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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BWM
3701
Buckley Wealth Management
Nevada
$294M +$22.5M +8% 6.7% 67.6% 132
TM
3702
Tikvah Management
North Carolina
$294M +$50.7M +21% 13.9% 94.5% 24
CIM
3703
CIM Investment Management
Pennsylvania
$294M +$23.6M +9% 9.38% 87.7% 295
BSG
3704
Black Swift Group
Colorado
$294M +$6.78M +2% 6.68% 109% 121
IVGAI
3705
Index Venture Growth Associates III
Jersey
$294M -$200M -41% 6.05% 825% 3
CCM
3706
Corsair Capital Management
New York
$294M +$30.3M +11% 12.5% 274% 120
VPP
3707
Vertex Planning Partners
Illinois
$294M +$27.9M +11% 3.67% 136
MFGM
3708
Marshall Financial Group (Maryland)
Maryland
$293M +$14.5M +5% 5.62% 51.6% 182
FNB
3709
Farmers National Bank
Kentucky
$293M +$10.8M +4% 4.46% 148
IA
3710
IAM Advisory
Pennsylvania
$293M +$3.68M +1% 3.92% 47% 104
4WM
3711
44 Wealth Management
Oregon
$293M -$2.42M -0.8% 1.51% 179
PWM
3712
Paulson Wealth Management
Illinois
$293M +$67.9M +30% 5.78% 47.1% 130
MCM
3713
Morton Capital Management
California
$293M +$10.2M +4% 3.22% 54.8% 96
CRWM
3714
Castle Rock Wealth Management
California
$293M +$12.8M +5% 4.64% 71.1% 223
PB
3715
Pinnacle Bancorp
Nebraska
$292M +$20M +7% 7.3% 63% 817
RMAM
3716
Raab & Moskowitz Asset Management
New Jersey
$292M +$18.4M +7% 7.01% 62.6% 166
SWM
3717
Shakespeare Wealth Management
Wisconsin
$292M +$10.6M +4% 2.17% 35.2% 80
SEM
3718
Strategic Equity Management
Arizona
$292M +$11.2M +4% 4.9% 48.3% 42
AR
3719
Apeiron RIA
Texas
$292M +$1.34M +0.5% 3.68% 48.2% 203
NI
3720
Noked Israel
Israel
$292M +$64.1M +28% 14% 243% 37
WWP
3721
Waypoint Wealth Partners
California
$292M +$11.7M +4% 4.27% 52.1% 72
WAS
3722
WESPAC Advisors SoCal
California
$292M +$2.16M +0.7% 8.56% 99.8% 88
HF
3723
Halpern Financial
Virginia
$292M +$13.9M +5% 5.04% 26.3% 268
OHWP
3724
Oak Harbor Wealth Partners
North Carolina
$292M +$16.8M +6% 6.12% 59.9% 236
PPW
3725
Presilium Private Wealth
Pennsylvania
$292M +$32.6M +13% 3.47% 59