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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PCM
4276
Pennsylvania Capital Management
Pennsylvania
$252M +$11.3M +5% 12.1% 74.5% 96
MWP
4277
Madison Wealth Partners
Wisconsin
$252M +$54.5M +28% 10.6% 56.7% 119
DAM
4278
Deepwater Asset Management
Minnesota
$252M +$34.2M +16% 20.5% 34
NCM
4279
Neumann Capital Management
California
$252M +$22.7M +10% 10.1% 70.8% 94
T
4280
TNF
Montana
$252M +$36.6M +17% 9.4% 21.3% 116
NC
4281
NinePointTwo Capital
California
$252M +$6.62M +3% 8.69% 1.62% 299
CSWG
4282
Cardinal Strategic Wealth Guidance
Kentucky
$252M +$35.9M +17% 10.2% 52.8% 88
GC
4283
Guidance Capital
Kentucky
$252M +$28.4M +13% 8.9% 176
SL
4284
SOF Ltd
Cayman Islands
$252M +$47.4M +23% 23.2% 116% 1
CF
4285
Copperwynd Financial
Arizona
$251M +$38.5M +18% 15.1% 90% 144
OAM
4286
Oak Asset Management
California
$251M +$18.5M +8% 11% 63.9% 103
TCM
4287
Tradewinds Capital Management
Washington
$251M -$40.7M -14% 7.23% 43.4% 538
PPC
4288
Park Place Capital
Alabama
$251M -$90.6M -27% 11.1% 1,060
HP
4289
HT Partners
Connecticut
$251M -$83.8M -25% 10.2% 46.6% 51
MPPLM
4290
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$251M +$28.5M +13% 12.7% 89.5% 141
NFGCM
4291
Norman Fields Gottscho Capital Management
New York
$251M +$20.4M +9% 10.9% 85% 64
BPCM
4292
Beach Point Capital Management
California
$251M +$81.6M +48% 41.3% 51% 16
HBWM
4293
Hollow Brook Wealth Management
New York
$251M +$11.1M +5% 7.54% 83.4% 90
NME
4294
Notis-McConarty Edward
$251M +$5.09M +2% 9.43% 73% 93
OWM
4295
OneAscent Wealth Management
Alabama
$251M +$23M +10% 8.49% 35% 200
SC
4296
Sykon Capital
New York
$251M +$17.1M +7% 8.81% 92
BZWA
4297
Blue Zone Wealth Advisors
California
$251M +$22.6M +10% 13.6% 77.1% 85
FUBT
4298
First United Bank & Trust
Maryland
$250M +$35.4M +16% 9.84% 60.4% 442
MCM
4299
Maytus Capital Management
New York
$250M +$70.7M +39% 24.3% 317% 70
SGA
4300
Siguler Guff Advisers
New York
$250M +$54.6M +28% 34.5% 29.9% 6