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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CBN
3451
Cadence Bank NA
Texas
$334M +$17.1M +5% 6.62% 33.3% 214
RGC
3452
Roberts, Glore & Co
Illinois
$334M +$14.5M +5% 6.57% 56.2% 202
SAMC
3453
Spectrum Asset Management (California)
California
$334M +$9.58M +3% 5.25% 53.8% 128
IF
3454
Ironwood Financial
Arizona
$333M +$26.5M +9% 5.68% 43.9% 606
GLCM
3455
Greenlea Lane Capital Management
Connecticut
$333M +$94.5M +40% 18.2% 159% 11
CDIA
3456
Capital Directions Investment Advisors
Georgia
$333M +$26.9M +9% 6.38% 7.53% 426
GC
3457
GFG Capital
Florida
$333M +$43.3M +15% 9.24% 92.2% 131
WHCM
3458
Wolf Hill Capital Management
Connecticut
$333M +$101M +44% 18.6% 232% 34
PC
3459
Permit Capital
Pennsylvania
$333M +$39.3M +13% 12.6% 41.7% 23
AIA
3460
Alera Investment Advisors
Illinois
$333M +$29.1M +10% 6.8% 28.9% 96
HWM
3461
HFR Wealth Management
New York
$332M 6.79% 61.2% 58
CAN
3462
Claraphi Advisory Network
United States
$332M -$30.7M -8% 7.22% 88.3% 350
JCI
3463
Jet Capital Investors
New York
$332M -$19.6M -6% 8.73% 68.3% 46
PCM
3464
Pinz Capital Management
New York
$332M -$46M -12% 13.8% 201% 620
EMG
3465
Ellington Management Group
Connecticut
$332M +$59.2M +22% 0.56% 0.66% 197
MMG
3466
Monetary Management Group
Missouri
$332M +$13.9M +4% 9.7% 100% 322
AFM
3467
Andesa Financial Management
Pennsylvania
$332M +$24.8M +8% 5.95% 73.6% 157
EWP
3468
Engrave Wealth Partners
Texas
$332M +$83.2M +33% 6.98% 39.9% 87
BOS
3469
Bank of Stockton
California
$331M +$30.3M +10% 6.01% 54.2% 127
XWM
3470
Xcel Wealth Management
Florida
$331M +$50.9M +18% 9.2% 92.7% 146
Legacy Financial Group (Iowa)
3471
Legacy Financial Group (Iowa)
Iowa
$331M +$43.3M +15% 4.62% 32.5% 72
SPIO
3472
Seven Post Investment Office
California
$331M +$44.9M +16% 10.8% 50.6% 49
EPA
3473
Element Pointe Advisors
Florida
$331M +$32.9M +11% 8.02% 50.8% 138
MHP
3474
Manatuck Hill Partners
Connecticut
$331M +$35.4M +12% 12.2% 318% 181
BSWM
3475
Boston Standard Wealth Management
Massachusetts
$331M +$23.2M +8% 4.96% 33% 37