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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EIP
4176
Edgbaston Investment Partners
$112M +$11.3M +11% 11.1% 4.67% 2
LFGH
4177
Lee Financial Group Hawaii
Hawaii
$112M +$4.34M +4% 6.68% 12.9% 34
WSL
4178
Western Standard LLC
California
$112M +$14.6M +15% 5.09% 95.1% 61
FBCM
4179
Fort Baker Capital Management
California
$112M -$13.6M -11% 2.35% 31.3% 36
FMB
4180
Field & Main Bank
Kentucky
$112M +$2.16M +2% 8.26% 94.5% 229
JCG
4181
JHL Capital Group
Illinois
$112M -$35.6M -24% 0.86% 12
SSW
4182
Smith Shellnut Wilson
Mississippi
$112M 7.69% 66.3% 118
MCP
4183
Martin Capital Partners
Oregon
$112M +$13.7M +14% 5.79% 23.1% 58
AC
4184
AMS Capital
Brazil
$112M -$19.7M -15% 0.41% 99% 65
PWM
4185
Paulson Wealth Management
Illinois
$111M +$10.2M +10% 4.38% 47.1% 129
MC
4186
Matisse Capital
Oregon
$111M -$15M -12% 2.59% 44.4% 133
CPC
4187
Congress Park Capital
New York
$111M +$7.16M +7% 8.69% 100% 106
AWM
4188
Aries Wealth Management
Maine
$111M +$3.19M +3% 7% 64.1% 142
DIS
4189
Diversified Investment Strategies
Louisiana
$111M +$2.97M +3% 6.51% 86.2% 43
KHLMTHM
4190
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$111M +$7.3M +7% 2.69% 70.7% 46
PHIMC
4191
Private Harbour Investment Management & Counsel
Ohio
$111M +$3.72M +3% 6.8% 75% 81
FM
4192
Fondren Management
Texas
$111M -$19.3M -15% 1.06% 14% 106
BFM
4193
Broadview Financial Management
Wisconsin
$111M +$8.86M +9% 3.17% 42% 38
SMFS
4194
Squar Milner Financial Services
California
$111M -$2.36M -2% 6.22% 913
ECM
4195
Empirical Capital Management
Tennessee
$111M +$8.1M +8% 8.29% 18
DRS
4196
Deane Retirement Strategies
Louisiana
$111M +$5.58M +5% 7.08% 46.9% 67
NEGWA
4197
New England Guild Wealth Advisors
Connecticut
$111M +$1.27M +1% 2.06% 6.04% 56
C
4198
Clearshares
New York
$111M +$5.74M +5% 2.75% 33
HP
4199
Harbourvest Partners
Massachusetts
$111M +$31.4M +40% 0.15% 154% 35
AWM
4200
Aevitas Wealth Management
Massachusetts
$110M +$7.71M +8% 7.25% 36.4% 461