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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HIM
4476
Harbour Investment Management
Washington
$200M +$11.9M +6% 6.56% 63.6% 86
TPM
4477
Totem Point Management
New York
$200M -$26.6M -12% 18.7% 369% 20
CWM
4478
Curi Wealth Management
North Carolina
$199M +$41.6M +26% 5.81% 16.3% 94
AGA
4479
Accuvest Global Advisors
Utah
$199M +$12.3M +7% 10.1% 202% 124
DA
4480
DCF Advisers
Connecticut
$199M +$1.72M +0.9% 6.55% 75.4% 102
LC
4481
LCNB Corp
Ohio
$199M +$15.3M +8% 5.75% 57.6% 161
PCWA
4482
Pacific Capital Wealth Advisors
California
$199M +$19M +11% 3.47% 40.2% 78
LCH
4483
Lee Capital Holdings
New York
$199M -$20.1M -9% 9.25% 35% 102
BE
4484
Bonness Enterprises
District of Columbia
$199M +$11.6M +6% 5.61% 83% 40
RIA
4485
Recurrent Investment Advisors
Texas
$198M +$40.5M +26% 16.5% 68.9% 45
ATC
4486
Adirondack Trust Company
New York
$198M +$10.4M +6% 6.46% 72.2% 413
SAM
4487
Soditic Asset Management
United Kingdom
$198M +$3.81M +2% 5.74% 23.4% 18
VMV
4488
Venrock Management VI
California
$198M +$18.4M +10% 11.4% 2
SA
4489
Sycale Advisors
New York
$198M +$17.5M +10% 0.58% 27.5% 28
EWMCB
4490
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$198M +$12.8M +7% 5.13% 13% 53
IIM
4491
Ironwood Investment Management
Massachusetts
$198M +$8.96M +5% 6.13% 140% 173
LAS
4492
Lloyd Advisory Services
Georgia
$198M +$14M +8% 4.63% 438
WC
4493
Weil Company
California
$198M +$21.3M +12% 9.2% 58.9% 158
BU
4494
Builders Union
United Kingdom
$198M +$52.6M +36% 5.28% 12
TVWM
4495
Tower View Wealth Management
Wisconsin
$197M +$14.8M +8% 9.02% 110% 210
WCM
4496
Wunderlich Capital Managemnt
Tennessee
$197M +$14.6M +8% 6.87% 33.6% 86
FFG
4497
Fortem Financial Group
California
$197M +$24.6M +14% 8.53% 117% 178
MCP
4498
Martin Capital Partners
Oregon
$197M +$8.84M +5% 3.52% 23.1% 70
PIN
4499
Prudent Investors Network
California
$197M +$20M +11% 4.43% 33
BBNB
4500
Baker Boyer National Bank
Washington
$197M 3.29% 35.5% 81