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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CCA
4501
Cadent Capital Advisors
Oklahoma
$167M -$3.38M -2% 1.7% 49.6% 118
HCM
4502
HM Capital Management
Missouri
$167M -$12.4M -7% 4.19% 29.6% 59
MPW
4503
Monterey Private Wealth
California
$167M -$8.09M -5% 5.5% 29.8% 107
VFM
4504
Valley Financial Management
New York
$167M 5.02% 37
MGM
4505
Miura Global Management
New York
$167M +$21M +14% 16.5% 396% 20
YAL
4506
Your Advocates Ltd
Texas
$167M -$2.12M -1% 6.47% 31.3% 232
SAM
4507
Security Asset Management
New York
$167M -$15.5M -9% 5.61% 67.4% 77
WC
4508
Wealth CMT
New Jersey
$167M -$5.06M -3% 6.12% 25% 28
DA
4509
Detalus Advisors
Missouri
$167M -$3.26M -2% 6.2% 49.8% 134
APWA
4510
Atlas Private Wealth Advisors
New Jersey
$167M -$224K -0.1% 5.71% 41.1% 135
GRIM
4511
Greenhaven Road Investment Management
Connecticut
$166M -$28.3M -15% 14.3% 116% 53
FS
4512
Ferguson Shapiro
Georgia
$166M +$6.54M +4% 5.41% 26.1% 51
VF
4513
Visa Foundation
California
$166M -$16.3M -9% 5.26% 45.2% 1
CFG
4514
Cambridge Financial Group
Ohio
$166M 2.28% 31
PAMI
4515
Perseverance Asset Management International
Cayman Islands
$166M -$76.1M -31% 2.2% 64.2% 17
CWA
4516
Clarity Wealth Advisors
California
$166M -$8.86M -5% 4.46% 78.7% 72
TW
4517
Towerpoint Wealth
California
$166M -$1.51M -0.9% 4.99% 47.1% 88
UC
4518
Unio Capital
New Jersey
$166M -$8.33M -5% 2.86% 107% 51
MS
4519
Madden Securities
Texas
$166M -$16.7M -9% 5.89% 93.8% 102
GA
4520
Greytown Advisors
Florida
$165M -$10.9M -6% 6.75% 13.9% 104
BWM
4521
BNC Wealth Management
Oregon
$165M -$25.9M -14% 3.07% 155% 120
NEGWA
4522
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 7.06% 6.04% 71
IM
4523
Islet Management
New York
$165M -$182M -52% 3.06% 32.4% 111
PWM
4524
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 5.55% 43.5% 99
JA
4525
JVL Associates
Michigan
$165M +$21.5M +15% 4.21% 61.5% 45