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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LCWP
3576
Legacy Capital Wealth Partners
Arkansas
$404M -$96M -19% 2.45% 47.3% 399
CTWM
3577
Cherry Tree Wealth Management
Minnesota
$404M -$17.8M -4% 2.7% 655
ESB
3578
Essex Savings Bank
Connecticut
$404M +$3.29M +0.8% 0.56% 64.9% 306
GMP
3579
Great Mountain Partners
Connecticut
$404M -$168M -29% 63.8% 66.6% 2
SIM
3580
Symetra Investment Management
Connecticut
$404M +$123M +44% 1.32% 44.7% 5
AF
3581
Apollon Financial
South Carolina
$404M +$63.8M +19% 3.05% 190
BFIC
3582
Bedell Frazier Investment Counselling
California
$404M -$14.9M -4% 0.06% 57.3% 116
MC
3583
Martin & Co
Tennessee
$404M -$21.3M -5% 1.37% 57.3% 106
SCA
3584
Stuart Chaussee & Associates
California
$403M +$22.6M +6% 2.3% 41% 185
APC
3585
Aspire Private Capital
North Carolina
$403M -$16.8M -4% 0.93% 39.4% 686
RFG
3586
REAP Financial Group
Texas
$403M -$4.93M -1% 0.28% 732
HPC
3587
Hobart Private Capital
North Carolina
$403M +$12.1M +3% 0.6% 42.9% 94
CAM
3588
Cypress Asset Management
Texas
$403M +$1.2M +0.3% 1.2% 97.3% 107
FMTC
3589
Farmers & Merchants Trust Company
California
$403M -$4.98M -1% 1.1% 62.8% 205
FCM
3590
Firestone Capital Management
Florida
$402M +$3.61M +0.9% 0.99% 40.5% 162
BWM
3591
BCS Wealth Management
Tennessee
$402M +$167M +71% 0.59% 35.3% 270
HW
3592
Hedeker Wealth
Illinois
$402M +$24.5M +6% 11.8% 101% 91
VAS
3593
Valicenti Advisory Services
New York
$402M +$12.3M +3% 2.77% 74.2% 74
FA
3594
Flagstar Advisors
New York
$402M +$6.95M +2% 0.85% 39.5% 212
SMI
3595
Shelter Mutual Insurance
Missouri
$401M -$17.4M -4% 2.81% 51.7% 57
CPH
3596
C Partners Holding
Switzerland
$401M +$85.7M +27% 7.62% 65.7% 13
NI
3597
Nepsis Inc
Minnesota
$401M -$21.3M -5% 2.83% 113% 31
CCT
3598
Capital City Trust
Florida
$401M -$2.3M -0.6% 1.65% 73.6% 119
RAM
3599
Redmond Asset Management
Virginia
$400M +$81.7M +26% 2.5% 75.7% 211
MCM
3600
Marathon Capital Management
Maryland
$400M -$12.1M -3% 0.02% 36.9% 164