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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NQWM
3376
Northwest Quadrant Wealth Management
Oregon
$347M +$23.6M +7% 5.23% 34.1% 66
RPA
3377
Rock Point Advisors
Vermont
$347M +$26.2M +8% 4.77% 52.9% 101
SWM
3378
Southern Wealth Management
Texas
$347M +$43.1M +14% 5.87% 50% 56
FPB
3379
First PREMIER Bank
South Dakota
$346M +$64.1M +23% 5.81% 41.1% 370
OCM
3380
Orchard Capital Management
Illinois
$346M +$28.3M +9% 5.51% 102% 45
CBFP
3381
Cedar Brook Financial Partners
Ohio
$346M +$57.4M +20% 6.34% 47% 383
CCM
3382
Canal Capital Management
Virginia
$346M +$52.8M +18% 8.67% 19.2% 140
JBA
3383
Johnson Bixby & Associates
Washington
$346M +$29.5M +9% 4.37% 34.3% 84
FL
3384
Fort LP
Maryland
$346M -$10.5M -3% 7.34% 56.8% 292
FBCM
3385
Fort Baker Capital Management
California
$346M +$5.47M +2% 5.38% 31.3% 122
PFBT
3386
Parkside Financial Bank & Trust
Missouri
$346M +$14.4M +4% 7.41% 66.8% 1,868
SI
3387
SCP Investment
California
$345M +$10.7M +3% 3.73% 68.9% 37
MFW
3388
Mosaic Family Wealth
Missouri
$345M +$24.9M +8% 7.05% 84.5% 169
HA
3389
Harfst & Associates
Wyoming
$345M +$13.3M +4% 6.33% 80.6% 148
PPP
3390
Private Portfolio Partners
New Jersey
$345M +$36.5M +12% 6.39% 16.9% 270
CCG
3391
Cloverfields Capital Group
Minnesota
$345M +$35.8M +12% 8.42% 83.1% 77
LHC
3392
Lodge Hill Capital
New York
$345M +$108M +45% 6.17% 13.8% 29
PA
3393
Perennial Advisors
New York
$344M +$26.6M +8% 6.39% 306
WMG
3394
WESCAP Management Group
California
$344M -$17.5M -5% 4.19% 33.9% 88
ACM
3395
Aubrey Capital Management
United Kingdom
$344M -$11M -3% 19.9% 227% 61
CPA
3396
Court Place Advisors
Maryland
$343M +$20.9M +6% 6.06% 72.3% 182
ACM
3397
Alight Capital Management
New York
$343M +$29.9M +10% 9.08% 288% 74
TP
3398
Toronado Partners
California
$343M +$35M +11% 6.04% 75.5% 11
BBPWM
3399
Blue Bell Private Wealth Management
Pennsylvania
$342M +$14.3M +4% 7.16% 52.3% 198
CH
3400
Canton Hathaway
Rhode Island
$342M +$28.5M +9% 7.81% 78.3% 353