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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NCM
4176
Neumann Capital Management
California
$194M -$2.99M -2% 5.98% 70.8% 90
B
4177
BetterWealth
California
$194M -$8.27M -4% 5.15% 45.6% 38
CCM
4178
Cota Capital Management
California
$194M -$49.5M -20% 4.31% 46% 14
UIA
4179
UBP Investment Advisors
Switzerland
$194M -$56.2M -22% 4.24% 11.2% 105
IAMOG
4180
Investors Asset Management of Georgia
Georgia
$194M +$1.33M +0.7% 4.08% 71.6% 681
LK
4181
Lumbard & Kellner
New Hampshire
$194M -$1.85M -0.9% 4.09% 58.3% 89
E
4182
ETFidea
New York
$194M -$6.24M -3% 4.56% 22.7% 109
PFSC
4183
Peoples Financial Services Corp
Pennsylvania
$194M -$17.1M -8% 6.75% 60.6% 286
SVP
4184
Strategic Value Partners
Connecticut
$194M -$9.53M -5% 0.27% 97.2% 6
SHFA
4185
SS&H Financial Advisors
Michigan
$194M -$23M -11% 7.03% 122
SCM
4186
Stonebridge Capital Management
California
$194M -$25.8M -12% 5.24% 71.8% 99
OFG
4187
Omega Financial Group
California
$193M -$14M -7% 6.17% 32% 81
NF
4188
Nikulski Financial
Iowa
$193M -$8.3M -4% 4.63% 71.7% 124
FRA
4189
Front Row Advisors
California
$193M -$10.1M -5% 5.23% 129% 959
LCM
4190
Lonestar Capital Management
California
$193M -$41M -18% 2.78% 45.2% 31
SI
4191
SimpliFi Inc
California
$193M -$9.43M -5% 3.82% 21.1% 31
BZWA
4192
Blue Zone Wealth Advisors
California
$193M -$27.5M -12% 3.67% 77.1% 90
GAMC
4193
Garner Asset Management Corp
Texas
$193M -$41.7M -18% 8.68% 62.2% 178
NCG
4194
Newport Capital Group
New Jersey
$193M +$96.2M +99% 4.13% 63
AIA
4195
Affinity Investment Advisors
California
$193M -$12.3M -6% 3.24% 103% 199
JHCM
4196
Juniper Hill Capital Management
California
$193M -$35.1M -15% 3.55% 23.6% 5
SWM
4197
Scissortail Wealth Management
Oklahoma
$193M -$67.2M -26% 3.63% 62% 149
MGB
4198
Mass General Brigham
Massachusetts
$192M -$21.5M -10% 3.5% 333% 3
EBT
4199
Enterprise Bank & Trust
Massachusetts
$192M -$28.5M -13% 5.17% 65.9% 92
BL
4200
BWCP LP
Texas
$192M +$6.47M +3% 4.33% 232% 22