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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PC
4151
Phoenician Capital
New York
$129M +$6.89M +6% 0.33% 40.8% 17
SIM
4152
Sterling Investment Management
Arizona
$129M +$167K +0.1% 3.1% 39.6% 61
SF
4153
Susquehanna Foundation
Pennsylvania
$129M +$3.83M +3% 3.38% 36.7% 4
PAM
4154
Pegasus Asset Management
New York
$129M +$7.82M +6% 2.77% 93.3% 69
SFWC
4155
Strategic Family Wealth Counselors
New Jersey
$129M +$5.45M +4% 2.13% 72.6% 69
WIM
4156
Wilen Investment Management
Florida
$129M -$2.58M -2% 2.16% 80.2% 63
SWM
4157
Strategic Wealth Management
Washington
$129M +$20M +18% 1.5% 52.7% 31
ATIA
4158
American Trust Investment Advisors
New Hampshire
$129M -$1.16M -0.9% 3.88% 95.4% 88
SCM
4159
Stormborn Capital Management
Connecticut
$129M -$10.5M -8% 0.35% 263% 34
SIG
4160
Schaller Investment Group
North Carolina
$129M -$6.35M -5% 2.22% 21.9% 38
POIA
4161
Pin Oak Investment Advisors
Texas
$128M +$3.5M +3% 2.86% 43.5% 491
OFG
4162
OTA Financial Group
New York
$128M +$11.8M +10% 17.8% 311% 68
JPC
4163
Jabodon PT Co
Nevada
$128M +$9.45M +8% 2.89% 41.4% 29
FLI
4164
Family Legacy Inc
South Carolina
$128M +$4.86M +4% 3.34% 61% 109
IBOK
4165
Independence Bank of Kentucky
Kentucky
$128M +$5.79M +5% 2.79% 61.8% 352
IIM
4166
Ironwood Investment Management
Massachusetts
$128M +$4.84M +4% 6.11% 140% 157
RA
4167
Riverstone Advisors
Texas
$128M +$9.07M +8% 5.47% 83.8% 43
UBG
4168
United Bank (Georgia)
Georgia
$128M +$2.27M +2% 3.38% 65.7% 80
RI
4169
Ridgewood Investments
New Jersey
$128M +$6.3M +5% 2.83% 46.1% 201
BWP
4170
Bernardo Wealth Planning
Pennsylvania
$128M +$1.47M +1% 3.74% 46.7% 157
WMRU
4171
William Marsh Rice University
Texas
$128M +$29.4M +30% 12% 13.7% 8
OCM
4172
Ogborne Capital Management
California
$128M +$24.5M +24% 8.83% 282% 14
FF
4173
Fluent Financial
Texas
$128M +$11.1M +10% 2.04% 36.1% 56
SFS
4174
Searcy Financial Services
Kansas
$127M +$5.39M +4% 4.07% 48.4% 15
ICM
4175
III Capital Management
Florida
$127M 0.16% 7.97% 38