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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWM
4026
Elite Wealth Management
Washington
$120M +$15.5M +15% 3.07% 45.5% 41
QPWM
4027
Quadrant Private Wealth Management
Pennsylvania
$120M +$7.87M +7% 20.3% 164
IWMA
4028
Ironwood Wealth Management (Arizona)
Arizona
$119M -$24M -17% 18.2% 24.3% 54
FWM
4029
FSA Wealth Management
Massachusetts
$119M -$22.5M -16% 17% 501
SSW
4030
Smith Shellnut Wilson
Mississippi
$119M -$30.8M -21% 17.5% 66.3% 148
SHI
4031
SV Health Investors
Massachusetts
$119M -$45.9M -28% 13.1% 90.9% 10
ICM
4032
Invenomic Capital Management
Massachusetts
$119M -$129M -52% 28.4% 0.09% 182
SIC
4033
Shoker Investment Counsel
Ohio
$119M -$31.6M -21% 21.9% 53.5% 101
UCMOK
4034
United Capital Management of KS
Kansas
$119M -$39.2M -25% 13.8% 219% 120
TL
4035
TowerView LLC
New York
$119M -$29.7M -20% 17.8% 10.7% 25
BP
4036
Bandera Partners
New York
$119M -$49.2M -29% 24% 57.6% 19
LC
4037
Landaas & Company
Wisconsin
$119M -$24.6M -17% 19.5% 50.2% 65
RTM
4038
Rizvi Traverse Management
Florida
$118M -$29.8M -20% 23.7% 2
OMC
4039
Oasis Management Company
Cayman Islands
$118M +$36.3M +44% 29.3% 289% 48
LD
4040
Lipe & Dalton
New York
$118M -$32.6M -22% 18.4% 59.7% 108
CMI
4041
Clare Market Investments
Texas
$118M -$20.4M -15% 6.82% 150% 102
PHAM
4042
Palisades Hudson Asset Management
Florida
$118M -$38.3M -25% 22.2% 50.1% 111
FWM
4043
Foresight Wealth Management
Utah
$118M -$25.3M -18% 13.4% 5.82% 116
PWAC
4044
Private Wealth Advisors (California)
California
$118M -$55M -32% 17.1% 37.4% 79
FDS
4045
Freedom Day Solutions
Texas
$118M -$31.6M -21% 12.4% 76.8% 99
WIC
4046
WealthBridge Investment Counsel
Alberta, Canada
$118M -$58.7M -33% 19.8% 62% 39
SDWIA
4047
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$118M -$28.4M -19% 18.2% 66% 87
MWM
4048
Maltin Wealth Management
New Jersey
$118M -$37M -24% 16.2% 39.6% 142
RFA
4049
Radnor Financial Advisors
Pennsylvania
$118M -$28.5M -19% 25.3% 2.54% 19
VP
4050
venBio Partners
California
$117M -$116M -50% 19.2% 221% 6