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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MPW
4251
Monterey Private Wealth
California
$294M +$26M +10% 6.99% 29.8% 130
APA
4252
Astoria Portfolio Advisors
New York
$293M +$13.5M +5% 6.14% 51.6% 221
BA
4253
Bard Associates
Illinois
$293M +$32.1M +12% 14.1% 145% 182
ITIM
4254
Indiana Trust & Investment Management
Indiana
$293M +$20.7M +8% 5.89% 78.2% 500
BDA
4255
Borer Denton & Associates
Pennsylvania
$293M +$17.7M +6% 6.88% 52.1% 61
PWM
4256
Provident Wealth Management
Tennessee
$293M +$19.7M +7% 6.51% 43.5% 130
CWM
4257
Chesapeake Wealth Management
Virginia
$293M +$17.3M +6% 6.56% 59% 161
OMC
4258
Oasis Management Company
Cayman Islands
$293M -$20.5M -7% 16.7% 289% 90
AIA
4259
AIMZ Investment Advisors
California
$293M +$13.9M +5% 6.88% 66.7% 126
WPC
4260
White Pine Capital
Minnesota
$293M +$28.8M +11% 9.23% 72.3% 222
IHWM
4261
Iron Horse Wealth Management
Iowa
$293M +$30.7M +12% 6.67% 29.1% 516
VIM
4262
VELA Investment Management
Ohio
$293M +$10M +4% 5.52% 52.1% 155
MC
4263
Magnitude Capital
New York
$292M +$40.6M +16% 16.2% 1
CWA
4264
CJM Wealth Advisers
Virginia
$292M +$20M +7% 5.85% 57.8% 69
WCM
4265
Westend Capital Management
California
$292M +$7.16M +3% 7.32% 258
HCM
4266
Hillman Capital Management
Maryland
$292M +$8.35M +3% 4.22% 30.3% 56
PCI
4267
Pacifica Capital Investments
Texas
$291M +$13M +5% 11.8% 108% 18
OAJ
4268
Ogorek Anthony Joseph
New York
$291M +$3.55M +1% 5.04% 48.5% 296
RWM
4269
Ruedi Wealth Management
Illinois
$291M +$37.4M +15% 5.77% 497
RWM
4270
Rench Wealth Management
Texas
$291M +$12.5M +4% 3.54% 80.9% 45
MCM
4271
Millstreet Capital Management
Massachusetts
$291M +$39.5M +16% 15.7% 3
FG
4272
Formula Growth
Quebec, Canada
$291M +$16M +6% 13% 81.3% 130
MDCM
4273
Morgan Dempsey Capital Management
Wisconsin
$291M -$8.49M -3% 11.4% 23% 104
OWM
4274
Olympus Wealth Management
Utah
$291M -$28.9M -9% 6.63% 43.1% 19
TI
4275
TTP Investments
California
$291M +$24.6M +9% 7.49% 124% 35