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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SHA
4576
Seneca House Advisors
Virginia
$181M +$46M +34% 7.66% 44.5% 87
SFG
4577
Snider Financial Group
Washington
$181M -$3.35M -2% 6.19% 70.3% 56
MRCM
4578
Mill Road Capital Management
Connecticut
$181M -$7.91M -4% 19.2% 13.9% 26
MPPLM
4579
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$181M +$13.1M +8% 10% 89.5% 126
SJL
4580
Shayne & Jacobs LLC
Tennessee
$180M +$21.5M +14% 13.2% 72.1% 36
SL
4581
SOF Ltd
Cayman Islands
$180M +$29.5M +20% 19.6% 116% 1
SWA
4582
Strata Wealth Advisors
Texas
$180M 6.71% 49
SA
4583
SRH Advisors
Kansas
$180M +$103M +135% 7.19% 40.9% 326
SAM
4584
Security Asset Management
New York
$180M +$13.5M +8% 8.89% 67.4% 76
TWM
4585
TriaGen Wealth Management
California
$180M -$1.05M -0.6% 9.15% 92.8% 188
CHA
4586
Carmichael Hill & Associates
Maryland
$180M +$8.52M +5% 7.53% 37.5% 777
LP
4587
Lexington Partners
New York
$180M -$2.84M -2% 1.04% 2.17% 7
UC
4588
Unio Capital
New Jersey
$180M +$14.4M +9% 12.1% 107% 52
BHA
4589
Beech Hill Advisors
New York
$180M +$5.38M +3% 9.96% 93.8% 85
SCG
4590
Sonata Capital Group
Washington
$180M -$1.59M -0.9% 6.07% 52.1% 112
PK
4591
Pflug Koory
Nebraska
$180M +$15.6M +9% 12.2% 469
CWM
4592
CCG Wealth Management
California
$180M +$16.4M +10% 7.5% 59.5% 104
VFM
4593
Valley Financial Management
New York
$180M +$12.9M +8% 9.14% 44
CCMT
4594
CMT Capital Markets Trading
Germany
$180M -$60.5M -25% 0.03% 1.34% 138
WFG
4595
Wills Financial Group
Virginia
$180M -$505K -0.3% 7.72% 43.8% 63
WCM
4596
Wunderlich Capital Managemnt
Tennessee
$179M +$23.2M +15% 9.29% 33.6% 88
CT
4597
Columbia Trust
Oregon
$179M +$2.28M +1% 9.66% 36% 144
SC
4598
SkyKnight Capital
California
$179M +$5.21M +3% 3.1% 44.1% 3
DRS
4599
Deane Retirement Strategies
Louisiana
$179M +$16.4M +10% 7.72% 46.9% 79
EWM
4600
Essex Woodlands Management
Texas
$179M -$62.6M -26% 10.6% 196% 7