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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TCPWM
3501
Traverso Chambers Private Wealth Management
California
$335M -$1.76M -0.5% 1.89% 16.4% 112
BL
3502
BCWM LLC
Kansas
$335M -$4.43M -1% 2.68% 62
RWG
3503
Ratio Wealth Group
Colorado
$335M +$2.83M +0.9% 4.38% 63
NI
3504
Nepsis Inc
Minnesota
$335M -$9.67M -3% 0.17% 113% 34
IP
3505
Intellectus Partners
California
$335M -$57.3M -15% 5.33% 116% 289
SIA
3506
SeaBridge Investment Advisors
New Jersey
$335M +$22.6M +7% 3.69% 72.8% 149
IA
3507
Insight Advisors
Pennsylvania
$334M -$5.41M -2% 3.93% 51.6% 355
BWA
3508
Burt Wealth Advisors
Maryland
$333M +$27.3M +9% 2.12% 41.3% 105
JWM
3509
JFG Wealth Management
Colorado
$333M +$66.1M +25% 3.96% 48.4% 62
HI
3510
Helikon Investments
United Kingdom
$333M +$18.1M +6% 21.7% 359% 6
CFS
3511
CRA Financial Services
New Jersey
$332M -$3.94M -1% 3.63% 74.3% 220
CAM
3512
Covenant Asset Management
New Jersey
$332M -$38.5M -10% 6.87% 97.6% 143
MJP
3513
Michael J. Puzo
$332M -$21.8M -6% 2.98% 65.3% 85
ASI
3514
All-Stars Investment
Hong Kong
$332M -$96.5M -23% 20.4% 42.5% 4
LTI
3515
Laffer Tengler Investments
Tennessee
$332M -$14.3M -4% 1.66% 69.4% 431
FNBOMD
3516
First National Bank of Mount Dora
Florida
$332M -$7.26M -2% 0.93% 81.2% 134
KAH
3517
Kathryn A. Hall
$332M -$102M -23% 16% 63.7% 53
BHTS
3518
Bar Harbor Trust Services
Maine
$331M -$42.1M -11% 0.82% 86.4% 146
ECM
3519
Endurant Capital Management
California
$331M -$38.5M -10% 4.37% 16.8% 90
OAMG
3520
Odey Asset Management Group
United Kingdom
$331M -$6.56M -2% 9.29% 259% 76
CCM
3521
Cobalt Capital Management
New Jersey
$331M -$44M -12% 11.4% 182% 58
HW
3522
Hedeker Wealth
Illinois
$330M -$14.2M -4% 3.99% 101% 99
TCCM
3523
Timber Creek Capital Management
Massachusetts
$330M -$5.84M -2% 0.71% 78.7% 133
FVCM
3524
F&V Capital Management
Florida
$330M +$31.9M +11% 9.34% 60.2% 68
SRC
3525
Sage Rhino Capital
California
$330M -$26.9M -8% 5.34% 65.7% 235