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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWM
4551
Seaside Wealth Management
California
$273M +$8.68M +3% 2.24% 39.4% 62
ASI
4552
All-Stars Investment
Hong Kong
$273M +$29M +12% 21.7% 42.5% 3
FCAM
4553
First Citizens Asset Management
North Carolina
$273M -$8.54M -3% 1.03% 30
OPAM
4554
Olympus Peak Asset Management
Connecticut
$273M +$5.98M +2% 4.43% 1
CSWM
4555
Cassady Schiller Wealth Management
Ohio
$273M -$813K -0.3% 0.76% 21.7% 1,148
LFA
4556
Level Financial Advisors
New York
$273M +$10.5M +4% 2.31% 32.4% 81
CFP
4557
Cypress Financial Planning
New Jersey
$273M +$2.05M +0.8% 1.83% 32.5% 83
WIC
4558
WealthBridge Investment Counsel
Alberta, Canada
$272M -$9.19M -3% 0.24% 62% 47
BIP
4559
Blue Investment Partners
California
$272M +$29.9M +12% 5% 54
SP
4560
Sequent Planning
Nebraska
$272M -$17.8M -6% 0.2% 158
ROC
4561
Robertson Opportunity Capital
Texas
$272M +$13.6M +5% 6.97% 122% 30
GAM
4562
Grandview Asset Management
Pennsylvania
$272M +$97.9M +56% 6.8% 175% 122
IPW
4563
IronBridge Private Wealth
Texas
$272M +$4.74M +2% 3.35% 73.6% 55
DC
4564
Defender Capital
North Carolina
$272M -$29.2M -10% 15.5% 102% 42
SFP
4565
Sterling Financial Planning
New Jersey
$272M +$576K +0.2% 1.6% 41% 112
CCG
4566
Ceeto Capital Group
Florida
$272M +$3.78M +1% 3.73% 83.2% 183
VVVM4
4567
Viola Ventures VC Management 4
Israel
$271M +$612K +0.2% 3.38% 6
PAA
4568
Peregrine Asset Advisers
Oregon
$271M -$19.4M -7% 6.8% 163% 197
EGP
4569
Emergence GP Partners
California
$271M +$11.6M +4% 3.61% 4
ACGA
4570
Atlanta Consulting Group Advisors
Georgia
$271M -$132M -33% 1.36% 236
WMR
4571
Wealth Management Resources
Rhode Island
$271M +$21.5M +9% 2.37% 23.5% 34
CHJWM
4572
Carlton Hofferkamp & Jenks Wealth Management
Texas
$271M +$8.49M +3% 0.6% 43.7% 139
PWA
4573
PCG Wealth Advisors
Kansas
$271M +$11.5M +4% 0.97% 55.6% 131
SWM
4574
Sterling Wealth Management
Illinois
$271M +$2.89M +1% 1.94% 115
UHC
4575
Union Heritage Capital
Michigan
$271M -$314K -0.1% 1% 83.7% 59