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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ECA
3701
Elevated Capital Advisors
Utah
$289M 0.62% 35.2% 178
WAM
3702
WNY Asset Management
New York
$289M +$10.3M +4% 1.15% 39.9% 162
MSA
3703
Marino Stram & Associates
Massachusetts
$289M -$93.8M -24% 0.95% 52.1% 310
DE
3704
Day & Ennis
Georgia
$289M +$690K +0.2% 0.53% 15.2% 127
MW
3705
MBL Wealth
North Carolina
$289M 1.35% 35.5% 73
ACM
3706
Analog Century Management
New York
$289M +$39.6M +16% 5.42% 321% 21
DT
3707
Daniels + Tansey
Delaware
$289M +$1.14M +0.4% 0.99% 21.1% 34
BZWA
3708
Blue Zone Wealth Advisors
California
$288M +$22M +8% 1.12% 77.1% 102
BAM
3709
Bullseye Asset Management
Colorado
$288M -$8.53M -3% 1.73% 101% 108
AEPIP
3710
AH Equity Partners III (Parallel)
California
$288M +$15.1M +6% 39.2% 32.4% 2
HC
3711
Hillman Company
Pennsylvania
$287M -$104M -26% 2.29% 154% 12
WAS
3712
Winch Advisory Services
Wisconsin
$287M +$8.83M +3% 0.27% 82.1% 542
BT
3713
Brandywine Trust
Delaware
$287M -$29.2M -9% 5.9% 23% 33
MCA
3714
Magnolia Capital Advisors
Mississippi
$287M +$60.7M +27% 0.9% 65.3% 203
WSC
3715
Wellington Shields & Co
New York
$287M -$16.4M -5% 3.98% 64.9% 230
MHP
3716
Manatuck Hill Partners
Connecticut
$286M -$44.4M -13% 3.89% 318% 169
AC
3717
Albar Capital
United Kingdom
$286M +$36.2M +14% 0.38% 162% 41
HC
3718
Hendley & Co
Ohio
$286M -$12.7M -4% 1.85% 50.1% 73
OBWP
3719
O'Brien Wealth Partners
Massachusetts
$286M -$16.1M -5% 0.36% 41.6% 50
WPIC
3720
White Pine Investment Company
Michigan
$286M -$4.25M -1% 0.71% 61.3% 60
CWA
3721
Cornerstone Wealth Advisors
Minnesota
$286M +$719K +0.3% 0.71% 36.5% 40
KLI
3722
Kelman-Lazarov Inc
Tennessee
$286M -$1.02M -0.4% 1% 41.2% 85
PPW
3723
Pasadena Private Wealth
California
$285M -$6.54M -2% 1.64% 40.4% 100
SF
3724
Symphony Financial
Texas
$285M -$8.87M -3% 0.61% 67.4% 190
WPA
3725
West Paces Advisors
Georgia
$285M +$13M +5% 0.83% 37.9% 651