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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TJHA
3801
Thomas J. Herzfeld Advisors
Florida
$234M -$7M -3% 4.56% 21% 348
SCM
3802
Sio Capital Management
New York
$234M -$19.4M -8% 4.38% 239% 68
WCM
3803
WealthBridge Capital Management
Ohio
$234M +$0 0% 4.86% 68.6% 197
VM
3804
Venator Management
Pennsylvania
$234M -$7.52M -3% 1.13% 155% 31
FHC
3805
Forest Hill Capital
Arkansas
$234M -$7.03M -3% 2.05% 51.1% 46
HP
3806
HT Partners
Connecticut
$234M -$17.1M -7% 6.26% 46.6% 48
HNWAG
3807
High Net Worth Advisory Group
Florida
$234M -$6.98M -3% 5.65% 58% 740
GCCM
3808
Green Court Capital Management
Hong Kong
$234M +$12.6M +6% 12.5% 8.63% 2
CCP
3809
Clifford Capital Partners
Utah
$234M -$16.3M -7% 5.15% 47.2% 47
TLP
3810
Trinity Legacy Partners
Texas
$234M -$23.6M -9% 3.69% 55.4% 100
EA
3811
Ellsworth Advisors
Ohio
$234M -$14.1M -6% 4.94% 64.8% 157
BCM
3812
Beck Capital Management
Texas
$233M +$11.4M +5% 0.6% 187% 149
SWM
3813
Selective Wealth Management
Virginia
$233M -$47.6M -17% 7.27% 850
SRFM
3814
Shannon River Fund Management
New York
$233M -$119M -34% 5.56% 275% 40
WAS
3815
Winch Advisory Services
Wisconsin
$233M -$12.2M -5% 3.16% 82.1% 467
LWMG
3816
Levy Wealth Management Group
Pennsylvania
$232M +$13.7M +6% 3.72% 21.1% 85
BCCM
3817
Bridge Creek Capital Management
Massachusetts
$232M -$13.3M -5% 5.88% 52.7% 102
OWM
3818
Olympus Wealth Management
Utah
$232M +$52.6M +29% 7.86% 43.1% 16
W
3819
WealthOne
New York
$232M -$12.8M -5% 4.29% 23.4% 121
PB
3820
Pinnacle Bancorp
Nebraska
$232M -$11.5M -5% 4.38% 63% 783
CMI
3821
Clare Market Investments
Texas
$232M +$1.72M +0.7% 1.21% 150% 142
RWI
3822
Red Wave Investments
Pennsylvania
$231M -$12M -5% 5.64% 47.8% 95
DIM
3823
Delta Investment Management
California
$231M +$12M +5% 5.04% 52% 179
BCP
3824
Berkeley Capital Partners
Georgia
$231M -$11.3M -5% 6.08% 45.8% 142
CFO
3825
Colony Family Offices
North Carolina
$231M +$10.3M +5% 5.51% 38.1% 81