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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WIM
3901
Wittenberg Investment Management
Massachusetts
$260M +$12M +5% 1.65% 71.4% 77
SWM
3902
Shakespeare Wealth Management
Wisconsin
$260M +$683K +0.3% 0.65% 35.2% 79
SP
3903
StackLine Partners
New York
$260M -$31.3M -11% 9.97% 12.6% 15
MG
3904
MilWealth Group
Wisconsin
$260M +$30.1M +13% 1.21% 29.4% 176
DA
3905
DCM Advisors
New York
$260M +$83.5M +47% 1.73% 109% 321
MWPCG
3906
Measured Wealth Private Client Group
New Hampshire
$260M -$54.4M -17% 0.64% 62.3% 176
BDWCC
3907
B&D White Capital Company
Texas
$260M +$34.9M +16% 1.82% 11.8% 79
FFG
3908
Ford Financial Group
California
$260M -$8.67M -3% 0.54% 47.7% 622
WWM
3909
WT Wealth Management
Arizona
$259M +$12.5M +5% 0.94% 49% 132
LJHT
3910
Laurie J. Hall Trustee
$259M -$6.07M -2% 0.01% 82.5% 339
FRA
3911
Frank Rimerman Advisors
California
$259M +$2.93M +1% 1.04% 116% 113
FCCPG
3912
FountainVest China Capital Partners GP3
Cayman Islands
$259M -$274M -51% 51.4% 171% 1
CFS
3913
Cannon Financial Strategists
Georgia
$258M +$6.42M +3% 1.04% 34.7% 65
WPP
3914
Whalerock Point Partners
Rhode Island
$258M -$2.03M -0.8% 0.54% 96% 159
GPCM
3915
Granite Point Capital Management
Massachusetts
$258M -$78.9M -23% 0.67% 21.5% 187
NC
3916
NinePointTwo Capital
California
$258M -$25.8M -9% 0.43% 1.62% 97
UIA
3917
UBP Investment Advisors
Switzerland
$258M -$12.8M -5% 1.52% 11.2% 110
FEM
3918
Fulcrum Equity Management
Texas
$258M -$10.1M -4% 0.15% 70% 230
WOC
3919
West Oak Capital
California
$258M +$4.08M +2% 0.41% 87.7% 403
MWM
3920
Mascoma Wealth Management
New Hampshire
$258M +$23.9M +10% 0.65% 33.2% 475
RZH
3921
Relyea Zuckerberg Hanson
Connecticut
$257M +$14.1M +6% 2.16% 71.5% 149
AP
3922
AlpInvest Partners
Netherlands
$257M +$53.6M +26% 4.11% 182% 26
NO
3923
Ninety One
South Africa
$257M -$15.9M -6% 2.67% 116% 117
KC
3924
Kellner Capital
New York
$257M -$68.9M -21% 3.81% 390% 43
HA
3925
Herold Advisors
New York
$257M 0.72% 70.1% 710