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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PC
3801
PhiloSmith Capital
Connecticut
$153M +$16.6M +12% 6.56% 96.6% 39
WPP
3802
Whalerock Point Partners
Rhode Island
$153M +$45.4M +42% 12.2% 96% 129
RWM
3803
Rench Wealth Management
Texas
$153M +$16.3M +12% 12.4% 80.9% 53
FSA
3804
Fort Sheridan Advisors
Illinois
$153M +$11.7M +8% 7.93% 80.3% 106
SC
3805
Sawyer & Company
Massachusetts
$153M +$16.6M +12% 11.6% 72.7% 185
WCM
3806
Whitener Capital Management
North Carolina
$153M +$17.3M +13% 13.2% 82.4% 529
ECM
3807
Engine Capital Management
New York
$153M -$17.5M -10% 20.3% 71.7% 55
NPT
3808
Nixon Peabody Trust
Massachusetts
$153M +$25.7M +20% 12.4% 82.1% 74
BWM
3809
BigSur Wealth Management
Florida
$152M +$11.7M +8% 11.5% 75.9% 107
LFA
3810
Landmark Financial Advisors
Kentucky
$152M -$518K -0.3% 9.65% 11.8% 56
AC
3811
Avestar Capital
New York
$152M +$5.89M +4% 13.7% 72.2% 1,052
TLP
3812
Trinity Legacy Partners
Texas
$152M +$48.9M +47% 11.6% 55.4% 65
MWA
3813
MFA Wealth Advisors
Pennsylvania
$152M +$52.3M +52% 10.7% 47.8% 60
NIM
3814
Nicollet Investment Management
Minnesota
$152M +$25.4M +20% 15.7% 97.6% 69
HCM
3815
HGI Capital Management
New York
$152M +$77.1M +103% 14% 26.8% 66
VFPI
3816
Vantage Financial Partners (Illinois)
Illinois
$152M +$14.9M +11% 12.2% 13.3% 87
PCM
3817
Perkins Capital Management
Minnesota
$152M +$22.9M +18% 34.8% 175% 141
SAM
3818
Security Asset Management
New York
$152M +$20.2M +15% 16.6% 67.4% 86
BCA
3819
Bay Colony Advisors
Massachusetts
$152M +$34.2M +29% 11.1% 70.1% 254
CWP
3820
Capital Wealth Planning
Florida
$152M +$858K +0.6% 14.7% 61.2% 131
ECA
3821
Elevated Capital Advisors
Utah
$152M 9.24% 35.2% 133
KCM
3822
Kempner Capital Management
Texas
$151M +$6.02M +4% 11.1% 36.1% 50
MC
3823
Minot Capital
Colorado
$151M +$14.5M +11% 10.7% 19.6% 8
SRC
3824
Sage Rhino Capital
California
$151M 13.9% 65.7% 127
RPG
3825
Resource Planning Group
Georgia
$151M +$17.3M +13% 6.1% 1.9% 50