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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MPW
4751
Monterey Private Wealth
California
$202M +$23.8M +13% 8.56% 29.8% 110
SWP
4752
ShoreHaven Wealth Partners
New Jersey
$202M +$9.91M +5% 4.85% 45.2% 54
1CM
4753
1492 Capital Management
Wisconsin
$202M +$6.68M +3% 5.68% 178% 125
IC
4754
Innealta Capital
Texas
$202M +$23M +13% 3.85% 48.3% 71
WVP
4755
Worth Venture Partners
New Jersey
$202M -$19.5M -9% 5.79% 92.1% 165
IMA
4756
Investment Management Associates
Colorado
$201M +$12.7M +7% 4.85% 51.8% 52
CFLC
4757
California First Leasing Corp
California
$201M 14.4% 101% 39
MA
4758
Menlo Advisors
California
$201M +$12M +6% 10.1% 81.1% 46
KPWG
4759
KFA Private Wealth Group
Virginia
$201M +$18.4M +10% 7.73% 45% 73
OPWM
4760
Oakwell Private Wealth Management
Texas
$201M +$16M +9% 5.92% 47.4% 63
ATIA
4761
American Trust Investment Advisors
New Hampshire
$201M +$23.2M +13% 11% 95.4% 97
GGI
4762
GPM Growth Investors
Michigan
$201M +$11.2M +6% 11.2% 41
GWM
4763
Gray Wealth Management
Maine
$201M +$22M +12% 8.52% 22.1% 133
CFGF
4764
Compass Financial Group (Florida)
Florida
$201M +$18.4M +10% 5.2% 32.9% 31
GSC
4765
G&S Capital
Colorado
$201M +$18.9M +10% 10.2% 50.8% 124
MCM
4766
Mason Capital Management
New York
$200M -$15.6M -7% 11.2% 24.4% 40
SW
4767
StrongBox Wealth
Missouri
$200M +$21.9M +12% 8.8% 50.6% 106
BLC
4768
Brown, Lisle/Cummings
Rhode Island
$200M 8.69% 61.8% 452
SFSG
4769
Sound Financial Strategies Group
Mississippi
$200M +$801K +0.4% 3.83% 25% 86
AU
4770
Algebris (UK)
United Kingdom
$200M +$29.3M +17% 0.3% 12.6% 39
AP
4771
Agilis Partners
Massachusetts
$200M -$1.29M -0.6% 5.12% 8.47% 28
NEGWA
4772
New England Guild Wealth Advisors
Connecticut
$200M +$11M +6% 4.69% 6.04% 72
WMRU
4773
William Marsh Rice University
Texas
$200M -$41.2M -17% 3.01% 13.7% 10
KFI
4774
Key Financial Inc
Pennsylvania
$200M +$22.9M +13% 9% 47.7% 1,024
GCC
4775
Game Creek Capital
Massachusetts
$200M +$11M +6% 6.96% 57.9% 70