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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SHWM
3776
Smith & Howard Wealth Management
Georgia
$394M +$28.2M +8% 6.19% 33.7% 83
BCP
3777
Berkeley Capital Partners
Georgia
$394M +$30.8M +8% 6.48% 45.8% 186
BAG
3778
Bridgewealth Advisory Group
California
$394M +$318M +418% 5.16% 124
TVAMP
3779
Tennessee Valley Asset Management Partners
Tennessee
$394M -$219M -36% 7.12% 51.2% 165
ACM
3780
Alight Capital Management
New York
$394M +$204M +108% 30.4% 288% 74
LWAM
3781
Legacy Wealth Asset Management
Minnesota
$393M +$31.6M +9% 10.7% 75.5% 363
MCS
3782
Mithaq Capital SPC
Saudi Arabia
$393M -$11.8M -3% 6.89% 57.7% 4
TWG
3783
The Wealth Group
Minnesota
$393M +$51.4M +15% 10.4% 81
AWMG
3784
Alliance Wealth Management Group
New Jersey
$393M +$21.4M +6% 6.2% 85
TCCM
3785
Timber Creek Capital Management
Massachusetts
$393M +$17.7M +5% 8.45% 78.7% 86
MCM
3786
Marathon Capital Management
Maryland
$393M +$17.2M +5% 5.57% 36.9% 177
PIM
3787
Progressive Investment Management
Oregon
$393M +$35.3M +10% 13.7% 99.5% 56
PTB
3788
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 8.07% 63.2% 80
AIS
3789
American Investment Services
Massachusetts
$392M -$176M -31% 5.98% 48% 160
RS
3790
Retirement Solution
Washington
$392M +$28.4M +8% 10.1% 55.3% 49
DF
3791
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 6.7% 695
FVCM
3792
F&V Capital Management
Florida
$391M +$6M +2% 8.75% 60.2% 62
TC
3793
Tenere Capital
New York
$390M +$27M +7% 17.2% 101% 25
B
3794
BetterWealth
California
$390M +$34.1M +10% 7.06% 45.6% 63
CCM
3795
Carderock Capital Management
Maryland
$390M +$13M +3% 8.77% 78.4% 140
BF
3796
Brooklyn FI
New York
$390M +$65.9M +20% 8.95% 38.2% 77
MIM
3797
Martin Investment Management
Florida
$390M -$6.25M -2% 3.44% 57.2% 53
PEA
3798
Park Edge Advisors
Ohio
$390M +$30.8M +9% 8.01% 151
CGIC
3799
Continental General Insurance Company
Texas
$390M +$101M +35% 10.9% 13
CFO
3800
Collective Family Office
Pennsylvania
$389M +$19.5M +5% 6.02% 35.8% 164