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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NWM
4601
Northwest Wealth Management
Iowa
$215M +$23.9M +13% 5.21% 46.3% 125
SOW
4602
State of Wyoming
Wyoming
$215M +$59.3M +38% 8.69% 94.2% 2,028
PWM
4603
PRW Wealth Management
Massachusetts
$215M +$15.2M +8% 8.04% 42.3% 113
VBFG
4604
Vishria Bird Financial Group
Tennessee
$215M +$24.3M +13% 7.32% 57.1% 69
IFG
4605
Investors Financial Group
Minnesota
$215M +$25.7M +14% 7.77% 216
JGGDR
4606
JGP Global Gestao de Recursos
Brazil
$215M -$60.4M -22% 0.32% 286% 85
CSWG
4607
Cardinal Strategic Wealth Guidance
Kentucky
$215M +$23.6M +12% 7.21% 52.8% 69
WC
4608
Weil Company
California
$214M +$22.2M +12% 14.5% 58.9% 153
AMC
4609
AKKR Management Company
California
$214M 8.04% 14
SA
4610
Sycale Advisors
New York
$214M -$9.3M -4% 8.35% 27.5% 22
OCM
4611
OLP Capital Management
Hong Kong
$214M -$255M -54% 30.1% 220% 7
ER
4612
EVR Research
Virginia
$214M +$33.7M +19% 7.38% 109% 32
PKC
4613
Palmer Knight Company
Florida
$214M +$22M +11% 11% 76% 30
WWM
4614
Westwood Wealth Management
California
$214M 13.9% 309% 44
PWM
4615
Prentice Wealth Management
New York
$214M +$6.85M +3% 6.08% 39.5% 344
PP
4616
Pertento Partners
United Kingdom
$214M 4.73% 122% 13
TCM
4617
TCG Crossover Management
California
$214M 2.87% 997% 15
UHC
4618
Union Heritage Capital
Michigan
$214M +$247K +0.1% 11.4% 83.7% 60
IF
4619
Insight Folios
North Carolina
$213M +$31.7M +17% 7.47% 32.9% 139
MS
4620
Madden Securities
Texas
$213M +$28.6M +15% 10.4% 93.8% 120
SCM
4621
Seascape Capital Management
New Hampshire
$213M +$18.1M +9% 9.61% 68.6% 95
RGC
4622
Redwood Grove Capital
California
$213M +$37.5M +21% 7.08% 42.3% 27
DFA
4623
DHJJ Financial Advisors
Illinois
$213M +$19.8M +10% 7.2% 50.3% 132
FDC
4624
Flight Deck Capital
California
$213M 7.01% 232% 17
SVG
4625
Sun Valley Gold
Idaho
$213M -$22.3M -9% 7.71% 168% 16