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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ECM
4501
Endurant Capital Management
California
$195M -$51.6M -21% 2.69% 16.8% 71
BFWA
4502
Benchmark Financial Wealth Advisors
Florida
$195M +$10.8M +6% 6.15% 60.1% 73
MWM
4503
MTC Wealth Management
Florida
$195M +$6.46M +3% 3.5% 22.2% 13
MRCM
4504
Mill Road Capital Management
Connecticut
$194M +$13.6M +8% 3.59% 13.9% 28
PWS
4505
Peterson Wealth Services
Utah
$194M +$19.7M +11% 10.7% 128% 95
MCA
4506
Magnolia Capital Advisors
Mississippi
$194M +$43.8M +29% 5.78% 65.3% 153
RM
4507
Radcliff Management
New York
$194M +$23.9M +14% 14.6% 382% 2
FWM
4508
Forza Wealth Management
Florida
$194M +$43.5M +29% 3.09% 179
BWA
4509
Bordeaux Wealth Advisors
California
$194M +$11.8M +6% 15.3% 141% 103
FA
4510
Forefront Analytics
Pennsylvania
$194M +$6.3M +3% 3.91% 24.9% 81
GFPC
4511
Global Financial Private Client
Florida
$194M +$15.3M +9% 4.94% 65.6% 700
GIP
4512
Gavilan Investment Partners
California
$194M +$96.5M +99% 29.9% 14
ONGA
4513
O'Neil Global Advisors
California
$194M +$172M +795% 46.4% 1,380% 88
SWA
4514
Strata Wealth Advisors
Texas
$194M +$13.4M +7% 7.99% 57
GWSA
4515
Global Wealth Strategies & Associates
Colorado
$194M +$21.4M +12% 5.68% 422
IRM
4516
Income Research & Management
Massachusetts
$194M -$18.3M -9% 0% 0.84% 22
HRC
4517
Hoertkorn Richard Charles
$194M +$5.12M +3% 7.63% 92.1% 87
EFM
4518
Eley Financial Management
Vermont
$193M +$7.87M +4% 6.29% 71
OFS
4519
Oldfather Financial Services
Nebraska
$193M +$17.9M +10% 4.7% 50.9% 67
AZ
4520
Aquamarine Zurich
Switzerland
$193M +$7.49M +4% 5.8% 112% 12
OFP
4521
OLIO Financial Planning
Virginia
$193M +$9.32M +5% 4.08% 33.6% 43
GA
4522
Greytown Advisors
Florida
$193M +$9.3M +5% 6.26% 13.9% 101
TAM
4523
Townsend Asset Management
North Carolina
$193M -$6.02M -3% 7.82% 72.7% 217
CD
4524
Chapin Davis
Maryland
$193M +$21.1M +12% 10.6% 242
VFIC
4525
Valley Forge Investment Consultants
Pennsylvania
$193M +$3.44M +2% 5.9% 53% 80