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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EE
4151
EWG Elevate
California
$206M -$49.3M -19% 12% 55.3% 107
PCM
4152
Patient Capital Management
Maryland
$205M -$49.1M -19% 21% 118% 47
PWS
4153
Peloton Wealth Strategists
Indiana
$205M -$34.3M -14% 11.8% 43% 87
AIA
4154
Affinity Investment Advisors
California
$205M -$39.1M -16% 12.9% 103% 215
IP
4155
Investment Partners
Ohio
$205M -$31.8M -13% 13.6% 59% 167
WFA
4156
Websterrogers Financial Advisors
South Carolina
$205M +$9.15M +5% 10.4% 34.7% 67
BCM
4157
BHZ Capital Management
California
$205M -$55.5M -21% 7.85% 3.05% 145
MWC
4158
MBM Wealth Consultants
Missouri
$205M -$36.2M -15% 9.69% 47.8% 321
SOCM
4159
SR One Capital Management
Pennsylvania
$204M +$8.99M +5% 6.56% 189% 4
TBWA
4160
Three Bridge Wealth Advisors
California
$204M -$153M -43% 26.7% 178% 91
TAA
4161
TB Alternative Assets
Cayman Islands
$204M -$87M -30% 17.1% 122% 46
HC
4162
Hillman Company
Pennsylvania
$204M -$63.8M -24% 24.9% 154% 17
AC
4163
AWM Capital
Arizona
$204M +$41.5M +26% 12.9% 37.4% 66
THWM
4164
Taylor Hoffman Wealth Management
Virginia
$204M -$45.6M -18% 13.1% 47.8% 143
KRC
4165
Kehrs Ridge Capital
New Jersey
$204M +$106M +109% 1.74% 40
BOCH
4166
Blue Owl Capital Holdings
New York
$204M -$23.6M -10% 26.1% 59.7% 37
SNT
4167
SIG North Trading
Pennsylvania
$204M +$73.4M +56% 1.09% 106
LFA
4168
Landmark Financial Advisors
Kentucky
$203M -$4.77M -2% 11.7% 11.8% 85
PA
4169
PSI Advisors
Florida
$203M -$39.5M -16% 15% 49.7% 887
NCL
4170
Nishkama Capital LLC
Puerto Rico
$203M -$125M -38% 20% 188% 45
GTAM
4171
Global Trust Asset Management
Florida
$203M -$37.4M -16% 12.7% 72.7% 484
WFG
4172
Wills Financial Group
Virginia
$203M -$34.8M -15% 12.2% 43.8% 71
FRA
4173
Front Row Advisors
California
$203M -$44.8M -18% 15.8% 129% 969
SVP
4174
Strategic Value Partners
Connecticut
$203M -$39.8M -16% 4.8% 97.2% 5
JWS
4175
Juncture Wealth Strategies
Arizona
$203M -$7.52M -4% 2.54% 50.3% 122