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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RIA
4776
Recurrent Investment Advisors
Texas
$158M +$23.3M +17% 24.8% 68.9% 44
ACM
4777
Axar Capital Management
New York
$158M -$61.3M -28% 27.8% 680% 2
SFS
4778
Searcy Financial Services
Kansas
$158M -$9.5M -6% 4.25% 48.4% 20
SIAM
4779
Sterling Investment Advisors (Missouri)
Missouri
$158M +$6.9M +5% 3.81% 30% 27
CWM
4780
Curi Wealth Management
North Carolina
$158M +$19.5M +14% 5.29% 16.3% 540
1W
4781
1776 Wealth
Georgia
$158M +$2.95M +2% 1.96% 96.7% 119
CCMU
4782
Cheyne Capital Management (UK)
United Kingdom
$158M -$39.9M -20% 0.48% 35.6% 150
GWM
4783
Gray Wealth Management
Maine
$158M +$11.2M +8% 4.27% 22.1% 109
WMA
4784
Wealth Management Associates
New Jersey
$158M +$5.26M +3% 5.96% 86% 194
BCM
4785
Beddow Capital Management
Wyoming
$157M +$13.8M +10% 17.9% 53.8% 59
RSC
4786
Red Spruce Capital
Pennsylvania
$157M +$13.3M +9% 8.49% 69.5% 93
GC
4787
Grace Capital
Massachusetts
$157M -$1.09M -0.7% 6.84% 127% 268
WCAMG
4788
Woodard & Company Asset Management Group
North Carolina
$157M -$5.84M -4% 6.6% 66.3% 114
BWP
4789
Bernardo Wealth Planning
Pennsylvania
$157M -$102M -39% 2.44% 46.7% 175
OPWM
4790
Oxinas Partners Wealth Management
Indiana
$157M +$22.5M +17% 8.5% 74.6% 153
GAM
4791
Garrison Asset Management
Arkansas
$157M +$11.8M +8% 6.69% 52.1% 104
DJYG
4792
David J. Yvars Group
Florida
$157M +$9.45M +6% 9.06% 126% 87
RC
4793
Ronit Capital
United Kingdom
$157M -$15.7M -9% 5.45% 78
AWS
4794
Arkfeld Wealth Strategies
Nebraska
$157M +$27M +21% 14.9% 68.3% 77
JAM
4795
JLP Asset Management
New York
$157M +$5.1M +3% 6.94% 16.1% 34
BSAM
4796
Blue Square Asset Management
New York
$157M +$6.91M +5% 4.54% 73.7% 82
WPEP
4797
Walnut Private Equity Partners
Nebraska
$157M +$20.8M +15% 13.6% 67% 17
CPC
4798
Consolidated Planning Corp
Georgia
$157M +$3.07M +2% 4.02% 72.9% 60
APWM
4799
Atlas Private Wealth Management
New York
$157M +$16.2M +12% 3.39% 19.8% 441
DCM
4800
Delta Capital Management
New Jersey
$157M +$13M +9% 9.6% 50.3% 85