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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TCB
4826
Texas Capital Bancshares
Texas
$249M +$953K +0.4% 2.8% 141% 78
MDCM
4827
Morgan Dempsey Capital Management
Wisconsin
$249M -$42.6M -15% 4.48% 23% 115
PHWM
4828
Pine Harbor Wealth Management
Maryland
$248M +$47.4M +24% 1.34% 106
FC
4829
Fusion Capital
South Carolina
$248M +$15M +6% 0.32% 63.5% 85
CJH
4830
Christopher J. Hasenberg
Wisconsin
$248M +$6.02M +2% 0.89% 195
HWM
4831
Hassell Wealth Management
Louisiana
$248M +$9.47M +4% 1.83% 29
CCP
4832
Carmel Capital Partners
California
$248M -$11.1M -4% 4.64% 70.6% 173
AGP
4833
Artia Global Partners
Florida
$248M -$106M -30% 4.26% 54
PWS
4834
Peloton Wealth Strategists
Indiana
$248M -$3.67M -1% 1.65% 43% 100
ECML
4835
Eagle Capital Management (Louisiana)
Louisiana
$248M +$7.91M +3% 4.04% 72.5% 40
NLP
4836
Next Level Private
New York
$248M +$3.82M +2% 1.97% 73.8% 147
EWM
4837
Elmwood Wealth Management
California
$248M +$5.29M +2% 1.06% 34.8% 135
CLA
4838
Carnegie Lake Advisors
New Jersey
$248M -$4.91M -2% 0.65% 167
RCM
4839
Robinson Capital Management
Michigan
$248M -$42.7M -15% 6.24% 3.31% 248
LWM
4840
Luminvest Wealth Management
Arizona
$248M +$6.61M +3% 2.52% 35
ZIG
4841
Zullo Investment Group
Pennsylvania
$248M +$6.8M +3% 4.82% 108% 156
EWA
4842
Encompass Wealth Advisors
Oregon
$248M -$152M -38% 0.05% 44.9% 296
LIM
4843
Letson Investment Management
Georgia
$247M -$7.19M -3% 1.71% 92
LIP
4844
Landmark Investment Partners
Florida
$247M 3.29% 18
MWM
4845
McMill Wealth Management
Nebraska
$247M 1.63% 44
WW
4846
Westshore Wealth
California
$247M +$2.26M +0.9% 0.91% 44% 98
LAM
4847
Lynch Asset Management
Pennsylvania
$247M +$9.11M +4% 5.54% 196% 44
OWIM
4848
Old West Investment Management
California
$247M -$11.8M -5% 2.36% 119% 65
JAM
4849
JCIC Asset Management
Ontario, Canada
$247M +$2.81M +1% 3.9% 41% 143
BWL
4850
Beacon Wealthcare LLC
North Carolina
$247M -$1.33M -0.5% 0.61% 33.6% 28