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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HWP
3451
Hefty Wealth Partners
Indiana
$151M +$4.87M +3% 2.98% 275
SG
3452
StepStone Group
California
$151M -$13.5M -8% 11.2% 180% 11
SC
3453
Searle & Co
Connecticut
$151M +$5.51M +4% 3.52% 62.1% 135
TCM
3454
Texan Capital Management
Texas
$151M +$2.1M +1% 2.77% 19.3% 105
WCM
3455
Woodson Capital Management
Connecticut
$151M +$12.9M +9% 3.08% 174% 40
KC
3456
Kingfisher Capital
North Carolina
$151M +$3.27M +2% 3.54% 58.5% 120
SIAP
3457
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151M +$1.03M +0.7% 2.97% 81.4% 391
DCM
3458
Delta Capital Management
New Jersey
$151M +$2.38M +2% 2.32% 50.3% 79
SXL
3459
Summit X LLC
Missouri
$151M +$10.7M +8% 2.75% 62.9% 197
WRM
3460
Weybosset Research & Management
Rhode Island
$150M -$4.79M -3% 4.59% 57.2% 61
AMM
3461
American Money Management
California
$150M +$9.89M +7% 5.16% 58.1% 76
PCM
3462
Peak Capital Management
Colorado
$150M -$28.6M -16% 2.42% 9.52% 107
RWA
3463
RGT Wealth Advisors
Texas
$150M +$4.08M +3% 3.5% 9.35% 101
JSA
3464
Jacobson & Schmitt Advisors
Wisconsin
$150M +$2.29M +2% 1.73% 83.7% 47
CRCM
3465
Crystal Rock Capital Management
Illinois
$150M -$4.75M -3% 4.02% 194% 34
SCP
3466
Steamboat Capital Partners
New York
$150M +$33.2M +28% 7.59% 269% 26
MWM
3467
Mascoma Wealth Management
New Hampshire
$150M +$1.51M +1% 8.93% 33.2% 441
IAM
3468
Integre Asset Management
New York
$150M -$15.2M -9% 7.89% 74% 122
BCP
3469
Berkeley Capital Partners
Georgia
$150M +$2.79M +2% 3.06% 45.8% 124
LP
3470
LGL Partners
Pennsylvania
$150M -$37.4M -20% 3.66% 56.7% 96
BSWM
3471
Boston Standard Wealth Management
Massachusetts
$150M +$5.88M +4% 3.24% 33% 21
CMO
3472
Covenant Multifamily Offices
Texas
$150M -$8.1M -5% 4.24% 38.4% 38
MCA
3473
Morris Capital Advisors
Pennsylvania
$150M +$7.8M +6% 7.69% 72.9% 78
SWM
3474
SigFig Wealth Management
California
$150M +$13.8M +10% 3.88% 32.3% 28
CCM
3475
Context Capital Management
California
$149M +$8.83M +6% 0.07% 3.54% 54