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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MCM
3701
Monarch Capital Management
Indiana
$371M +$31.1M +9% 9.79% 49.3% 119
LCM
3702
Lionstone Capital Management
New York
$371M -$20.3M -5% 0.32% 105% 12
HWM
3703
Hemington Wealth Management
Virginia
$371M +$74.5M +25% 7.23% 56.2% 1,808
RCM
3704
Ratan Capital Management
Florida
$371M +$44.1M +13% 12.4% 417% 43
EFA
3705
Evernest Financial Advisors
Indiana
$371M +$148M +66% 7.08% 166
IFS
3706
Ifrah Financial Services
Arkansas
$371M +$17.9M +5% 5.39% 43.1% 224
CIP
3707
Convergence Investment Partners
Florida
$371M +$28.6M +8% 10.8% 151% 294
WWM
3708
Wagner Wealth Management
South Carolina
$370M +$36.1M +11% 5.51% 31.3% 270
CCA
3709
Childress Capital Advisors
Texas
$370M +$15.3M +4% 4.21% 73.3% 242
CSIA
3710
Conrad Siegel Investment Advisors
Pennsylvania
$370M +$26.2M +8% 6.46% 49.5% 43
MIG
3711
Mariner Investment Group
New York
$370M -$92.1M -20% 3.49% 35
LF
3712
Lantz Financial
Illinois
$369M +$47.5M +15% 7.16% 54.1% 239
SW
3713
Solidarity Wealth
Utah
$369M +$39.7M +12% 7.33% 96
DCM
3714
DGS Capital Management
New Jersey
$369M +$12.5M +4% 1.87% 110% 336
KMWM
3715
Keudell/Morrison Wealth Management
Oregon
$368M +$26.6M +8% 6.46% 42.6% 230
RGC
3716
Redwood Grove Capital
California
$368M +$48.8M +15% 8.18% 42.3% 29
CFO
3717
Collective Family Office
Pennsylvania
$368M +$28.2M +8% 6.2% 35.8% 178
WFM
3718
Wolff Financial Management
Michigan
$368M +$233M +172% 6.78% 39.1% 98
LAM
3719
L2 Asset Management
Massachusetts
$368M +$36.1M +11% 8.39% 111% 248
SLC
3720
Second Line Capital
Louisiana
$367M +$40.1M +12% 6.54% 139
FA
3721
FDx Advisors
Illinois
$367M +$5.14M +1% 6.44% 58.9% 212
RPA
3722
Rock Point Advisors
Vermont
$366M +$32.8M +10% 11.5% 52.9% 110
WA
3723
Wambolt & Associates
Colorado
$366M +$21.6M +6% 6.48% 62.2% 212
RAM
3724
Riggs Asset Management
Pennsylvania
$366M +$30.3M +9% 8.73% 131% 722
CPI
3725
Crestview Partners III
New York
$366M +$10.1M +3% 3.33% 40.4% 3