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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WCM
3851
WealthBridge Capital Management
Ohio
$360M +$11.8M +3% 1.95% 68.6% 214
DA
3852
Doliver Advisors
Texas
$360M -$4.61M -1% 0.15% 67% 166
OIS
3853
Okabena Investment Services
Minnesota
$360M +$5.3M +1% 1.54% 58.7% 124
TL
3854
Tradewinds LLC
North Carolina
$360M +$35M +11% 3.58% 229
SB
3855
Sunflower Bank
Texas
$360M -$5.05M -1% 1.17% 23% 135
BWAM
3856
Boyd Watterson Asset Management
Ohio
$360M -$5.33M -1% 2.4% 79.2% 443
I
3857
InvesTrust
Oklahoma
$360M 1.51% 94
AA
3858
Addison Advisors
Vermont
$359M -$466K -0.1% 1.26% 45.7% 879
BCP
3859
Berkeley Capital Partners
Georgia
$359M +$9.1M +3% 0.94% 45.8% 180
AI
3860
AXS Investments
New York
$359M -$17.2M -5% 2.44% 88% 252
LOM
3861
LTS One Management
New York
$359M +$13.2M +4% 2.79% 21.9% 24
CCA
3862
Childress Capital Advisors
Texas
$358M -$12M -3% 3.11% 73.3% 239
GL
3863
Globe Life
Texas
$358M +$976K +0.3% 1.12% 59.3% 2
MB
3864
Mizuho Bank
Japan
$358M -$149M -29% 0.58% 81.9% 119
HNWAG
3865
High Net Worth Advisory Group
Florida
$358M -$588K -0.2% 0.22% 58% 232
VARA
3866
Value Aligned Research Advisors
New Jersey
$358M -$27M -7% 32.7% 35
BOSSRA
3867
B.O.S.S. Retirement Advisors
Utah
$358M -$139M -28% 1.43% 302
HIP
3868
Harrell Investment Partners
Texas
$358M +$4.47M +1% 3.25% 94% 100
MWP
3869
Madison Wealth Partners
Wisconsin
$358M +$20.2M +6% 1.7% 56.7% 157
AWM
3870
Activest Wealth Management
Florida
$358M +$34M +10% 6.08% 65.9% 1,205
MJP
3871
Michael J. Puzo
$358M -$24.8M -6% 0.74% 65.3% 78
AR
3872
Apeiron RIA
Texas
$357M +$8.59M +2% 0.64% 48.2% 223
PPC
3873
Park Place Capital
Alabama
$357M +$9.15M +3% 0.49% 895
AGWCA
3874
Annis Gardner Whiting Capital Advisors
Florida
$357M +$2.13M +0.6% 0.84% 816
GREM
3875
Grey Rock Energy Management
Texas
$357M 8.75% 1