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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NI
3701
NFC Investments
Tennessee
$323M 10.1% 31
CPM
3702
Crescent Park Management
California
$323M +$1.07M +0.3% 14.8% 123% 36
DBIA
3703
Dumont & Blake Investment Advisors
New Jersey
$323M +$27.6M +9% 10.4% 56.5% 202
EAM
3704
EdenTree Asset Management
United Kingdom
$323M +$68M +27% 12.3% 77
W
3705
WPWealth
Texas
$323M +$61.7M +24% 8.35% 64
FCFC
3706
First Commonwealth Financial Corp
Pennsylvania
$323M +$23.7M +8% 11.5% 62.6% 173
SFG
3707
Sunburst Financial Group
Alabama
$323M +$39.6M +14% 8.72% 40.2% 105
GLCM
3708
Greenlea Lane Capital Management
Connecticut
$323M +$43.8M +16% 16.8% 159% 10
SAM
3709
Shikiar Asset Management
New York
$323M +$35.4M +12% 13.9% 80
WPP
3710
Whalerock Point Partners
Rhode Island
$323M +$34.1M +12% 11.1% 96% 170
WWP
3711
Waypoint Wealth Partners
California
$322M +$34.4M +12% 9.81% 52.1% 86
SFA
3712
Source Financial Advisors
New York
$322M +$25.8M +9% 17% 18.5% 128
FRGX
3713
First Reserve GP XIII
Connecticut
$322M -$7.71M -2% 1.64% 56.1% 2
HF
3714
Halpern Financial
Virginia
$322M +$32.3M +11% 10.5% 26.3% 278
SJL
3715
Shayne & Jacobs LLC
Tennessee
$322M +$21.6M +7% 8.72% 72.1% 94
TSWM
3716
Triangle Securities Wealth Management
North Carolina
$322M +$40.4M +14% 11.9% 63.7% 194
CAM
3717
Creekmur Asset Management
Illinois
$322M 8.86% 802
BDWCC
3718
B&D White Capital Company
Texas
$322M +$53.7M +20% 5.34% 11.8% 83
AWM
3719
Accurate Wealth Management
Florida
$322M +$2.81M +0.9% 10.4% 78.3% 294
HIP
3720
Harrell Investment Partners
Texas
$322M +$28M +10% 11.5% 94% 102
SAM
3721
Satovsky Asset Management
New York
$321M +$26.1M +9% 9.03% 46% 48
RGC
3722
Roberts, Glore & Co
Illinois
$321M +$18.5M +6% 9.13% 56.2% 209
VVVM4
3723
Viola Ventures VC Management 4
Israel
$321M -$12.8M -4% 3.91% 5
SIAP
3724
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$321M +$34.6M +12% 12.6% 81.4% 143
HP
3725
Hound Partners
New York
$321M -$130M -29% 3.48% 32.3% 19