478M +$18.1M +4% 2.86% 97.8% 158
TCA
3189
Trifecta Capital Advisors
Illinois
$477M -$29.1M -6% 5.52% 437
CAM
3190
Creekmur Asset Management
Illinois
$477M +$40.5M +9% 1.4% 1,029
IECM
3191
Intrinsic Edge Capital Management
Illinois
$477M -$261M -35% 0.81% 191% 108
AWA
3192
Artemis Wealth Advisors
New York
$477M -$83.9M -15% 7.68% 89.4% 37
DMC
3193
Drexel Morgan & Co
Pennsylvania
$476M -$8.28M -2% 7.89% 35.7% 56
JCP
3194
JB Capital Partners
New York
$476M -$46M -9% 10.5% 153% 81
QC
3195
Qalhat Capital
British Virgin Islands
$476M +$97.7M +26% 3.34% 64.6% 4
BTWM
3196
Brass Tax Wealth Management
Ohio
$476M +$884K +0.2% 2.28% 221
ACGDR
3197
Atmos Capital Gestao de Recursos
Brazil
$476M +$14.9M +3% 13% 350% 12
HBCM
3198
Heron Bay Capital Management
Michigan
$476M -$2.9M -0.6% 2.7% 72% 133
FNBTCON
3199
First National Bank & Trust Co of Newtown
Pennsylvania
$476M -$3.45M -0.7% 0.85% 42.3% 139
SXL
3200
Summit X LLC
Missouri
$476M +$24.7M +5% 2.08% 62.9% 248