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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OCPWS
4626
One Charles Private Wealth Services
Massachusetts
$240M +$10.6M +5% 2.11% 109% 151
RC
4627
Rovin Capital
Arizona
$240M -$3.95M -2% 1.66% 57.6% 166
SWM
4628
Silverlake Wealth Management
Vermont
$240M +$43.5M +22% 1.83% 53.1% 291
LSA
4629
Lansing Street Advisors
Pennsylvania
$240M +$17.4M +8% 2.05% 110
QL
4630
Quarry LP
New York
$240M -$3.73M -2% 0.55% 2,204
BC
4631
Bridgefront Capital
Texas
$240M +$108M +82% 3.46% 37.6% 697
VC
4632
Veracity Capital
Georgia
$240M -$17.8M -7% 3.73% 95.5% 217
AC
4633
Aristides Capital
Kentucky
$240M +$3.4M +1% 0.28% 65.2% 345
TA
4634
Teton Advisors
New York
$239M -$44.3M -16% 5.47% 69.4% 232
TWP
4635
Tempus Wealth Planning
California
$239M +$12.1M +5% 4.04% 75.2% 220
GPC
4636
Greenstone Partners & Co
California
$239M +$16.6M +7% 6.61% 448% 9
EFN
4637
Equita Financial Network
Pennsylvania
$239M +$16.7M +7% 0.41% 83
ERP
4638
Eldred Rock Partners
Texas
$239M +$55.8M +30% 0.5% 30
ILI
4639
Invesco LLC (Illinois)
Illinois
$239M +$4.09M +2% 5.05% 157
GFPC
4640
Global Financial Private Client
Florida
$239M +$6.53M +3% 2.76% 65.6% 733
CFP
4641
Cypress Financial Planning
New Jersey
$239M +$20.6M +9% 0.41% 32.5% 71
UOMF
4642
University of Massachusetts Foundation
Massachusetts
$239M -$1.4M -0.6% 2.72% 53.6% 4
AWP
4643
Accretive Wealth Partners
New Jersey
$239M +$12.9M +6% 1.68% 60.5% 139
RLIM
4644
Red Lighthouse Investment Management
New York
$239M -$9.84M -4% 1.97% 107
HAM
4645
Harmony Asset Management
Arizona
$239M -$3.93M -2% 6.72% 162
JWS
4646
Juncture Wealth Strategies
Arizona
$239M +$6.24M +3% 1.13% 50.3% 124
HIP
4647
Hengistbury Investment Partners
United Kingdom
$239M +$10.8M +5% 1.3% 118% 6
WA
4648
Waterford Advisors
New York
$239M +$2.85M +1% 1.58% 57
SAS
4649
Stelac Advisory Services
New York
$238M +$25.5M +12% 2.87% 61.4% 114
DFG
4650
Delta Financial Group
New Jersey
$238M -$101M -30% 11.1% 246