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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RHI
4326
Richmond Hill Investments
New York
$140M -$5.34M -4% 7.04% 30.5% 8
BC
4327
Barnett & Company
Tennessee
$140M +$17.1M +14% 7.16% 49.5% 316
TA
4328
Trellis Advisors
Washington
$140M +$12.8M +10% 8.59% 23.3% 71
TWM
4329
Titus Wealth Management
California
$140M +$13.1M +10% 7.54% 26.6% 124
PWM
4330
PRW Wealth Management
Massachusetts
$140M +$14.2M +11% 11.4% 42.3% 85
HFA
4331
HC Financial Advisors
California
$140M +$11.5M +9% 8.82% 31.2% 421
SFG
4332
Sowa Financial Group
Rhode Island
$140M +$7.31M +6% 6.55% 52.5% 358
CWA
4333
Clarity Wealth Advisors
California
$139M +$12.7M +10% 11.4% 78.7% 64
AC
4334
Aperimus Capital
California
$139M -$69.1M -33% 6.21% 44.2% 3
KFS
4335
Kelly Financial Services
Massachusetts
$139M +$10.3M +8% 6.65% 48.6% 625
SGMP
4336
Spark Growth Management Partners
Massachusetts
$139M -$21.9M -14% 13.6% 1
SFPG
4337
Stonebridge Financial Planning Group
Florida
$139M +$21.6M +18% 10.7% 56% 423
GCA
4338
GSI Capital Advisors
California
$139M +$15.6M +13% 1.85% 14.6% 32
SWMG
4339
Signature Wealth Management Group
Georgia
$139M +$8.17M +6% 5.04% 74
ICM
4340
IMS Capital Management
Oregon
$139M +$9.81M +8% 17.4% 87.8% 128
SAM
4341
Sequent Asset Management
Texas
$139M +$6.71M +5% 3.54% 49% 64
XSC
4342
X-Square Capital
Puerto Rico
$139M -$2.05M -1% 7.32% 118% 110
ICM
4343
Invenomic Capital Management
Massachusetts
$139M +$4.14M +3% 3.47% 0.09% 181
TI
4344
Truehand Inc
New Hampshire
$139M +$8.94M +7% 9.32% 86.9% 216
FSA
4345
Financial Services Advisory
Maryland
$139M -$58.5M -30% 7.42% 65.8% 28
GSC
4346
G&S Capital
Colorado
$138M +$26.6M +24% 8.27% 50.8% 96
CFO
4347
CVA Family Office
Colorado
$138M +$16.8M +14% 7.41% 53.1% 368
CAM
4348
CenterStar Asset Management
Illinois
$138M +$31.7M +30% 0.64% 10.7% 425
BBWA
4349
Bell & Brown Wealth Advisors
California
$138M +$10.4M +8% 14.1% 71
CHA
4350
Carmichael Hill & Associates
Maryland
$138M +$12.3M +10% 7.85% 37.5% 688