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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EFIC
3676
Eliot Finkel Investment Counsel
California
$148M +$5.89M +4% 2.93% 33.1% 36
PSC
3677
Piper Sandler & Co
Minnesota
$148M +$96.4M +188% 0.41% 0.42% 27
RWM
3678
Rezny Wealth Management
Florida
$148M +$22.1M +18% 1.13% 62% 12
CCM
3679
Colorado Capital Management
Colorado
$148M -$1.56M -1% 1.49% 41.9% 93
SAMC
3680
Spectrum Asset Management (Connecticut)
Connecticut
$147M -$5.4M -4% 1.48% 3.77% 5
HA
3681
Havens Advisors
New York
$147M +$21M +17% 5.77% 459% 44
BC
3682
Birchview Capital
Vermont
$147M -$4.71M -3% 0.04% 103% 56
KCMRT
3683
Kemper Corp Master Retirement Trust
Illinois
$147M +$20.3M +16% 3.44% 21.9% 42
ODG
3684
O'Dell Group
Ohio
$147M +$8.87M +6% 1.07% 53.5% 43
OAM
3685
Oak Asset Management
California
$146M +$17.1M +13% 4.09% 63.9% 95
CAW
3686
Cornerstone Advisors (Washington)
Washington
$146M -$366K -0.2% 1.54% 24.3% 1,301
BIA
3687
Bigelow Investment Advisors
Maine
$146M -$791K -0.5% 1.97% 50.4% 155
VCM
3688
Venor Capital Management
New York
$146M -$5.73M -4% 16.2% 7
ECM
3689
Engine Capital Management
New York
$146M -$27.2M -16% 0.6% 71.7% 59
LA
3690
Lau Associates
Delaware
$146M +$17.3M +13% 2.4% 44.4% 77
CW
3691
Cabot-Wellington
Massachusetts
$146M +$10.3M +8% 1.89% 57.8% 10
YEPV
3692
Yorktown Energy Partners VII
New York
$146M +$10.3M +8% 13.6% 22.4% 4
ACM
3693
ADI Capital Management
New York
$146M +$21.3M +17% 11.1% 110% 28
PC
3694
PhiloSmith Capital
Connecticut
$146M +$3.14M +2% 1.75% 96.6% 37
ACM
3695
AidennLair Capital Management
New York
$146M -$23.8M -14% 0.39% 39
AF
3696
Aldebaran Financial
$146M -$3.42M -2% 3.69% 69.8% 97
CCPM
3697
Cooper Creek Partners Management
New York
$145M +$17.3M +13% 0.39% 62.8% 43
JGIA
3698
Jackson Grant Investment Advisers
Connecticut
$145M +$2.4M +2% 2.22% 44.9% 226
WFWM
3699
Wechter Feldman Wealth Management
New Jersey
$145M +$3.85M +3% 3.57% 53.8% 36
SVG
3700
Sun Valley Gold
Idaho
$145M -$17.9M -11% 0.3% 168% 14