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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
VW
4526
Veridan Wealth
Oregon
$249M 2.86% 82
CPC
4527
Congress Park Capital
New York
$249M +$23M +10% 5.55% 100% 125
KA
4528
Kooman & Associates
Pennsylvania
$249M +$8.75M +4% 1.58% 45
WOC
4529
West Oak Capital
California
$249M +$13.4M +6% 4.09% 87.7% 339
TPCM
4530
Two Point Capital Management
New York
$248M +$5.33M +2% 0.37% 25
PWP
4531
Precedent Wealth Partners
Texas
$248M +$15.6M +7% 0.4% 144
GTAM
4532
Global Trust Asset Management
Florida
$248M +$4.66M +2% 2.5% 72.7% 480
NFP
4533
Narus Financial Partners
Utah
$248M +$13.8M +6% 6.48% 82.1% 154
BWM
4534
Brown Wealth Management
Illinois
$248M +$6.3M +3% 1% 98
BWCS
4535
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 1.29% 57.2% 103
IAM
4536
Infusive Asset Management
New York
$248M -$11.6M -4% 2.27% 67.6% 35
JGIA
4537
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 0.63% 44.9% 411
FMTCOCP
4538
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 1.79% 61% 445
MP
4539
Mediatel Partners
Texas
$248M -$23.3M -9% 8.38% 3.27% 3
MCP
4540
Martin Capital Partners
Oregon
$248M -$13.2M -5% 1.97% 23.1% 71
MAM
4541
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 3.96% 91.1% 171
VAS
4542
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 0.58% 102% 47
UCB
4543
United Community Bank
South Carolina
$248M -$9.96M -4% 0.48% 60.4% 395
BCH
4544
Berkshire Capital Holdings
California
$247M -$3.18M -1% 16.3% 1,213% 100
SFS
4545
Shaker Financial Services
Virginia
$247M -$11.1M -4% 0% 7.48% 182
SW
4546
SMART Wealth
Nebraska
$247M +$25.3M +11% 2.14% 130
OFG
4547
Omega Financial Group
California
$247M +$2.59M +1% 0.39% 32% 82
WPWM
4548
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 0.57% 27.3% 47
VIM
4549
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 0.51% 37.6% 186
VC
4550
Veery Capital
Delaware
$247M +$2.84M +1% 1.43% 45.5% 98