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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FWP
3276
Falcon Wealth Planning
California
$302M +$7.71M +3% 5.33% 43.9% 89
PAM
3277
Pinpoint Asset Management
Hong Kong
$302M +$50.2M +20% 9.2% 182% 41
IF
3278
Ironwood Financial
Arizona
$302M -$9.71M -3% 3.48% 43.9% 120
SA
3279
SoftVest Advisors
Texas
$302M +$37.4M +14% 13.9% 75.8% 5
CAWM
3280
Capital Advisors Wealth Management
Washington
$301M -$6.53M -2% 4.56% 51.1% 125
FIM
3281
Fruth Investment Management
Texas
$301M -$63.3M -17% 2.45% 51.5% 235
SCP
3282
Searchlight Capital Partners
New York
$301M -$148M -33% 31.2% 28.2% 7
ECM
3283
Engine Capital Management
New York
$301M +$62.3M +26% 1.42% 71.7% 54
IWP
3284
IAG Wealth Partners
Wisconsin
$301M -$4.54M -1% 6.24% 41.1% 488
PCM
3285
Punch Card Management
Florida
$301M -$22M -7% 4.68% 59.1% 4
CMA
3286
Cedar Mountain Advisors
Oregon
$300M +$8.27M +3% 3.88% 48% 351
BCMLT
3287
Beacon Capital Management LLC (Tennessee)
Tennessee
$300M -$103M -26% 4.73% 71.9% 1,011
NAMP
3288
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$300M -$20.2M -6% 4.92% 63.6% 141
PAM
3289
Paradigm Asset Management
New York
$300M -$26.8M -8% 2.94% 47.2% 473
CIM
3290
Contravisory Investment Management
Massachusetts
$300M -$8.62M -3% 2.93% 97.7% 363
Legacy Financial Group (Iowa)
3291
Legacy Financial Group (Iowa)
Iowa
$299M -$17.5M -6% 4.8% 32.5% 44
RWP
3292
Revolve Wealth Partners
New Jersey
$299M -$4.93M -2% 5.52% 50.5% 143
MCG
3293
McCollum Christoferson Group
New York
$299M -$29.2M -9% 4.92% 50.6% 67
CAM
3294
Capco Asset Management
Florida
$298M -$33M -10% 7.87% 94.6% 23
GF
3295
Goodman Financial
Texas
$298M -$3.69M -1% 5.64% 40.3% 50
TCM
3296
Tekne Capital Management
New York
$298M +$5.01M +2% 4.96% 257% 14
JWM
3297
JFG Wealth Management
Colorado
$298M +$24.8M +9% 4.17% 48.4% 48
TC
3298
Teilinger Capital
Texas
$298M +$18.4M +7% 1.85% 12.8% 52
TP
3299
TenCore Partners
New York
$298M -$87.8M -23% 6.7% 150% 10
PWA
3300
Peterson Wealth Advisors
Utah
$298M -$5.21M -2% 5.31% 40% 61