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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KCM
3901
Kendall Capital Management
Maryland
$340M -$1.41M -0.4% 1.5% 77.3% 227
BCM
3902
Beck Capital Management
Texas
$340M -$36.5M -10% 3.96% 187% 125
ZI
3903
ZEGA Investments
Florida
$340M +$2.55M +0.8% 2.29% – 148
SRHG
3904
Stone Ridge Holdings Group
New York
$340M +$248M +268% 1.68% – 40
GL
3905
Globe Life
Texas
$340M -$18.1M -5% 3.97% 59.3% 2
ASW
3906
Astoria Strategic Wealth
Texas
$340M +$4.1M +1% 0.97% 30.5% 33
MF
3907
Montis Financial
Massachusetts
$340M +$16.3M +5% 0.66% 52.1% 149
CPI
3908
Crestview Partners III
New York
$340M -$20.7M -6% 5.2% 40.4% 3
MIC
3909
Meridian Investment Counsel
California
$340M +$4.65M +1% 0.31% 72.3% 219
HCM
3910
Horiko Capital Management
New York
$340M -$6.64M -2% 3.11% 136% 22
MPW
3911
Monterey Private Wealth
California
$339M +$36.2M +12% 1.06% 29.8% 150
FWM
3912
Fonville Wealth Management
Virginia
$339M +$36.6M +12% 0.64% – 124
CLC
3913
Charles-Lim Capital
Hong Kong
$339M -$59.9M -15% 9.54% 10.4% 8
NG
3914
NatWest Group
United Kingdom
$339M +$1.32M +0.4% 1.32% 174% 37
HBWM
3915
Hollow Brook Wealth Management
New York
$339M +$13.5M +4% 4.42% 83.4% 89
MWC
3916
MBM Wealth Consultants
Missouri
$338M +$2.53M +0.8% 1.57% 47.8% 108
UFA
3917
US Financial Advisors
Massachusetts
$338M +$13.2M +4% 1.23% 12.6% 97
WWG
3918
West Wealth Group
California
$338M +$3.16M +0.9% 2.73% 57.7% 105
HFBOT
3919
Home Federal Bank of Tennessee
Tennessee
$338M +$120K +0% 0.79% 53.2% 82
NAMM
3920
NorthStar Asset Management (Massachusetts)
Massachusetts
$338M -$42.8M -11% 3.96% 78.7% 62
AFA
3921
AllGen Financial Advisors
Florida
$338M +$40M +13% 1.09% 25.5% 44
HIP
3922
Harrell Investment Partners
Texas
$337M -$20.7M -6% 3.74% 94% 101
MLFP
3923
MPS Loria Financial Planners
Illinois
$337M -$639K -0.2% 3.53% 55.4% 83
AA
3924
Ancient Art
Texas
$337M -$133M -28% 3.56% 111% 15
MC
3925
Machina Capital
France
$337M +$99.6M +42% 1.46% 29.3% 397
155 156
157
158 159