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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KLI
3726
Kelman-Lazarov Inc
Tennessee
$301M -$10.2M -3% 3.59% 41.2% 85
MI
3727
M3F Inc
Utah
$301M +$2.38M +0.8% 1.01% 98.5% 48
YEPX
3728
Yorktown Energy Partners XI
New York
$300M +$56.6M +23% 39.2% 36.9% 3
GL
3729
Globe Life
Texas
$300M -$15.5M -5% 4.9% 59.3% 1
BP
3730
Broadleaf Partners
Ohio
$300M -$25.6M -8% 0.67% 156% 76
ACM
3731
Aryeh Capital Management
Ontario, Canada
$300M +$10.5M +4% 9.78% 62% 13
HIC
3732
Holderness Investments Company
North Carolina
$300M -$38.7M -11% 3.07% 95% 244
BCCM
3733
Bridge Creek Capital Management
Massachusetts
$300M +$3.34M +1% 0.67% 52.7% 110
SIM
3734
Seaview Investment Managers
Florida
$300M +$15.5M +5% 4.28% 124% 117
NW
3735
Naviter Wealth
Arkansas
$300M -$34.9M -10% 0.36% 58.7% 106
SCP
3736
Stamos Capital Partners
California
$300M +$84M +39% 0.4% 29.6% 99
KAM
3737
Knightsbridge Asset Management
California
$299M -$1.23M -0.4% 1.77% 106% 111
OAM
3738
Origin Asset Management
United Kingdom
$299M -$126M -30% 6.27% 59.3% 53
OWA
3739
Outlook Wealth Advisors
Texas
$299M -$41.4M -12% 2.28% 51.2% 227
RH
3740
Riverstone Holdings
New York
$299M +$139M +87% 5.97% 21.5% 7
PCR
3741
Potrero Capital Research
California
$299M -$36.2M -11% 11.9% 98.3% 86
KFP
3742
Keystone Financial Planning
Ohio
$299M +$5.27M +2% 1.7% 13.4% 48
AFA
3743
Abacus FCF Advisors
Florida
$299M +$95.4M +47% 5.14% 126% 197
TSWM
3744
Triangle Securities Wealth Management
North Carolina
$299M -$20.8M -7% 2.87% 63.7% 182
PA
3745
Prism Advisors
California
$299M -$7.3M -2% 5.57% 39.1% 56
PFM
3746
Peak Financial Management
Massachusetts
$298M -$10.3M -3% 3.49% 35.9% 84
RDWM
3747
Red Door Wealth Management
Tennessee
$298M -$6.64M -2% 3.02% 85% 175
JAM
3748
JW Asset Management
Florida
$298M -$3.67M -1% 1.22% 92.6% 11
MMPW
3749
Mitchell McLeod Pugh & Williams
Alabama
$298M -$4.62M -2% 1.62% 76.4% 242
HWM
3750
Hemington Wealth Management
Virginia
$298M +$81.7M +38% 4.5% 56.2% 111