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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WW
4526
Westshore Wealth
California
$194M +$19.2M +11% 8.52% 44% 152
OCM
4527
Orser Capital Management
Texas
$194M +$40.6M +26% 11.1% 123% 99
CFGF
4528
Compass Financial Group (Florida)
Florida
$194M +$17.8M +10% 4.95% 32.9% 32
MCG
4529
MACRO Consulting Group
New Jersey
$194M +$9.22M +5% 5.43% 107
TWM
4530
TriaGen Wealth Management
California
$194M +$20.2M +12% 8.1% 92.8% 200
MSWM
4531
Mader & Shannon Wealth Management
Missouri
$194M +$23.2M +14% 5.24% 34.7% 26
IAMH
4532
IvyRock Asset Management (HK)
Hong Kong
$194M +$40.3M +26% 2.3% 133% 14
LC
4533
Lavaca Capital
Texas
$194M +$20.4M +12% 0.94% 64.9% 138
FCM
4534
Fortis Capital Management
Washington
$194M +$20.4M +12% 9.11% 86.3% 139
AAM
4535
Augustine Asset Management
Florida
$194M +$4.03M +2% 5.99% 219% 97
GFS
4536
GYL Financial Synergies
Connecticut
$194M +$12M +7% 8.05% 36% 187
SAM
4537
Stewart Asset Management
New York
$194M +$37.3M +24% 13.8% 42.5% 28
NG
4538
NatWest Group
United Kingdom
$194M -$13.7M -7% 8.46% 174% 69
NERM
4539
New England Research & Management
Illinois
$193M +$11M +6% 5.61% 33.3% 197
KAM
4540
Karani Asset Management
New York
$193M +$23.5M +14% 17.3% 46
FNBOH
4541
First National Bank of Hutchinson
Kansas
$193M -$8.71M -4% 7.36% 97.7% 137
MWM
4542
MBE Wealth Management
Wisconsin
$193M +$8.89M +5% 6.06% 47.9% 70
1CM
4543
1492 Capital Management
Wisconsin
$193M +$19.6M +11% 7.69% 178% 117
C1AG
4544
Client 1st Advisory Group
Florida
$193M +$18.2M +10% 4.92% 41.6% 78
CAM
4545
Centre Asset Management
New York
$193M -$24.3M -11% 8.86% 45.4% 68
PL
4546
Polianta Ltd
Jersey
$193M +$12.3M +7% 4.61% 30.4% 123
EAM
4547
Exos Asset Management
New York
$193M +$65.3M +51% 1.28% 945
CWA
4548
Clarity Wealth Advisors
California
$193M +$17.2M +10% 8.44% 78.7% 59
TA
4549
Trellis Advisors
Washington
$193M +$14.1M +8% 6.78% 23.3% 77
3F
4550
360 Financial
Minnesota
$192M +$14.8M +8% 6.22% 58.6% 94