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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWP
4526
ShoreHaven Wealth Partners
New Jersey
$192M +$5.86M +3% 0.84% 45.2% 55
JWM
4527
Jeppson Wealth Management
California
$192M +$8.46M +5% 0.72% 67.3% 158
PKC
4528
Palmer Knight Company
Florida
$192M +$9.66M +5% 1.23% 76% 29
WS
4529
Wela Strategies
Georgia
$192M -$55.2M -22% 0.73% 35.6% 46
MS
4530
Marshall & Sullivan
Washington
$192M +$11.4M +6% 0.24% 61% 41
APWA
4531
Atlas Private Wealth Advisors
New Jersey
$191M +$6.68M +4% 1.51% 41.1% 834
SAM
4532
Stewart Asset Management
New York
$191M -$2.35M -1% 0.16% 42.5% 30
NWM
4533
Northwest Wealth Management
Iowa
$191M +$2.23M +1% 1.14% 46.3% 134
ACM
4534
Allred Capital Management
Texas
$191M -$11.1M -5% 0.44% 60.1% 186
GI
4535
GS Investments
Minnesota
$191M +$118M +160% 0.36% 91.3% 147
LP
4536
Lexington Partners
New York
$191M -$19.6M -9% 2.4% 2.17% 6
CSWG
4537
Cardinal Strategic Wealth Guidance
Kentucky
$191M +$803K +0.4% 0.16% 52.8% 68
NERM
4538
New England Research & Management
Illinois
$191M -$2.44M -1% 1.34% 33.3% 197
DS
4539
Dalal Street
Texas
$191M -$86.9M -31% 18.4% 26.3% 3
LCH
4540
Lee Capital Holdings
New York
$191M -$7.96M -4% 1.34% 35% 77
VBFG
4541
Vishria Bird Financial Group
Tennessee
$191M -$12.6M -6% 1.74% 57.1% 66
GCM
4542
Gladius Capital Management
Illinois
$190M -$85M -31% 0.2% 10.8% 62
TWM
4543
Titus Wealth Management
California
$190M +$5.93M +3% 1.13% 26.6% 172
MPCG
4544
Matrix Private Capital Group
New York
$190M +$7.64M +4% 1.16% 56.3% 258
PCMK
4545
Paragon Capital Management (Kansas)
Kansas
$190M -$10.2M -5% 0.19% 64.7% 68
TL
4546
TowerView LLC
New York
$190M +$24M +14% 6.43% 10.7% 33
OIS
4547
Okabena Investment Services
Minnesota
$190M -$22.6M -11% 0.95% 58.7% 103
CCP
4548
Cunning Capital Partners
North Carolina
$190M -$1.91M -1% 1.73% 172% 42
HIC
4549
Harbor Island Capital
Massachusetts
$190M -$11.1M -6% 3.77% 95.7% 15
SA
4550
SoftVest Advisors
Texas
$190M -$47.8M -20% 15.9% 75.8% 7