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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWG
4801
Summit Wealth Group
Vermont
$106M 3.76% 37.2% 28
LF
4802
LifeSteps Financial
California
$106M 6.68% 76.7% 93
SV
4803
Sapphire Ventures
Texas
$106M 42.8% 48.1% 3
OEP
4804
Ocean Endowment Partners
Illinois
$106M 8.17% 39
CWA
4805
Carolina Wealth Advisors
South Carolina
$106M 4.66% 49% 189
SC
4806
Spindletop Capital
New York
$106M -$583K -0.5% 9.99% 8
GAM
4807
Grandview Asset Management
Pennsylvania
$106M -$4.84M -4% 9.91% 175% 102
LBS
4808
Lawrence B. Seidman
$106M -$4.58M -4% 10% 12.1% 23
PCM
4809
Pennsylvania Capital Management
Pennsylvania
$106M 9.8% 74.5% 54
SIS
4810
SVB Investment Services
Utah
$105M 5.33% 56
GB
4811
Gunma Bank
Japan
$105M +$366K +0.3% 0.4% 10.7% 9
PFA
4812
Professional Financial Advisors
Nebraska
$105M 5.78% 48.4% 76
DCM
4813
Dean Capital Management
Kansas
$105M +$8.51M +9% 5.43% 35.2% 150
SWM
4814
Strategic Wealth Management
Washington
$105M -$304K -0.3% 3.08% 52.7% 19
QCIG
4815
Quad-Cities Investment Group
Iowa
$105M -$13.2M -11% 6.08% 48.7% 867
HZ
4816
Hixon Zuercher
Ohio
$105M 8.56% 89.8% 56
EA
4817
Emerald Advisors
Washington
$105M 4.43% 97.1% 97
SAM
4818
S.A. Mason
Michigan
$105M 7.74% 79.9% 453
SAM
4819
Steinberg Asset Management
New York
$105M +$7.12M +7% 10.5% 84.4% 37
CS
4820
Capital Square
Tennessee
$105M 3.79% 37% 127
MCA
4821
Magnolia Capital Advisors
Mississippi
$105M 7.42% 65.3% 98
BAM
4822
Beaumont Asset Management
Texas
$105M 8.72% 61.2% 61
RVM
4823
Robinson Value Management
Texas
$105M 8.68% 48.3% 63
LSC
4824
Lesa Sroufe & Co
Washington
$105M -$191K -0.2% 6.53% 63
AC
4825
Anavon Capital
United Kingdom
$104M 9.78% 15