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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
UMC
4901
UNC Management Company
North Carolina
$166M -$161K -0.1% 0.4% 74.7% 3
SIC
4902
Samalin Investment Counsel
New York
$166M +$7.7M +5% 5.06% 51.4% 274
DR
4903
Davis Rea
Ontario, Canada
$166M +$5.87M +4% 11.2% 62.7% 44
SFP
4904
Sandbox Financial Partners
Maryland
$166M +$21.2M +15% 10.7% 79.8% 98
CF
4905
CNA Financial
Illinois
$166M +$1.31M +0.8% 5.48% 79.4% 82
NEPPG
4906
New England Professional Planning Group
Rhode Island
$166M -$12.4M -7% 4.75% 46.1% 43
WIP
4907
WealthCare Investment Partners
Rhode Island
$165M +$18.5M +13% 3.62% 42.9% 132
MS
4908
Marshall & Sullivan
Washington
$165M +$5.67M +4% 6.44% 61% 96
SCM
4909
Sitrin Capital Management
California
$165M +$8.08M +5% 9.33% 105% 40
RPCA
4910
Running Point Capital Advisors
California
$165M +$2.27M +1% 7.45% 41.3% 215
TL
4911
Tradewinds LLC
North Carolina
$165M +$9.87M +6% 5.16% 232
JCI
4912
Jet Capital Investors
New York
$165M +$15M +10% 4.49% 68.3% 21
PCMK
4913
Paragon Capital Management (Kansas)
Kansas
$165M +$4.47M +3% 6.1% 64.7% 52
CC
4914
Constitution Capital
Connecticut
$165M +$3M +2% 6.66% 69.5% 70
EP
4915
Essential Planning
New Hampshire
$165M +$34.6M +27% 4.2% 30.1% 55
LAM
4916
Lapides Asset Management
Connecticut
$165M -$22.7M -12% 2.47% 62.9% 53
SWM
4917
Silverlake Wealth Management
Vermont
$165M +$4.53M +3% 4.78% 53.1% 223
HH
4918
HWG Holdings
Texas
$165M +$11.5M +8% 16.1% 138
LC
4919
Littlejohn & Co
Connecticut
$165M -$1.16M -0.7% 12.9% 76.1% 71
HSWM
4920
Hubbell Strickland Wealth Management
Louisiana
$165M +$401K +0.2% 4.06% 49.2% 68
SF
4921
Safeguard Financial
Wisconsin
$165M +$25.1M +18% 6.58% 21.9% 81
DCM
4922
Davidson Capital Management
Texas
$165M +$18.9M +13% 6.01% 67.1% 159
UHC
4923
Union Heritage Capital
Michigan
$165M +$677K +0.4% 6.38% 83.7% 53
SWM
4924
Seaside Wealth Management
California
$165M +$13.3M +9% 5.29% 39.4% 49
SSW
4925
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 5.23% 66.3% 135