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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PWSG
3701
Pacific Wealth Strategies Group
California
$145M +$4.39M +3% 3.22% 81.1% 83
HAM
3702
Hillswick Asset Management
Connecticut
$145M +$2.18M +2% 1.73% 40.2% 13
HGWM
3703
Harvest Group Wealth Management
Massachusetts
$145M -$3.34M -2% 1.24% 28.1% 47
RA
3704
Resource America
New York
$145M +$5.05M +4% 7.97% 12.1% 47
HKIM
3705
Hayek Kallen Investment Management
Alabama
$145M +$565K +0.4% 0.51% 70.8% 69
AIM
3706
Aspen Investment Management
Michigan
$145M +$5.2M +4% 2.17% 57.9% 150
CCM
3707
Concourse Capital Management
Georgia
$145M +$18.5M +15% 3.77% 92% 59
VST
3708
Van Strum & Towne
California
$145M +$2.27M +2% 4.34% 51.4% 70
UWPG
3709
Ullmann Wealth Partners Group
Florida
$145M +$3.04M +2% 2.08% 53.6% 65
SCM
3710
Sterneck Capital Management
Missouri
$145M -$25.5M -15% 2.44% 48.1% 121
SKK
3711
Shepherd Kaplan Krochuk
Massachusetts
$144M +$1.34M +0.9% 12.5% 33% 273
I2I
3712
Insight 2811 Inc
Illinois
$144M +$4.97M +4% 0.01% 20.4% 83
VIG
3713
Vienna Insurance Group
Poland
$144M -$5.46M -4% 0.77% 85.8% 66
MCM
3714
Monument Capital Management
Virginia
$144M -$2.04M -1% 0.13% 108% 161
CC
3715
Chanos & Company
New York
$144M -$23.5M -14% 3.53% 48
WCM
3716
Wunderlich Capital Managemnt
Tennessee
$144M -$1.66M -1% 2.12% 33.6% 99
NL
3717
NVWM LLC
Pennsylvania
$144M +$6.7M +5% 5.11% 89.5% 408
BIA
3718
BHK Investment Advisors
Alabama
$144M +$8.23M +6% 1.21% 43.9% 86
SWA
3719
Sutton Wealth Advisors
Florida
$144M +$4.07M +3% 3.2% 40.9% 1,179
HCM
3720
Hudson Capital Management
New Jersey
$144M +$7.79M +6% 0.46% 47.4% 81
GCM
3721
Garland Capital Management
Washington
$144M -$123K -0.1% 2.16% 29.4% 32
CWP
3722
Capital Wealth Planning
Florida
$144M -$62K -0% 0.05% 61.2% 242
PCC
3723
Park Circle Company
Maryland
$144M -$6.24M -4% 3.24% 54% 83
FSA
3724
Financial Sense Advisors
California
$143M -$62.9M -30% 3.2% 95.2% 88
SAM
3725
Sequent Asset Management
Texas
$143M -$22.7M -14% 1.82% 49% 70