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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PWM
4651
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 4.46% 50.9% 152
MCM
4652
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 7.13% 59.3% 86
RP
4653
RBS Partners
Florida
$183M +$34.2M +23% 30.5% 210% 3
JWM
4654
Jeppson Wealth Management
California
$183M +$15.2M +9% 6.94% 67.3% 151
MTIM
4655
Marathon Trading Investment Management
Pennsylvania
$183M +$23.4M +15% 0.38% 19.9% 316
KPWG
4656
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 5.6% 45% 80
OFS
4657
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 5.91% 50.9% 62
MSDF
4658
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 22.8% 109% 3
MPCG
4659
Matrix Private Capital Group
New York
$183M +$16.5M +10% 7% 56.3% 258
ITIM
4660
Indiana Trust & Investment Management
Indiana
$183M -$4.64M -2% 3.52% 78.2% 119
VAM
4661
Verity Asset Management
North Carolina
$183M +$14.9M +9% 5.75% 61.4% 259
SCM
4662
Salem Capital Management
Massachusetts
$182M +$14.5M +9% 5.65% 32.3% 78
KMWM
4663
Keudell/Morrison Wealth Management
Oregon
$182M +$11.7M +7% 7.7% 42.6% 176
WFA
4664
Wade Financial Advisory
California
$182M +$24.2M +15% 6.13% 15.9% 71
SIM
4665
Spark Investment Management
New York
$182M +$33.2M +22% 19.8% 286% 46
TC
4666
Truvestments Capital
Florida
$182M +$5.25M +3% 5.99% 70.8% 716
GIP
4667
General Industrial Partners
United Kingdom
$182M -$5.03M -3% 2.93% 16
PKC
4668
Palmer Knight Company
Florida
$182M +$8.24M +5% 9.54% 76% 28
GAM
4669
Grandview Asset Management
Pennsylvania
$182M -$5.65M -3% 12.5% 175% 535
BWCS
4670
Beirne Wealth Consulting Services
Connecticut
$182M +$11.6M +7% 5.78% 57.2% 117
FCCM
4671
First City Capital Management
Georgia
$182M +$9.31M +5% 6.24% 59.1% 175
CFP
4672
Curran Financial Partners
South Carolina
$182M +$42.8M +31% 6.08% 44.6% 65
DRS
4673
Deane Retirement Strategies
Louisiana
$182M -$3.84M -2% 5.71% 46.9% 71
HWM
4674
Howard Wealth Management
Connecticut
$182M +$10.7M +6% 4.74% 53.9% 129
BFA
4675
Brendel Financial Advisors
New Hampshire
$182M +$32.5M +22% 8.63% 91.3% 287