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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FSWA
3451
Financial Synergies Wealth Advisors
Texas
$188M 14.5% 48.6% 28
DC
3452
DPM Capital
Florida
$188M +$16.6M +10% 15.8% 110% 13
NAH
3453
Neumann Advisory (HK)
Hong Kong
$188M +$43.9M +30% 28.2% 84.2% 12
ACM
3454
Axel Capital Management
New York
$188M +$36.6M +24% 12.4% 193% 12
PS
3455
Peter Svennilson
$188M +$74.3M +65% 153% 4
VCM
3456
Verger Capital Management
North Carolina
$188M +$5.05M +3% 9.77% 42.2% 13
BWM
3457
Biltmore Wealth Management
Arizona
$188M +$97M +107% 9.05% 44.5% 72
LFG
3458
LifePlan Financial Group
Ohio
$188M +$27.3M +17% 11.1% 20.2% 582
IRC
3459
Investors Research Corp
Georgia
$188M +$44.3M +31% 12.5% 45.5% 1,052
WA
3460
Winfield Associates
Ohio
$187M +$24.1M +15% 13.6% 77.6% 130
FIM
3461
Fernwood Investment Management
Massachusetts
$187M +$32.2M +21% 21.2% 83.3% 159
WCG
3462
Wall Capital Group
Arizona
$187M +$19.3M +12% 12.3% 16.6% 25
SC
3463
Schulhoff & Co
Ohio
$187M +$26.8M +17% 11.1% 30.1% 104
PFA
3464
Pettinga Financial Advisors
Indiana
$187M +$34.7M +23% 10.9% 57.3% 105
PSG
3465
Planning Solutions Group
Maryland
$187M +$22.3M +14% 12% 140
CRM
3466
Capital Returns Management
New York
$187M +$15.9M +9% 7.02% 4.39% 29
AMIM
3467
Aull & Monroe Investment Management
Alabama
$187M +$11.5M +7% 11.5% 47.5% 127
MAS
3468
Madden Advisory Services
Florida
$187M +$21M +13% 12.2% 46.3% 89
SCM
3469
Sitrin Capital Management
California
$186M +$22.4M +14% 13.6% 105% 40
NFAM
3470
North Fourth Asset Management
New Jersey
$186M +$32.5M +21% 8.51% 43% 75
CC
3471
Chanos & Company
New York
$186M +$19.8M +12% 13.7% 55
PCFFS
3472
Pacific Center for Financial Services
California
$186M -$153K -0.1% 11.3% 351
EIA
3473
Eldridge Investment Advisors
New Hampshire
$186M +$24M +15% 9.62% 39.7% 87
QCMC
3474
Quantum Capital Management (California)
California
$186M +$13.3M +8% 14% 54% 186
CCC
3475
Chelsea Counsel Company
California
$186M +$20.8M +13% 14% 54.6% 74