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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NTCM
4526
Nut Tree Capital Management
New York
$186M -$139M -43% 1.83% 41.6% 10
EFM
4527
Eley Financial Management
Vermont
$186M 5.8% 69
NCM
4528
Next Capital Management
New York
$185M +$53.1M +40% 5.88% 67.4% 131
CCM
4529
Cota Capital Management
California
$185M -$8.88M -5% 9.55% 46% 12
LCM
4530
Lonestar Capital Management
California
$185M -$7.75M -4% 3.24% 45.2% 36
MPW
4531
Monterey Private Wealth
California
$185M +$18.4M +11% 9.4% 29.8% 104
IHWM
4532
Iron Horse Wealth Management
Iowa
$185M +$116M +167% 6.59% 29.1% 289
PAM
4533
Pegasus Asset Management
New York
$185M +$8.37M +5% 10.2% 93.3% 75
2L
4534
22NW LP
Washington
$185M +$8.38M +5% 26.9% 189% 20
AEPLI
4535
AH Equity Partners LSV III
California
$185M +$8.5M +5% 5.24% 3
FNWM
4536
Financial Network Wealth Management
Utah
$185M +$24.6M +15% 6.55% 32% 113
BAM
4537
Bullseye Asset Management
Colorado
$185M +$12.7M +7% 8.78% 101% 85
AIM
4538
Atlantic Investment Management
New York
$185M -$36.6M -17% 21.8% 19% 10
GWM
4539
Graybill Wealth Management
Illinois
$185M +$16.3M +10% 9.03% 50
S
4540
Schroders
United Kingdom
$185M +$6.65M +4% 2.55% 5.82% 4
OIA
4541
Optimum Investment Advisors
Illinois
$184M -$1.28M -0.7% 9.34% 92.1% 849
SCI
4542
Stableford Capital II
Arizona
$184M -$22.3M -11% 6.12% 47.4% 128
TH
4543
Team Hewins
California
$184M 13.7% 25
NV
4544
Northpond Ventures
Maryland
$184M +$41.6M +29% 37.4% 71.8% 5
OFP
4545
OLIO Financial Planning
Virginia
$184M +$15.6M +9% 7.56% 33.6% 43
GA
4546
Greytown Advisors
Florida
$184M +$18.6M +11% 9.78% 13.9% 102
IFPG
4547
Intrepid Financial Planning Group
Indiana
$184M +$8M +5% 6.19% 64.7% 123
BFWA
4548
Benchmark Financial Wealth Advisors
Florida
$184M +$13.8M +8% 8.66% 60.1% 75
ASGS
4549
Alpha Square Group S
New York
$184M -$4.92M -3% 3.03% 35.6% 50
SF
4550
Susquehanna Foundation
Pennsylvania
$183M -$55.1K -0% 0.04% 36.7% 4