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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NOCM
3401
Night Owl Capital Management
Connecticut
$352M -$140M -28% 5.5% 169% 21
WFI
3402
West Family Investments
California
$352M -$4.99M -1% 12.3% 62.2% 356
OCM
3403
Orchard Capital Management
Illinois
$352M +$10.8M +3% 5.58% 102% 54
WCFA
3404
Walkner Condon Financial Advisors
Wisconsin
$352M +$198M +129% 3.9% 41.7% 223
BRA
3405
Bender Robert & Associates
California
$351M +$4.55M +1% 6.8% – 46
PW
3406
Peninsula Wealth
California
$351M -$20.7M -6% 5.93% 30% 70
BBPWM
3407
Blue Bell Private Wealth Management
Pennsylvania
$351M -$29.2M -8% 4.81% 52.3% 972
TFM
3408
TFC Financial Management
Massachusetts
$351M +$21.1M +6% 4.46% 52.4% 610
NI
3409
Nextech Invest
Switzerland
$350M -$29.3M -8% 20.5% 164% 14
LWA
3410
Lineweaver Wealth Advisors
Ohio
$350M +$3M +0.9% 4.39% 52.3% 146
PCWA
3411
Pacific Capital Wealth Advisors
California
$350M +$2.6M +0.7% 4.71% 40.2% 96
IC
3412
Inscription Capital
Texas
$350M -$16.2M -4% 2.25% – 228
GAM
3413
Gould Asset Management
California
$349M -$7.85M -2% 4.07% 35.9% 148
CBTWT
3414
Community Bank & Trust (Waco, Texas)
Texas
$349M +$9.36M +3% 0.58% 65.7% 140
BSWM
3415
Boston Standard Wealth Management
Massachusetts
$349M -$9.73M -3% 5.34% 33% 40
CM
3416
Cartica Management
District of Columbia
$349M -$124M -26% 12.5% 92.9% 15
DHGWA
3417
Dixon Hughes Goodman Wealth Advisors
North Carolina
$349M +$41.7M +14% 2.05% – 1,123
RPWA
3418
Regent Peak Wealth Advisors
Georgia
$349M -$19.2M -5% 3.78% 32.1% 172
SAM
3419
Summit Asset Management
Tennessee
$348M -$4.27M -1% 3.46% 44.9% 165
MCM
3420
Marathon Capital Management
Maryland
$348M -$78.4M -18% 7.25% 36.9% 173
ICVCFIA
3421
IDG China Venture Capital Fund IV Associates
Hong Kong
$348M -$152M -30% 30% 105% 4
AW
3422
Avion Wealth
Texas
$348M -$6.04M -2% 0.74% 29.2% 445
RGC
3423
Roberts, Glore & Co
Illinois
$347M -$33.2M -9% 1.05% 56.2% 217
JHCP
3424
Jackson Hole Capital Partners
Oklahoma
$347M +$27.8M +9% 2.35% 64.5% 249
ECM
3425
Engine Capital Management
New York
$347M -$30.3M -8% 3.93% 71.7% 37
135 136
137
138 139