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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SCM
4501
Stonepine Capital Management
Oregon
$231M -$69.8M -23% 11.3% 160% 23
IF
4502
Insight Folios
North Carolina
$231M +$26.5M +13% 7.66% 32.9% 120
FNWM
4503
Financial Network Wealth Management
Utah
$231M +$26.1M +13% 10.9% 32% 116
MC
4504
Mount Capital
United Kingdom
$231M -$2.62M -1% 12.6% 43.6% 19
SFP
4505
Sterling Financial Planning
New Jersey
$231M +$35.7M +18% 9.89% 41% 102
PWS
4506
Peloton Wealth Strategists
Indiana
$231M +$14M +6% 10.4% 43% 97
PFSC
4507
Peoples Financial Services Corp
Pennsylvania
$231M +$18.4M +9% 11.3% 60.6% 260
RCS
4508
Retirement Capital Strategies
California
$231M +$17.1M +8% 10.2% 50.7% 76
IAA
4509
Ironsides Asset Advisors
North Carolina
$231M +$11M +5% 8.96% 48.9% 94
DFA
4510
Delta Financial Advisors
Louisiana
$231M +$8.81M +4% 10.2% 77% 124
GCM
4511
GoodHaven Capital Management
New Jersey
$231M +$39.9M +21% 15% 108% 28
VW
4512
Vance Wealth
California
$230M +$16.7M +8% 10.5% 56% 85
NC
4513
Nvidia Corp
California
$230M 34.9% 5
PLU
4514
Performa Ltd (US)
South Carolina
$230M +$19.9M +9% 10.9% 49.1% 77
SFCM
4515
Savoir Faire Capital Management
Connecticut
$230M +$50M +28% 7.43% 51
GFWA
4516
Grey Fox Wealth Advisors
Delaware
$230M +$30.7M +15% 8.58% 112
ACM
4517
Allred Capital Management
Texas
$230M +$29.3M +15% 8.25% 60.1% 169
WWM
4518
WJ Wealth Management
Arizona
$230M +$24.2M +12% 9.39% 77.2% 72
LA
4519
LFL Advisers
Illinois
$230M +$25.4M +12% 13.4% 73.1% 11
HFA
4520
Highland Financial Advisors
New Jersey
$230M +$36.9M +19% 10.4% 48.1% 57
RL
4521
Retireful LLC
Michigan
$230M +$20.2M +10% 13.2% 99.2% 129
AWC
4522
Adamsbrown Wealth Consultants
Kansas
$230M +$26.7M +13% 8.41% 38.7% 86
CI
4523
CPMG Inc
Texas
$230M +$46.7M +26% 26.4% 1,789% 3
SMG
4524
Smart Money Group
Texas
$230M +$19.1M +9% 7.92% 39.7% 85
PVH
4525
Psagot Value Holdings
Israel
$229M +$33M +17% 14% 45.9% 631