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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TSS
4026
Thomas Story & Son
Indiana
$244M -$24M -9% 0.04% 60.3% 65
CWP
4027
Concord Wealth Partners
Virginia
$244M -$105M -30% 1.84% 47.3% 1,083
SC
4028
Searle & Co
Connecticut
$244M -$354K -0.1% 0.26% 62.1% 153
AFWM
4029
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 2.41% 139% 107
SHCM
4030
Stone House Capital Management
Florida
$244M +$7.3M +3% 5.7% 66.7% 3
VFM
4031
Vivid Financial Management
California
$244M +$472K +0.2% 0.43% – 163
WA
4032
WP Advisors
California
$244M +$4M +2% 1.15% 102% 107
WCM
4033
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 0.84% 145% 60
VC
4034
Voss Capital
Texas
$244M +$3.22M +1% 2.21% 101% 48
IFO
4035
Independent Family Office
New York
$243M -$12.9M -5% 2.13% 66.1% 60
BIA
4036
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 1.17% 43.9% 66
SI
4037
Squadra Investments
Brazil
$243M -$176M -42% 2.75% 94.4% 6
FWM
4038
Fairhaven Wealth Management
Illinois
$243M -$8.22M -3% 1.37% – 122
MCC
4039
Malaga Cove Capital
California
$243M +$8.09M +3% 0.03% 90.3% 187
PFG
4040
Piershale Financial Group
Illinois
$243M -$11.3M -4% 0.7% 82% 38
CF
4041
Copperwynd Financial
Arizona
$243M +$6.86M +3% 3.5% 90% 129
OCM
4042
Ogborne Capital Management
California
$242M -$182M -43% 0.93% 282% 9
QPWM
4043
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 0.01% – 202
WCM
4044
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 0.35% 72.2% 115
DP
4045
Denver PWM
Colorado
$242M +$3.19M +1% 1.19% 37.5% 97
EE
4046
EWG Elevate
California
$242M -$16.1M -6% 0.67% 55.3% 106
PGWM
4047
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 0.07% 101% 609
VVM
4048
Versant Venture Management
California
$242M -$60.3M -20% 14.7% 73.9% 11
IVM
4049
InterWest Venture Management
California
$241M -$75.5M -24% 21.6% 59.6% 11
JPC
4050
Jabodon PT Co
Nevada
$241M +$138M +133% 6.48% 41.4% 35
160 161
162
163 164