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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LWM
3751
Liberty Wealth Management
California
$247M -$30.6M -11% 14% 173
SWM
3752
Shakespeare Wealth Management
Wisconsin
$246M -$31.6M -11% 13% 35.2% 77
NC
3753
Nokomis Capital
Texas
$246M -$26.1M -10% 15.5% 97% 77
BCM
3754
Bond Capital Management
California
$246M -$145M -37% 29.1% 135% 5
FFG
3755
Ford Financial Group
California
$246M -$15.1M -6% 14.2% 47.7% 140
PC
3756
PhiloSmith Capital
Connecticut
$246M -$27.7M -10% 8.66% 96.6% 30
SIG
3757
Spinnaker Investment Group
California
$245M -$61.9M -20% 11% 39.3% 94
BCCM
3758
Bridge Creek Capital Management
Massachusetts
$245M -$54.5M -18% 13% 52.7% 106
BGC
3759
Birch Grove Capital
New York
$245M +$2.28M +0.9% 2.78% 2.44% 48
AWAM
3760
Appian Way Asset Management
New York
$245M +$25.3M +11% 9.72% 30.4% 51
SFA
3761
Semmax Financial Advisors
North Carolina
$245M -$8.78M -3% 10% 316
WAS
3762
Winch Advisory Services
Wisconsin
$245M -$42.6M -15% 12.7% 82.1% 513
HIP
3763
Harrell Investment Partners
Texas
$245M -$37.7M -13% 14.6% 94% 102
KC
3764
Kize Capital
New York
$245M -$37.5M -13% 13.9% 57.4% 7
XT
3765
XTX Topco
Cayman Islands
$245M +$16.7M +7% 18.3% 47.5% 1,200
PCM
3766
Prentice Capital Management
Connecticut
$245M -$177M -42% 35% 166% 34
TGI
3767
TRV GP III
Massachusetts
$244M -$124M -34% 16.3% 169% 7
W
3768
WealthOne
New York
$244M -$39.5M -14% 14.3% 23.4% 142
BCFS
3769
Butensky & Cohen Financial Security
Florida
$244M -$40.3M -14% 11.8% 45.9% 103
OWA
3770
Outlook Wealth Advisors
Texas
$244M -$54.6M -18% 12% 51.2% 209
OL
3771
Optas LLC
Texas
$244M -$61.4M -20% 17.2% 88% 158
ACM
3772
Avalon Capital Management
California
$244M -$16.3M -6% 13.5% 94.3% 74
APGDR
3773
Absoluto Partners Gestao de Recursos
Brazil
$244M -$157M -39% 38.5% 272% 26
CCM
3774
Cota Capital Management
California
$244M -$230M -49% 36.9% 46% 17
GDS
3775
Gimbel Daniel Scott
$244M -$39.9M -14% 14% 61.2% 3