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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SI
3876
Shaker Investments
Ohio
$150M +$5.8M +4% 6.84% 135% 92
IGGA
3877
Iron Gate Global Advisors
Utah
$150M +$6.38M +4% 5.51% 130% 73
MS
3878
Maven Securities
Jersey
$150M +$37.5M +33% 7.01% 18.1% 115
BCFS
3879
Butensky & Cohen Financial Security
Florida
$150M +$12.2M +9% 2.65% 45.9% 82
CAGAS
3880
Capital Advisory Group Advisory Services
Minnesota
$150M +$10.4M +7% 2.73% 62.4% 460
DJC
3881
Daily Journal Corp
California
$150M +$2.22M +2% 1.65% 79.3% 4
SWMG
3882
Signature Wealth Management Group
Georgia
$150M +$6.94M +5% 2.66% 80
WCA
3883
Windsor Creek Advisors
Vermont
$150M -$12.6M -8% 0.2% 30.4% 136
SC
3884
Sawyer & Company
Massachusetts
$149M -$3.38M -2% 2.48% 72.7% 179
FFG
3885
Frisch Financial Group
New York
$149M -$14M -9% 2.81% 55.1% 108
PWS
3886
Peloton Wealth Strategists
Indiana
$149M +$4.91M +3% 4.99% 43% 70
PCM
3887
Poehling Capital Management
Wisconsin
$149M +$12M +9% 2.72% 49.3% 108
NCM
3888
Next Capital Management
New York
$149M +$30.9M +26% 3.48% 67.4% 907
BIA
3889
Bigelow Investment Advisors
Maine
$149M +$4.95M +3% 2.95% 50.4% 155
SAM
3890
Selway Asset Management
$149M -$386K -0.3% 2.41% 36.5% 77
GTAM
3891
Global Trust Asset Management
Florida
$149M +$14.2M +10% 4.05% 72.7% 474
BRF
3892
B. Riley Financial
California
$149M -$11.8M -7% 3.68% 28.7% 101
AIA
3893
Allied Investment Advisors
Montana
$149M +$4.87M +3% 2.09% 48.1% 48
SHI
3894
SV Health Investors
Massachusetts
$149M -$21.5M -13% 17.7% 90.9% 9
RBFC
3895
Roman Butler Fullerton & Co
Missouri
$149M +$5.81M +4% 4.73% 114% 184
LRIA
3896
Leonard Rickey Investment Advisors
Washington
$149M +$10.5M +8% 2.4% 39.5% 79
HCA
3897
Horan Capital Advisors
Ohio
$149M -$9.34M -6% 3.35% 26.6% 270
TC
3898
Truvestments Capital
Florida
$149M +$18.4M +14% 2.79% 70.8% 808
LCM
3899
Lonestar Capital Management
California
$149M +$15.5M +12% 3.37% 45.2% 30
OAJ
3900
Ogorek Anthony Joseph
New York
$148M -$2.38M -2% 3.25% 48.5% 169