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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
3426
Stordahl Capital Management
Colorado
$422M -$1.1M -0.3% 2.45% 39.6% 62
GA
3427
Greenspring Advisors
Maryland
$422M -$36.8M -8% 1.57% 17.4% 105
JE
3428
JMAC Enterprises
Pennsylvania
$421M -$216M -34% 0.68% 55% 175
WPP
3429
Whalerock Point Partners
Rhode Island
$421M -$8.98M -2% 3.16% 96% 191
ACM
3430
Aljian Capital Management
Nevada
$421M -$39M -8% 7.08% 149% 123
ITC
3431
Inspire Trust Company
Nevada
$420M +$29.2M +7% 0.19% – 117
AFM
3432
Anson Funds Management
Texas
$420M -$390M -48% 7.47% 225% 198
DCP
3433
Diameter Capital Partners
New York
$420M -$106M -20% 1.51% 48.6% 33
MC
3434
Miramar Capital
Illinois
$420M +$1.03M +0.2% 2.37% 43.5% 59
SDWIA
3435
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420M +$15.7M +4% 2.39% 66% 161
WCP
3436
Welch Capital Partners
New York
$420M -$42.9M -9% 5.91% 69.2% 23
OFS
3437
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 2.21% – 142
TAS
3438
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 0.73% 77.7% 18
OGC
3439
Oak Grove Capital
New Hampshire
$419M -$78.9M -16% 4.47% 117% 71
WDG
3440
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 0.54% 45.3% 162
RA
3441
RR Advisors
Texas
$419M +$29.6M +8% 12% 105% 31
RCP
3442
Reverence Capital Partners
New York
$418M +$82.4M +25% 24.5% 6.3% 1
CPG
3443
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1.66% – 1,714
BWP
3444
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 2.74% 46.7% 117
SG
3445
SCHF (GPE)
Wyoming
$418M – – 2.31% – 3
SIAP
3446
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 1.49% 81.4% 180
SL
3447
Systelligence LLC
Minnesota
$416M +$11.2M +3% 0.66% 35.6% 51
CAC
3448
Core Alternative Capital
Georgia
$416M -$62.4M -13% 0.58% 54.6% 365
UAM
3449
UAS Asset Management
New York
$416M +$1M +0.2% 3.89% 119% 16
BHBT
3450
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 0.01% 51.4% 235
136 137
138
139 140