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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SRCM
4526
Sage Rock Capital Management
New York
$193M -$128M -40% 4.83% 12.8% 202
EM
4527
Excalibur Management
Massachusetts
$193M +$1.57M +0.8% 3.03% 63.7% 163
BSA
4528
Bull Street Advisors
Georgia
$193M +$31K +0% 1.48% 35.1% 90
FCMI
4529
Foresite Capital Management IV
California
$193M -$41.4M -18% 11.4% 1.86% 8
SHA
4530
Seneca House Advisors
Virginia
$193M +$11.7M +6% 4.86% 44.5% 87
HSG
4531
Helen Stephens Group
Texas
$192M +$24.9M +15% 4.56% 40.6% 72
AFS
4532
Amtrust Financial Services
New York
$192M -$16.8M -8% 5.76% 48.3% 20
NIM
4533
Nicollet Investment Management
Minnesota
$192M +$19M +11% 14.9% 97.6% 59
WCM
4534
Wunderlich Capital Managemnt
Tennessee
$192M +$12.6M +7% 8.11% 33.6% 90
HPWA
4535
Hall Private Wealth Advisors
North Carolina
$192M +$16.1M +9% 6.52% 54
RW
4536
Rede Wealth
Virginia
$192M +$4.63M +2% 3.09% 84.2% 95
WG
4537
Watchman Group
Texas
$192M +$10.6M +6% 5.75% 52% 73
TDWM
4538
Topel & Distasi Wealth Management
California
$192M +$13.1M +7% 5.34% 33.8% 76
ZIMP
4539
Zimmermann Investment Management & Planning
Pennsylvania
$191M +$18.1M +10% 7.92% 31.6% 120
TC
4540
Tenere Capital
New York
$191M -$34.6M -15% 15.1% 101% 32
BWL
4541
Beacon Wealthcare LLC
North Carolina
$191M +$13.3M +7% 5.31% 33.6% 16
RWM
4542
Reston Wealth Management
Virginia
$191M +$10.3M +6% 5.3% 44.7% 48
PLU
4543
Performa Ltd (US)
South Carolina
$191M +$18M +10% 6% 49.1% 84
FPGT
4544
Financial Partners Group (Tennessee)
Tennessee
$191M +$21.8M +13% 5.33% 77
WLPWM
4545
Walled Lake Planning & Wealth Management
Illinois
$191M +$44.2M +30% 3.97% 52.5% 93
ROC
4546
Robertson Opportunity Capital
Texas
$191M +$19.7M +12% 11% 122% 24
RI
4547
Rinkey Investments
California
$191M +$23.7M +14% 4.61% 28.6% 59
OIA
4548
Optimum Investment Advisors
Illinois
$191M +$6.28M +3% 9.11% 92.1% 789
KLCM
4549
KG&L Capital Management
Louisiana
$191M +$17.6M +10% 6.94% 67.6% 143
ACA
4550
Aspire Capital Advisors
Washington
$191M +$15M +9% 5.62% 55.7% 57