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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SPG
4576
Snow Phipps Group
New York
$201M +$32.4M +19% 20.3% 82.3% 2
SFS
4577
Stiles Financial Services
Minnesota
$201M +$15.1M +8% 7.82% 83.8% 196
DI
4578
DAGCO Inc
Ohio
$201M +$14.8M +8% 6.5% 50.2% 84
SAMC
4579
Spectrum Asset Management (California)
California
$201M -$1.04M -0.5% 3.04% 53.8% 95
TC
4580
Truvestments Capital
Florida
$201M +$13.3M +7% 7.38% 70.8% 712
DCM
4581
DGS Capital Management
New Jersey
$201M +$21.2M +12% 7.46% 110% 259
KC
4582
Kize Capital
New York
$201M -$28M -12% 9.18% 57.4% 6
SHA
4583
Seneca House Advisors
Virginia
$201M +$8.03M +4% 4.89% 44.5% 84
WGCA
4584
Wolf Group Capital Advisors
Virginia
$201M -$673K -0.3% 6.44% 28.2% 112
RCM
4585
Raleigh Capital Management
North Carolina
$201M -$1.7M -0.8% 2.02% 46.2% 947
CG
4586
Corundum Group
Colorado
$200M -$10.9M -5% 6.36% 63.8% 116
OWA
4587
Opal Wealth Advisors
New York
$200M +$29.2M +17% 5.14% 46% 151
DCM
4588
Davidson Capital Management
Texas
$200M +$35.8M +22% 7.02% 67.1% 85
SWM
4589
Selective Wealth Management
Virginia
$200M 5.08% 118
WBC
4590
West Branch Capital
Massachusetts
$200M +$21.1M +12% 13.9% 126% 471
CFA
4591
Camarda Financial Advisors
Florida
$200M +$67M +50% 9.34% 123% 88
LFGO
4592
Legacy Financial Group (Oklahoma)
Oklahoma
$200M +$19.3M +11% 5.23% 73
LC
4593
Lodbrok Capital
United Kingdom
$200M -$17.6M -8% 2.92% 21.1% 8
THWM
4594
Taylor Hoffman Wealth Management
Virginia
$200M +$17.6M +10% 8.7% 47.8% 112
WC
4595
Wynnefield Capital
New York
$200M +$45.6M +30% 39.5% 81% 20
3IP
4596
3Chopt Investment Partners
Virginia
$200M +$12.2M +7% 7.75% 147
BBWA
4597
Bell & Brown Wealth Advisors
California
$200M +$12.2M +6% 7.18% 70
GCM
4598
Gladius Capital Management
Illinois
$200M -$125M -39% 0.52% 10.8% 406
SHCM
4599
Stone House Capital Management
Florida
$200M +$53.1M +36% 31.2% 66.7% 4
CCM
4600
Cota Capital Management
California
$199M +$14.6M +8% 11.4% 46% 11