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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CC
4851
Claybrook Capital
Massachusetts
$163M +$5.12M +3% 6.66% 7.14% 144
WAM
4852
Weinberger Asset Management
California
$163M +$18.1M +13% 10.3% 69.8% 75
NAH
4853
Neumann Advisory (HK)
Hong Kong
$163M -$123M -43% 30.8% 84.2% 16
CWA
4854
CJM Wealth Advisers
Virginia
$163M +$22.1M +16% 9.6% 57.8% 58
CSWM
4855
Cassady Schiller Wealth Management
Ohio
$163M -$10.7M -6% 10.1% 21.7% 470
CSB
4856
City State Bank
Iowa
$163M +$19.6M +14% 8.82% 47.2% 713
RIP
4857
RAM Investment Partners
Washington
$163M 6.82% 49
ACP
4858
Acuta Capital Partners
California
$163M -$62.3M -28% 17.7% 1,554% 54
WWP
4859
WR Wealth Planners
Missouri
$162M +$20.3M +14% 8.88% 22.1% 548
TWCM
4860
True Wind Capital Management
California
$162M +$929K +0.6% 2.23% 177% 3
HZ
4861
Hixon Zuercher
Ohio
$162M +$5.7M +4% 9.16% 89.8% 60
LFGO
4862
Legacy Financial Group (Oklahoma)
Oklahoma
$162M 7.72% 62
KA
4863
Kailix Advisors
Florida
$162M 7.79% 8
CCC
4864
Cincinnati Casualty Company
Ohio
$162M +$19.8M +14% 14.8% 50.7% 26
SIAG
4865
Safeguard Investment Advisory Group
California
$162M +$16.2M +11% 6.64% 63.7% 101
CCM
4866
Carmel Capital Management
California
$162M +$8.94M +6% 12.9% 167% 36
AA
4867
Altman Advisors
Illinois
$162M +$3.65M +2% 9.61% 97
AC
4868
Aristides Capital
Kentucky
$162M +$45.1M +39% 4.97% 65.2% 266
SSW
4869
Smith Shellnut Wilson
Mississippi
$162M +$11.6M +8% 9.47% 66.3% 133
I2I
4870
Insight 2811 Inc
Illinois
$162M +$14.3M +10% 4.28% 20.4% 102
CC
4871
Constitution Capital
Connecticut
$162M +$12.4M +8% 9.26% 69.5% 71
WBC
4872
West Branch Capital
Massachusetts
$162M +$1M +0.6% 8.92% 126% 486
RHP
4873
Royal Harbor Partners
Texas
$162M +$15.6M +11% 7.59% 47.8% 79
SIC
4874
Sterling Investment Counsel
New York
$162M +$24.9M +18% 6.25% 69.6% 157
RHAM
4875
Round Hill Asset Management
California
$162M +$14.6M +10% 12.9% 44.7% 60