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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SC
3951
Samjo Capital
New York
$254M +$135M +113% 13.1% 88.7% 49
MG
3952
MilWealth Group
Wisconsin
$254M -$4.62M -2% 3.51% 29.4% 65
DC
3953
DeDora Capital
California
$254M -$4.11M -2% 3.31% 75.5% 101
ALS
3954
Andrew L. Share
$254M +$166M +189% 11.8% 40.9% 10
CP
3955
Capital Planning
Washington
$254M -$2.73M -1% 4.43% 69.9% 73
SCA
3956
St. Clair Advisors
Ohio
$254M -$2.92M -1% 3.98% 58% 82
OAJ
3957
Ogorek Anthony Joseph
New York
$254M -$7.61M -3% 2.68% 48.5% 309
XWM
3958
Xcel Wealth Management
Florida
$253M -$63M -20% 4.71% 92.7% 138
CG
3959
Compass Group
New York
$253M +$14.6M +6% 6.33% 51.8% 16
BWP
3960
Bernardo Wealth Planning
Pennsylvania
$253M +$2.01M +0.8% 3.29% 46.7% 94
CWM
3961
Cedar Wealth Management
California
$253M -$5.82M -2% 3.22% 48.8% 309
CFG
3962
Carr Financial Group
Massachusetts
$253M +$2.21M +0.9% 3.27% 180
OA
3963
Operose Advisors
Wisconsin
$253M +$31.9M +14% 3.42% 49.4% 772
QAM
3964
Q3 Asset Management
Michigan
$252M +$46.2M +22% 2.19% 119% 68
OLVIG
3965
Oliver Lagore Vanvalin Investment Group
Michigan
$252M -$13.1M -5% 2.5% 1,034
CA
3966
Claar Advisors
New York
$252M -$12M -5% 1.8% 81.3% 36
NRCM
3967
Northern Right Capital Management
Connecticut
$252M +$7.45M +3% 0.14% 137% 32
CA
3968
CHI Advisors
New York
$252M -$77.3M -23% 7.95% 78.5% 29
PMA
3969
Prudent Man Advisors
Illinois
$252M -$13.9M -5% 3.29% 53.1% 222
FC
3970
FACT Capital
New York
$252M +$37.3M +17% 6.2% 19
NC
3971
NovaPoint Capital
Georgia
$252M -$16.4M -6% 3.38% 64.6% 143
HIF
3972
Hill Island Financial
Michigan
$252M -$12.3M -5% 4.16% 54.2% 58
2C
3973
272 Capital
Texas
$252M -$20.7M -8% 5.11% 46.5% 93
LF
3974
Lantz Financial
Illinois
$251M -$4.07M -2% 2.72% 54.1% 194
WRM
3975
Weybosset Research & Management
Rhode Island
$251M -$21.9M -8% 6.04% 57.2% 47