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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KTM
4351
Keeler Thomas Management
Utah
$210M +$5.51M +3% 0.56% 43.5% 77
CP
4352
Columbus Point
United Kingdom
$210M -$14.4M -6% 1.4% 20
BGC
4353
Birch Grove Capital
New York
$210M +$5.35M +3% 2.21% 2.44% 56
SIM
4354
Seaview Investment Managers
Florida
$210M +$14.1M +7% 2.82% 124% 128
OFG
4355
Omega Financial Group
California
$210M +$2.79M +1% 1.21% 32% 64
TWM
4356
Triton Wealth Management
Arizona
$210M +$34.8M +20% 2.39% 123
GLI
4357
Guardian Life Insurance
New York
$210M 1.11% 3
PWM
4358
PBMares Wealth Management
Virginia
$210M +$26.2M +14% 1.32% 50.9% 154
JWM
4359
JFG Wealth Management
Colorado
$210M -$17.6M -8% 3.57% 48.4% 46
WTFG
4360
Wells Trecaso Financial Group
Ohio
$210M +$1.73M +0.8% 0.8% 81% 89
MTIM
4361
Marathon Trading Investment Management
Pennsylvania
$210M +$26.4M +14% 1.48% 19.9% 303
CA
4362
Centerpoint Advisors
Massachusetts
$210M -$2.79M -1% 0.04% 62.2% 329
RRWA
4363
Rainey & Randall Wealth Advisors
Florida
$209M +$5.18M +3% 1.06% 33.3% 59
PP
4364
Professional Planning
California
$209M -$8.38M -4% 1.71% 99.9% 135
AIP
4365
Ahrens Investment Partners
Louisiana
$209M -$7.2M -3% 0.84% 82.6% 248
SC
4366
Stolper & Co
Oklahoma
$209M -$2.86M -1% 1.74% 53.5% 92
SCM
4367
Sitrin Capital Management
California
$209M -$13.1M -6% 0.07% 105% 37
PCM
4368
Pathway Capital Management
California
$209M -$43M -17% 1.02% 679% 34
IF
4369
IRON Financial
Illinois
$208M -$5.23M -2% 0.76% 39.7% 129
BDF
4370
Black Diamond Financial
Maryland
$208M -$47.7M -19% 0.71% 51.8% 87
APSP
4371
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M +$138K +0.1% 0.68% 62.1% 75
DSA
4372
Droms Strauss Advisors
Missouri
$208M -$3.75M -2% 0.37% 59.6% 52
ODFS
4373
O'Donnell Financial Services
California
$208M 0.33% 48.9% 49
WBC
4374
West Branch Capital
Massachusetts
$208M +$4.39M +2% 0.78% 126% 460
WCM
4375
Wunderlich Capital Managemnt
Tennessee
$208M +$10.1M +5% 1.29% 33.6% 96