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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
YMRC
4376
Yorktown Management & Research Company
Virginia
$98.9M -$87.3M -47% 19.2% 167% 341
SP
4377
Successful Portfolios
Florida
$98.9M -$13.5M -12% 12.8% 69.6% 174
RA
4378
Riverstone Advisors
Texas
$98.9M -$35M -26% 17.3% 83.8% 44
NWM
4379
Northwest Wealth Management
Iowa
$98.8M -$10.3M -9% 20.2% 46.3% 113
OWP
4380
Old Well Partners
North Carolina
$98.7M -$25.3M -20% 8.58% 93.1% 35
SWG
4381
Summit Wealth Group
Vermont
$98.7M -$7.28M -7% 11.4% 37.2% 29
BHBT
4382
Burke & Herbert Bank & Trust
Virginia
$98.7M -$31.1M -24% 18.8% 51.4% 136
RI
4383
Ridgewood Investments
New Jersey
$98.6M -$42.5M -30% 20.7% 46.1% 208
JF
4384
JSF Financial
California
$98.6M -$2.56M -3% 19.6% 69.4% 75
HSWM
4385
Hubbell Strickland Wealth Management
Louisiana
$98.5M -$25.3M -20% 20.4% 49.2% 60
CFO
4386
CVA Family Office
Colorado
$98.5M -$10M -9% 19.6% 53.1% 305
ICM
4387
IMS Capital Management
Oregon
$98.4M -$47M -32% 20.3% 87.8% 147
BIP
4388
Blueprint Investment Partners
North Carolina
$98.3M -$27.5M -22% 4.59% 69.9% 29
KWA
4389
KCS Wealth Advisory
California
$98.3M -$35.3M -26% 20.7% 45.3% 159
AIA
4390
Armor Investment Advisors
North Carolina
$98M -$30.8M -24% 18% 47.8% 156
NC
4391
Naman Capital
Brazil
$97.9M -$6.46M -6% 16.9% 92.3% 18
HCM
4392
Hall Capital Management
Rhode Island
$97.9M -$24.9M -20% 14.4% 86
VIM
4393
Vista Investment Management
Pennsylvania
$97.9M -$35.3M -27% 18.5% 37.6% 146
AP
4394
Americana Partners
Texas
$97.8M -$80.8M -45% 29.6% 65.9% 597
MA
4395
MONECO Advisors
Connecticut
$97.7M -$42.6M -30% 16.9% 56.6% 161
EC
4396
Edenbrook Capital
New York
$97.7M -$30M -24% 25.2% 136% 16
GIM
4397
Guardian Investment Management
California
$97.6M -$28.2M -22% 19.7% 64.9% 62
HGWM
4398
Harvest Group Wealth Management
Massachusetts
$97.6M -$16.9M -15% 14.9% 28.1% 1,198
CGI
4399
Calixto Global Investors
Florida
$97.6M -$45.8M -32% 4.09% 180% 15
MI
4400
Merk Investments
California
$97.6M -$56.4M -37% 20.7% 169% 18