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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MWM
3576
Mattern Wealth Management
Kansas
$314M +$30M +11% 5.67% 46.1% 178
PA
3577
Parkside Advisors
California
$314M +$23.8M +8% 4.63% 36.7% 72
SFA
3578
Semmax Financial Advisors
North Carolina
$313M +$32.1M +11% 5.78% 297
IP
3579
Isomer Partners
New York
$313M -$83.4M -21% 5.64% 47.2% 23
OWA
3580
Outlook Wealth Advisors
Texas
$313M +$25.1M +9% 5.6% 51.2% 226
JSL
3581
JT Stratford LLC
Georgia
$313M +$29M +10% 6.98% 74% 224
RCP
3582
Rothschild Capital Partners
New York
$312M +$16.8M +6% 8.55% 77.7% 43
BGC
3583
Blue Grotto Capital
Georgia
$312M +$41.3M +15% 14.1% 265% 23
APC
3584
Aspire Private Capital
North Carolina
$312M +$26.4M +9% 5.49% 39.4% 653
PAMI
3585
Perseverance Asset Management International
Cayman Islands
$312M -$99.3M -24% 7.77% 64.2% 24
GF
3586
Gries Financial
Ohio
$312M -$1.64M -0.5% 8.01% 52.1% 178
WCA
3587
Westover Capital Advisors
Delaware
$312M +$21.1M +7% 7.17% 106% 183
GFWEX
3588
G.F.W. Energy XII
Texas
$312M +$16.5M +6% 31.3% 71.2% 6
BCM
3589
Bienville Capital Management
New York
$312M -$19.8M -6% 2.04% 59.9% 149
WA
3590
WealthTrust Axiom
Pennsylvania
$312M +$16M +5% 6.63% 78% 279
CMI
3591
Clare Market Investments
Texas
$311M +$45.6M +17% 13.8% 150% 157
JSC
3592
Jackson Square Capital
California
$311M +$49.3M +19% 13.3% 201% 186
BHTS
3593
Bar Harbor Trust Services
Maine
$311M +$38.7M +14% 7.47% 86.4% 125
DG
3594
Discerene Group
Connecticut
$311M +$38.5M +14% 3.5% 78% 12
FSCM
3595
First Sabrepoint Capital Management
Texas
$311M +$11.2M +4% 7.81% 85.6% 35
CGC
3596
Continental Grain Company
New York
$311M -$33.9M -10% 1.58% 3.89% 8
SIA
3597
SeaBridge Investment Advisors
New Jersey
$310M +$7.68M +3% 4.89% 72.8% 134
PGF
3598
Pelham Global Financials
United Kingdom
$310M +$60.8M +24% 9.55% 24.7% 12
CIA
3599
Capital Impact Advisors
Massachusetts
$310M +$24.3M +8% 12% 141
ACM
3600
Argyle Capital Management
Pennsylvania
$309M +$12.7M +4% 5.21% 52.5% 133