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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HCM
4326
HMS Capital Management
Tennessee
$212M -$9.59M -4% 0.69% 94.6% 134
SEEDPG
4327
S.E.E.D. Planning Group
New York
$212M +$8.85M +4% 0.18% 52.5% 97
CGI
4328
Calixto Global Investors
Florida
$212M +$41.4M +24% 4.65% 180% 12
SHWM
4329
Smith & Howard Wealth Management
Georgia
$212M +$1.31M +0.6% 1.13% 33.7% 70
PFT
4330
Providence First Trust
Arizona
$212M -$698K -0.3% 1.46% 37.8% 82
AGA
4331
Accuvest Global Advisors
Utah
$212M +$12.6M +6% 0.24% 202% 133
KWA
4332
KCS Wealth Advisory
California
$211M -$985K -0.5% 0.14% 45.3% 154
ECM
4333
EII Capital Management
New York
$211M -$1.29M -0.6% 0.55% 47% 193
SAM
4334
Soditic Asset Management
United Kingdom
$211M +$13.1M +7% 0.32% 23.4% 19
BU
4335
Builders Union
United Kingdom
$211M +$13.6M +7% 3.3% 12
GP
4336
Geneva Partners
Wisconsin
$211M -$7.28M -3% 2.4% 201% 114
DL
4337
DOHJ LLC
Washington
$211M +$21M +11% 0.05% 51.5% 116
NC
4338
Nokomis Capital
Texas
$211M -$43.2M -17% 0.87% 97% 68
KA
4339
Kercheville Advisors
Texas
$211M -$4.88M -2% 0.01% 170% 125
LWA
4340
Lowe Wealth Advisors
Maryland
$211M +$2.02M +1% 0.29% 46.2% 308
MFS
4341
Madrona Financial Services
Washington
$211M +$16M +8% 0.85% 54.3% 68
AWMT
4342
AAFMAA Wealth Management & Trust
North Carolina
$211M -$7.18M -3% 2.4% 62.6% 68
CI
4343
Chartist Inc
California
$211M -$6.09M -3% 0.21% 36
PWM
4344
Paulson Wealth Management
Illinois
$210M +$3.8M +2% 1.26% 47.1% 96
SCM
4345
Stonehill Capital Management
New York
$210M +$4.7M +2% 0.92% 11.5% 21
TIA
4346
Tiemann Investment Advisors
California
$210M -$3.43M -2% 0.29% 66.6% 215
TCWM
4347
Total Clarity Wealth Management
Illinois
$210M +$31.2M +17% 0.75% 48.2% 982
BFWA
4348
Benchmark Financial Wealth Advisors
Florida
$210M +$882K +0.4% 0.75% 60.1% 72
ATC
4349
Adirondack Trust Company
New York
$210M +$12M +6% 0.29% 72.2% 429
KIM
4350
Kestrel Investment Management
California
$210M -$44.5M -17% 0.11% 86.9% 44