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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MPW
4776
Monterey Private Wealth
California
$174M -$7.46M -4% 6.65% 29.8% 102
BCM
4777
Beddow Capital Management
Wyoming
$174M +$16.8M +11% 5.63% 53.8% 60
SIRP
4778
Shelter Insurance Retirement Plan
Missouri
$174M -$21.6M -11% 6.33% 55.6% 11
BWA
4779
Bordeaux Wealth Advisors
California
$174M +$29.9M +21% 6.82% 141% 70
JWS
4780
Juncture Wealth Strategies
Arizona
$174M +$15M +9% 6.87% 50.3% 125
YEPV
4781
Yorktown Energy Partners VIII
New York
$174M +$49.6M +40% 41.2% 15.2% 2
LWMG
4782
Levy Wealth Management Group
Pennsylvania
$174M +$21.8M +14% 7.21% 21.1% 73
GECH
4783
Garnet Equity Capital Holdings
New York
$174M +$17.7M +11% 1.01% 51.6% 52
GWM
4784
Gray Wealth Management
Maine
$174M +$16M +10% 6.17% 22.1% 119
IWMA
4785
Ironwood Wealth Management (Arizona)
Arizona
$173M +$17.5M +11% 4.21% 24.3% 53
AIIC
4786
AJU IB Investment Company
South Korea
$173M -$91.7M -35% 4.17% 11
GEH
4787
General Equity Holdings
New York
$173M +$5.05M +3% 10.6% 1,373% 14
FA
4788
Fortis Advisors
Pennsylvania
$173M +$33.4M +24% 6.05% 30.7% 293
NWS
4789
Newport Wealth Strategies
California
$173M +$11.9M +7% 7.16% 51.3% 115
APSI
4790
Asset Planning Services Inc
Louisiana
$173M +$7.44M +4% 5.42% 103% 41
YCM
4791
Yaupon Capital Management
New York
$173M +$55.2M +47% 5.05% 45.2% 80
RPG
4792
Resource Planning Group
Georgia
$173M +$20.2M +13% 4.02% 1.9% 88
EF
4793
Exeter Financial
Arizona
$172M +$13.9M +9% 5.73% 38.4% 82
ER
4794
EVR Research
Virginia
$172M +$40.7M +31% 9.96% 109% 34
FA
4795
Fermata Advisors
California
$172M +$53.2M +45% 5.61% 33.1% 155
SSW
4796
Smith Shellnut Wilson
Mississippi
$172M +$8.06M +5% 6.68% 66.3% 168
MC
4797
MRJ Capital
New York
$172M +$11.7M +7% 7.58% 127% 52
VC
4798
Veery Capital
Delaware
$172M +$13.7M +9% 5.94% 45.5% 73
HFA
4799
HC Financial Advisors
California
$172M +$7.55M +5% 6.37% 31.2% 376
LC
4800
Lakehouse Capital
Australia
$171M 11.1% 187% 12