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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ACM
4801
Altium Capital Management
New York
$224M +$78.8M +54% 50.8% 357% 93
CSWM
4802
Cassady Schiller Wealth Management
Ohio
$224M +$24.6M +12% 8.47% 21.7% 524
FCG
4803
Fielder Capital Group
Tennessee
$224M +$58.3M +35% 15.2% 180
PSAMP
4804
P. Schoenfeld Asset Management (PSAM)
New York
$224M -$135M -38% 7.53% 127% 82
SCM
4805
Stonebridge Capital Management
California
$224M +$18.7M +9% 10.1% 71.8% 85
AFS
4806
Access Financial Services
Minnesota
$224M +$29.6M +15% 6.71% 35.5% 103
TIA
4807
Tiemann Investment Advisors
California
$224M +$17.7M +9% 8.77% 66.6% 203
MIM
4808
Meros Investment Management
Texas
$224M +$12.9M +6% 6.17% 59.1% 45
BO
4809
Bank OZK
Arkansas
$223M +$18.6M +9% 11.7% 76.2% 152
SA
4810
Skyline Advisors
Washington
$223M +$13.9M +7% 6.21% 83
PWM
4811
Palumbo Wealth Management
New York
$223M +$27.7M +14% 8.08% 55.9% 145
RPCA
4812
Running Point Capital Advisors
California
$223M +$18.4M +9% 5.61% 41.3% 171
HFRG
4813
Houlihan Financial Resource Group
Virginia
$223M +$16.7M +8% 6.08% 40.5% 103
SBF
4814
Sara-Bay Financial
Florida
$223M +$17.9M +9% 19.3% 185% 80
BC
4815
Beaconlight Capital
New York
$223M +$10.9M +5% 7.65% 149% 34
GPC
4816
Greenstone Partners & Co
California
$223M +$43.8M +24% 27.8% 448% 9
AGM
4817
Aragon Global Management
Florida
$223M +$46.4M +26% 18.9% 19
EFN
4818
Equita Financial Network
Pennsylvania
$223M +$35M +19% 4.76% 72
C1AG
4819
Client 1st Advisory Group
Florida
$223M +$16.6M +8% 6.49% 41.6% 110
LSA
4820
Lansing Street Advisors
Pennsylvania
$223M +$31.6M +17% 8.09% 102
EL
4821
EWA LLC
Pennsylvania
$222M +$17.6M +9% 11.6% 167
HCM
4822
Highview Capital Management
Illinois
$222M +$34.6M +18% 10.4% 80.5% 120
TFA
4823
Trinity Financial Advisors
Ohio
$222M +$17.3M +8% 10.3% 62.2% 78
ECML
4824
Eagle Capital Management (Louisiana)
Louisiana
$222M +$16.9M +8% 8.11% 72.5% 41
SL
4825
SWMG LLC
Texas
$222M +$12.3M +6% 6.91% 44% 109