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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MFS
4401
Monetta Financial Services
Illinois
$97.6M -$36.5M -27% 16.3% 196% 50
CI
4402
Cordant Inc
Oregon
$97.5M -$20.2M -17% 13% 25.6% 225
TAM
4403
Townsend Asset Management
North Carolina
$97.5M -$26.5M -21% 19.1% 72.7% 207
LOPW
4404
Live Oak Private Wealth
North Carolina
$97.5M -$5.33M -5% 21.6% 49.3% 85
RWRC
4405
R.W. Roge & Company
New York
$97.5M -$2.74M -3% 14.2% 54.1% 49
KFI
4406
Key Financial Inc
Pennsylvania
$97.5M -$9.12M -9% 20.1% 47.7% 737
AWM
4407
Apollon Wealth Management
South Carolina
$97.4M -$15.8M -14% 12.9% 71.3% 89
CCM
4408
Campbell Capital Management
Florida
$97.4M -$65.6M -40% 15.3% 62
QAM
4409
Q3 Asset Management
Michigan
$97.4M +$53M +119% 3.56% 119% 44
PLU
4410
Performa Ltd (US)
South Carolina
$97.4M -$3.96M -4% 19.2% 49.1% 13
AFC
4411
Adaptive Financial Consulting
Ohio
$97.3M -$6.88M -7% 10.1% 27.2% 22
HFG
4412
Heron Financial Group
New York
$97.3M -$23.5M -19% 19.7% 47.5% 134
CFG
4413
Capstone Financial Group
Oklahoma
$97.3M -$6.58M -6% 11.5% 158
CAM
4414
Concorde Asset Management
Michigan
$97.2M -$47.2M -33% 12% 31.8% 170
WG
4415
Watchman Group
Texas
$97.1M -$37.3M -28% 20.9% 52% 87
SAMC
4416
Spectrum Asset Management (Connecticut)
Connecticut
$97M -$103K -0.1% 13.5% 3.77% 8
KJWM
4417
Kiley Juergens Wealth Management
Washington
$97M -$16.9M -15% 15.8% 99.6% 46
UBG
4418
United Bank (Georgia)
Georgia
$96.8M -$50.9M -34% 20.2% 65.7% 75
SCM
4419
SkyTop Capital Management
New Jersey
$96.8M -$31.8M -25% 17.8% 50.3% 23
II
4420
Ibex Investors
Colorado
$96.8M -$66.7M -41% 24% 39% 63
WA
4421
Wambolt & Associates
Colorado
$96.7M -$34.5M -26% 22.6% 62.2% 179
MCM
4422
Maxim Capital Management
California
$96.5M -$334K -0.3% 13.9% 39
SMP
4423
Santa Monica Partners
Florida
$96.4M -$23.5M -20% 14.6% 106% 25
HFP
4424
Holistic Financial Partners
Indiana
$96.4M -$70.8M -42% 16% 79.7% 143
FCMT
4425
Founders Capital Management (Texas)
Texas
$96.4M -$35.7M -27% 18.5% 62% 328