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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BWP
3576
Bernardo Wealth Planning
Pennsylvania
$259M +$36.8M +17% 10.5% 46.7% 178
WCM
3577
Wisconsin Capital Management
Wisconsin
$259M +$42.6M +20% 19.7% 145% 62
CIA
3578
Compass Ion Advisors
Pennsylvania
$259M +$101M +64% 10.7% 53.2% 95
RIM
3579
Rush Island Management
New York
$259M +$57.4M +29% 22.3% 0.16% 26
GWMIA
3580
Global Wealth Management Investment Advisory
Florida
$258M +$26.8M +12% 11.8% 58.2% 531
HIC
3581
Holderness Investments Company
North Carolina
$258M +$15.4M +6% 12.3% 95% 195
OC
3582
Oarsman Capital
Wisconsin
$257M +$35.4M +16% 15.3% 60.6% 191
FBCM
3583
Fort Baker Capital Management
California
$257M +$42.5M +20% 7.87% 31.3% 78
LIC
3584
Laurus Investment Counsel
Canada
$257M +$53.7M +26% 21.4% 37.4% 47
AFS
3585
Annapolis Financial Services
Maryland
$257M 13.4% 15% 418
HWM
3586
Holloway Wealth Management
Florida
$257M +$26.7M +12% 11.2% 50.7% 254
REMPR
3587
Roof Eidam Maycock Peralta (REMP)
California
$257M -$21K -0% 10.4% 47.4% 97
ODG
3588
O'Dell Group
Ohio
$257M +$50.6M +25% 14.3% 53.5% 68
KC
3589
Kadensa Capital
Hong Kong
$256M -$6.13M -2% 17.9% 112% 15
EGP
3590
Entrust Global Partners
New York
$256M 66.4% 98.6% 5
PCP
3591
Polunin Capital Partners
United Kingdom
$256M -$125M -33% 36.8% 241% 17
DCM
3592
DeGreen Capital Management
Arizona
$256M +$29.8M +13% 9.59% 28.5% 22
KRC
3593
Kehrs Ridge Capital
New Jersey
$256M +$16.5M +7% 19.9% 50
SC
3594
Scholtz & Company
Connecticut
$256M +$27M +12% 14.7% 111% 83
HP
3595
Harbourvest Partners
Massachusetts
$256M -$14.3M -5% 28.3% 154% 40
SFG
3596
SevenBridge Financial Group
Pennsylvania
$256M +$36.1M +16% 12.9% 61.7% 153
AMM
3597
American Money Management
California
$256M +$35M +16% 14.6% 58.1% 84
CCP
3598
Clifford Capital Partners
Utah
$256M +$48.8M +24% 23.8% 47.2% 38
LCP
3599
Legacy Capital Partners
Wisconsin
$255M +$8.16M +3% 12% 85.6% 142
KS
3600
Karpas Strategies
Connecticut
$255M +$37.9M +17% 18.1% 16.1% 128