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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RA
3401
Rational Advisors
New York
$152M +$47.4M +45% 1.33% 31.1% 325
SFG
3402
SevenBridge Financial Group
Pennsylvania
$152M +$14.5M +11% 5.77% 61.7% 694
LWA
3403
Lowe Wealth Advisors
Maryland
$152M +$5.86M +4% 5.07% 46.2% 253
EECFV
3404
EnCap Energy Capital Fund VIII
Texas
$152M -$7.76M -5% 4.87% 20.2% 1
PPCP
3405
Pivot Point Capital Partners
California
$152M -$14.4M -9% 2% 30.3% 12
RAA
3406
RWC Asset Advisors
Florida
$151M +$12.5M +9% 18.4% 173% 17
PO
3407
Private Ocean
California
$151M +$3.49M +2% 2.52% 2.79% 188
CPA
3408
Clear Perspective Advisors
Illinois
$151M +$516K +0.3% 4.1% 88.5% 442
SIAS
3409
Shine Investment Advisory Services
Colorado
$151M +$30.4M +25% 4.64% 29.1% 89
OAM
3410
Occidental Asset Management
California
$151M +$12M +9% 6.42% 66.4% 144
NG
3411
Northstar Group
New York
$151M +$5.88M +4% 4.51% 67.9% 111
IF
3412
Ironwood Financial
Arizona
$151M +$8.36M +6% 2.83% 43.9% 291
CMO
3413
Covenant Multifamily Offices
Texas
$151M -$12.4M -8% 5.96% 38.4% 40
DJC
3414
Daily Journal Corp
California
$151M +$4.44M +3% 3.12% 79.3% 4
MWM
3415
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 4.55% 83.6% 125
LWIC
3416
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 5.92% 54.9% 43
LBS
3417
Lawrence B. Seidman
$151M +$8.56M +6% 4.91% 12.1% 28
BWL
3418
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 5.32% 44.6% 73
KCM
3419
Kempner Capital Management
Texas
$150M +$12.6M +9% 1.85% 36.1% 68
WCA
3420
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 5.78% 106% 115
TWM
3421
Torch Wealth Management
Ohio
$150M +$8.27M +6% 5.16% 48.8% 99
IWM
3422
IHT Wealth Management
Illinois
$150M +$17.7M +13% 5.77% 63.4% 1,376
HRC
3423
Hoertkorn Richard Charles
$150M +$5.45M +4% 4.37% 92.1% 89
OLA
3424
Oliver Luxxe Assets
New Jersey
$150M +$5.08M +4% 5.99% 116% 93
GAAM
3425
Guinness Atkinson Asset Management
California
$150M +$2.3M +2% 5.69% 116% 65