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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CAG
3576
Curtis Advisory Group
California
$301M -$12M -4% 3.51% 67.6% 94
SHFA
3577
SC&H Financial Advisors
Maryland
$301M -$1.87M -0.6% 3.39% 49% 138
EWA
3578
Encompass Wealth Advisors
Oregon
$301M -$6.9M -2% 2.12% 44.9% 341
HCM
3579
Horrell Capital Management
Arkansas
$301M -$24.5M -8% 4.43% 50.8% 221
OAM
3580
Origin Asset Management
United Kingdom
$300M +$45.3M +18% 10.2% 59.3% 26
RWA
3581
Redhawk Wealth Advisors
Minnesota
$300M -$27.1M -8% 1.23% 95.1% 233
SJL
3582
Shayne & Jacobs LLC
Tennessee
$300M +$103M +52% 2.91% 72.1% 94
OL
3583
Optas LLC
Texas
$300M +$1.23M +0.4% 2.6% 88% 190
BHWA
3584
Beacon Harbor Wealth Advisors
Virginia
$300M -$5.31M -2% 1.39% 80
MHR
3585
Matthew Hamilton Rosenberg
$300M +$4.42M +1% 2.23% 38.7% 981
MMG
3586
Monetary Management Group
Missouri
$300M -$26.3M -8% 2.01% 100% 341
PCA
3587
Peddock Capital Advisors
Massachusetts
$300M -$4.1M -1% 1.32% 102% 145
DCMIC
3588
Decheng Capital Management III (Cayman)
Cayman Islands
$300M -$19.2M -6% 10.5% 32
HVCM
3589
Hel Ved Capital Management
Hong Kong
$300M +$66.8M +29% 12.8% 234% 54
UF
3590
Univest Financial
Pennsylvania
$300M -$31M -9% 4.06% 60.4% 119
SIM
3591
Seaview Investment Managers
Florida
$300M -$8.09M -3% 0.79% 124% 118
AFG
3592
Atomi Financial Group
New York
$299M +$80.3M +37% 3.09% 389
BP
3593
Broadleaf Partners
Ohio
$299M -$7.01M -2% 1.73% 156% 78
SDAM
3594
Shulman DeMeo Asset Management
New York
$299M -$34.9M -10% 3.75% 58.7% 134
FCFC
3595
First Commonwealth Financial Corp
Pennsylvania
$299M -$8.12M -3% 3.49% 62.6% 171
NCL
3596
Nishkama Capital LLC
Puerto Rico
$299M -$244M -45% 7.55% 188% 57
MI
3597
M3F Inc
Utah
$299M -$18.9M -6% 1.31% 98.5% 44
CSC
3598
Cook Street Consulting
Colorado
$299M -$32.1M -10% 10.4% 2
CAM
3599
Cypress Asset Management
Texas
$299M -$11.7M -4% 3.23% 97.3% 123
TWD
3600
True Wealth Design
Ohio
$299M +$25.3M +9% 2.43% 823