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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
4501
Capital Wealth Management
Rhode Island
$100M +$212K +0.2% 2.42% 37.1% 38
HFA
4502
HC Financial Advisors
California
$100M +$4.86M +5% 4.33% 31.2% 45
VBFG
4503
Vishria Bird Financial Group
Tennessee
$100M +$1.3M +1% 2.47% 57.1% 53
MTB
4504
Mizuho Trust & Banking
Japan
$100M +$19.5M +24% 4.63% 36.1% 9
SCP
4505
Stamos Capital Partners
California
$100M +$21.9M +28% 2.52% 29.6% 89
GPA
4506
Garrison Point Advisors
California
$99.7M +$3.76M +4% 3.69% 74% 133
SV
4507
Sturgeon Ventures
United Kingdom
$99.5M +$4.83M +5% 5.76% 85.6% 31
FFG
4508
Fortem Financial Group
California
$99.5M +$3.16M +3% 3.4% 117% 169
AWM
4509
Aevitas Wealth Management
Massachusetts
$99.4M -$12.9M -11% 3.79% 36.4% 397
GCA
4510
Genesee Capital Advisors
New York
$99.2M +$16.1M +19% 5.63% 73.7% 120
LC
4511
Lubar & Co
Wisconsin
$99.2M -$12.4M -11% 1.03% 0.14% 8
QGA
4512
Q Global Advisors
Texas
$98.8M -$80.8M -45% 1.49% 76.5% 32
NPP
4513
New Potomac Partners
Maryland
$98.6M -$271K -0.3% 4.5% 37.2% 138
PD
4514
Planning Directions
Pennsylvania
$98.5M +$14.4M +17% 2.55% 36.4% 58
FI
4515
Financial Insights
Washington
$98.5M +$2.57M +3% 3.57% 68.6% 67
CCM
4516
Cox Capital Management
Massachusetts
$98.5M +$5.91M +6% 5.9% 48.8% 70
SRF
4517
Silver Rock Financial
California
$98.1M -$21.3M -18% 0.92% 17% 27
HMS
4518
Hanseatic Management Services
New Mexico
$98M +$2.03M +2% 11.1% 152% 319
SCM
4519
Solas Capital Management
Connecticut
$97.9M +$7.26M +8% 4.69% 50.3% 27
PLU
4520
Performa Ltd (US)
South Carolina
$97.8M +$3.33M +4% 3.47% 49.1% 11
VIG
4521
Vienna Insurance Group
Poland
$97.6M +$2.25M +2% 2.85% 85.8% 59
VIP
4522
Viewpoint Investment Partners
Alberta, Canada
$97.5M -$13.2M -12% 3.25% 22% 5
RA
4523
Raffles Associates
New York
$97.4M +$5.94M +6% 0.02% 12.6% 55
CPI
4524
Crestview Partners II
New York
$97.1M -$7.83M -7% 7.39% 148% 2
GCM
4525
Gibraltar Capital Management
Oklahoma
$97.1M -$2.53M -3% 1.35% 47.8% 38