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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DC
3751
Defender Capital
North Carolina
$312M +$4.5M +1% 2.13% 102% 45
SFWC
3752
Strategic Family Wealth Counselors
New Jersey
$312M +$19.8M +7% 12% 72.6% 110
IWP
3753
IAG Wealth Partners
Wisconsin
$312M +$30.8M +11% 6.72% 41.1% 441
RRCP
3754
Rip Road Capital Partners
Massachusetts
$312M -$26.9M -8% 9.79% 149% 17
GGI
3755
Godsey & Gibb Inc
Virginia
$312M +$87.6M +39% 11.6% 56.2% 155
PFU
3756
Parus Finance (UK)
United Kingdom
$312M -$35.2M -10% 3.68% 186% 34
NL
3757
NKCFO LLC
Illinois
$311M +$12.7M +4% 6.62% 131% 125
CIA
3758
Compass Ion Advisors
Pennsylvania
$311M +$32.6M +12% 3.98% 53.2% 107
TA
3759
TRB Advisors
New York
$311M +$34.5M +12% 13.5% 76.3% 8
KLI
3760
Kelman-Lazarov Inc
Tennessee
$311M +$25.2M +9% 7.32% 41.2% 87
NC
3761
NinePointTwo Capital
California
$311M +$52.5M +20% 0.17% 1.62% 204
TAM
3762
Tucker Asset Management
Colorado
$310M +$32.8M +12% 7.03% 24.5% 461
DCM
3763
Divisar Capital Management
California
$310M +$18.1M +6% 13.3% 40.7% 31
CWS
3764
Confluence Wealth Services
Pennsylvania
$310M 11.1% 62.1% 1,284
DDSF
3765
Diana Davis Spencer Foundation
Maryland
$310M -$3.6M -1% 1.14% 0.33% 3
FCFC
3766
First Commonwealth Financial Corp
Pennsylvania
$310M +$32.3M +12% 10% 62.6% 179
PCM
3767
Poehling Capital Management
Wisconsin
$310M +$13.6M +5% 5.4% 49.3% 145
SRC
3768
Stone Run Capital
New York
$310M +$18M +6% 12.2% 61.3% 67
SC
3769
Scholtz & Company
Connecticut
$309M +$26.8M +9% 11.6% 111% 77
CWP
3770
Curated Wealth Partners
California
$309M +$130M +73% 6.7% 155
PWAC
3771
Private Wealth Advisors (California)
California
$309M -$18.1M -6% 3.17% 37.4% 108
PCP
3772
Polunin Capital Partners
United Kingdom
$309M +$184M +148% 2.72% 241% 12
BEI
3773
Benjamin Edwards Inc
Missouri
$309M +$144M +88% 10.2% 63.4% 739
PFM
3774
Peak Financial Management
Massachusetts
$309M +$13.7M +5% 4.83% 35.9% 80
LCP
3775
Legacy Capital Partners
Wisconsin
$309M +$32.4M +12% 12.7% 85.6% 147