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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SCM
4351
Shoals Capital Management
Virginia
$112M -$75.6M -40% 18.7% 24
KHLMTHM
4352
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$112M +$12.3M +12% 15.8% 70.7% 63
WCM
4353
Wisconsin Capital Management
Wisconsin
$112M +$17.8M +19% 22.1% 145% 52
AWM
4354
Aevitas Wealth Management
Massachusetts
$112M +$14.5M +15% 12.8% 36.4% 418
SWMG
4355
Sanchez Wealth Management Group
Florida
$112M +$21.4M +24% 13.5% 47% 25
RCM
4356
Rings Capital Management
Illinois
$112M +$14.1M +14% 24.5% 109% 5
HAC
4357
Harbor Advisory Corp
New Hampshire
$112M +$10.8M +11% 11.2% 41% 41
BDF
4358
Black Diamond Financial
Maryland
$112M -$15.2M -12% 12.3% 51.8% 66
A
4359
Abingworth
United Kingdom
$112M +$1.68M +2% 12.8% 207% 19
WBC
4360
West Branch Capital
Massachusetts
$112M +$16.8M +18% 12.8% 126% 86
LC
4361
Lubar & Co
Wisconsin
$112M +$4.34M +4% 9.76% 0.14% 13
CFS
4362
Cannon Financial Strategists
Georgia
$112M 10.7% 34.7% 43
FWM
4363
Foresight Wealth Management
Utah
$112M +$20.6M +23% 11.4% 5.82% 105
MSWM
4364
Mader & Shannon Wealth Management
Missouri
$112M -$11.2M -9% 5.52% 34.7% 15
CIA
4365
Cascade Investment Advisors
Oregon
$112M +$12.6M +13% 12.8% 60.3% 234
AAM
4366
Ascension Asset Management
New York
$112M +$13M +13% 14% 74
BFA
4367
Brendel Financial Advisors
New Hampshire
$112M +$24.5M +28% 13% 91.3% 90
MG
4368
MilWealth Group
Wisconsin
$111M +$8.21M +8% 9.83% 29.4% 77
PC
4369
PA Capital
Virginia
$111M +$17.8M +19% 20.3% 137
WSL
4370
Western Standard LLC
California
$111M +$3.99M +4% 8.9% 95.1% 47
PI
4371
Pachira Investments
California
$111M +$33.7M +44% 13.1% 73.1% 13
PSC
4372
Piper Sandler & Co
Minnesota
$111M +$21.8M +24% 2.18% 0.42% 23
PAM
4373
PVG Asset Management
Colorado
$111M +$9.53M +9% 4.51% 85
SPCM
4374
Sound Point Capital Management
New York
$111M -$27.8M -20% 0.72% 6.19% 26
TA
4375
Trellis Advisors
Washington
$111M +$12.6M +13% 12.2% 23.3% 46