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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FMB
4401
Field & Main Bank
Kentucky
$109M +$2.97M +3% 4.16% 94.5% 211
ACH
4402
Axis Capital Holdings
Bermuda
$109M +$3.9M +4% 3.72% 62.2% 2
LAIC
4403
Lederer & Associates Investment Counsel
California
$109M +$1.49M +1% 4.4% 76.7% 93
YEPX
4404
Yorktown Energy Partners X
New York
$109M +$13.2M +14% 1.23% 25.3% 3
HFA
4405
Hoover Financial Advisors
Pennsylvania
$109M +$4.09M +4% 3.75% 66
SCM
4406
Shoals Capital Management
Virginia
$109M -$3.66M -3% 3.21% 21
NWS
4407
Newport Wealth Strategies
California
$109M +$9.37M +9% 3.45% 51.3% 83
TC
4408
Trust Company
Kansas
$109M -$62.9M -37% 3.48% 30.8% 351
EM
4409
Excalibur Management
Massachusetts
$109M +$2.45M +2% 4.3% 63.7% 64
BAM
4410
Baldrige Asset Management
Pennsylvania
$108M +$6.05M +6% 2.76% 43.5% 79
SRCM
4411
Swift Run Capital Management
Virginia
$108M +$0 0% 1.62% 12.5% 41
SWM
4412
Sanctuary Wealth Management
Idaho
$108M +$11.6M +12% 1.98% 29
BP
4413
Barker Partnership
Cayman Islands
$108M +$27.3M +34% 33.7% 2
CA
4414
Claro Advisors
Massachusetts
$108M +$7.39M +7% 3.89% 76.1% 168
GWCM
4415
Godshalk Welsh Capital Management
Pennsylvania
$108M +$4.11M +4% 4.1% 54.9% 109
GAM
4416
Grandview Asset Management
Pennsylvania
$108M -$455K -0.4% 5.37% 175% 106
RHDIC
4417
R.H. Dinel Investment Counsel
California
$108M +$6.88M +7% 7.96% 52.7% 47
MCM
4418
Mork Capital Management
California
$108M +$394K +0.4% 2.04% 36.6% 109
VCP
4419
Vernier Capital Partners
New York
$108M +$1.49M +1% 2.72% 46.4% 31
MPPLM
4420
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$108M +$4.22M +4% 3.23% 89.5% 97
MFS
4421
Madrona Financial Services
Washington
$108M +$16.5M +18% 3.52% 54.3% 59
PC
4422
PA Capital
Virginia
$108M -$3.61M -3% 5.1% 129
FWM
4423
Fairhaven Wealth Management
Illinois
$108M +$2.45M +2% 1.72% 84
PWA
4424
Providence Wealth Advisors
Illinois
$107M +$1.16M +1% 3.21% 85.3% 85
CIEP
4425
Constellation Investimentos e Participacoes
Brazil
$107M -$11.9M -10% 21.1% 220% 7