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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LB
4726
Legacy Bridge
Iowa
$173M -$3.34M -2% 0.34% 132% 312
OCPWS
4727
One Charles Private Wealth Services
Massachusetts
$173M +$24.4M +16% 7.34% 109% 123
HI
4728
Harrington Investments
California
$173M +$4.41M +3% 1.22% 75.7% 84
CAM
4729
Concorde Asset Management
Michigan
$173M -$4.8M -3% 3.99% 31.8% 220
SJL
4730
Shayne & Jacobs LLC
Tennessee
$173M -$5.06M -3% 0.62% 72.1% 37
AF
4731
Apexium Financial
Texas
$173M +$12.1M +7% 0.11% 66.2% 91
SSW
4732
Smith Shellnut Wilson
Mississippi
$173M +$957K +0.6% 0.37% 66.3% 177
MMHP
4733
Murphy Middleton Hinkle & Parker
Georgia
$173M -$6.34M -4% 1.57% 46.8% 142
ICM
4734
IMS Capital Management
Oregon
$173M +$3.32M +2% 1.22% 87.8% 146
DLHL
4735
Donald L. Hagan LLC
Florida
$173M +$2.94M +2% 2.21% 32.1% 103
RH
4736
RFG Holdings
Texas
$173M +$3.02M +2% 1.56% 58.3% 35
SIM
4737
Spark Investment Management
New York
$173M -$9.73M -5% 8.58% 286% 45
SL
4738
SWMG LLC
Texas
$172M +$2.45M +1% 1.28% 44% 68
FCM
4739
Fortis Capital Management
Washington
$172M -$21.7M -11% 0.5% 86.3% 133
BWP
4740
Bernardo Wealth Planning
Pennsylvania
$172M +$5.55M +3% 0.09% 46.7% 81
MA
4741
Minerva Advisors
Pennsylvania
$172M -$17.3M -9% 4.29% 111% 74
OPWM
4742
Oxinas Partners Wealth Management
Indiana
$172M -$2.67M -2% 0.8% 74.6% 178
PE
4743
Point72 Europe
United Kingdom
$172M +$27M +19% 1.22% 70.2% 40
STAS
4744
Strong Tower Advisory Services
Minnesota
$172M 0.8% 163% 102
CFG
4745
CMC Financial Group
Georgia
$172M -$4.03M -2% 2.02% 60.6% 32
WCH
4746
Willoughby Capital Holdings
Connecticut
$172M 22% 1
VIP
4747
Viewpoint Investment Partners
Alberta, Canada
$172M +$19.7M +13% 0.91% 22% 14
CWM
4748
CCG Wealth Management
California
$172M +$42.8M +33% 0.25% 59.5% 113
KC
4749
Kadensa Capital
Hong Kong
$171M +$106M +162% 9.57% 112% 16
CAIMH
4750
Central Asset Investments & Management Holdings
Hong Kong
$171M -$74.2M -30% 0.65% 350% 77