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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWP
4926
Elevation Wealth Partners
California
$231M -$5.36M -2% 2.43% 520
DG
4927
Daventry Group
New York
$231M -$30.6M -12% 10.9% 12.9% 10
ACH
4928
Axis Capital Holdings
Bermuda
$231M -$158K -0.1% 4.23% 62.2% 3
SFS
4929
Searcy Financial Services
Kansas
$231M +$14.6M +7% 1.47% 48.4% 28
ACM
4930
Ardent Capital Management
Ohio
$231M +$11.3M +5% 5.34% 82.1% 46
ALC
4931
Alexander Labrunerie & Co
Missouri
$231M +$4.75M +2% 2.08% 112
CPW
4932
Crestmont Private Wealth
Texas
$231M +$8.7M +4% 1.5% 44% 88
BHMP
4933
Bardin Hill Management Partners
New York
$231M +$52.8M +30% 6.02% 277% 42
AWS
4934
Arkfeld Wealth Strategies
Nebraska
$231M +$13M +6% 0.25% 68.3% 99
OWM
4935
OneAscent Wealth Management
Alabama
$231M -$11.8M -5% 0.65% 35% 168
NRC
4936
New Republic Capital
North Carolina
$231M +$77.5M +51% 2.4% 258
HA
4937
Hanover Advisors
South Carolina
$231M -$7.76M -3% 2.76% 97
FPGT
4938
Financial Partners Group (Tennessee)
Tennessee
$230M -$10.4M -4% 0.41% 96
FPCG
4939
Forum Private Client Group
Indiana
$230M +$5.78M +3% 0.27% 39.1% 78
CFG
4940
Cambridge Financial Group
Ohio
$230M -$11.8M -5% 0.62% 36
JCM
4941
Jacobsen Capital Management
Utah
$230M -$4.72M -2% 1.59% 63.4% 104
SWM
4942
Selective Wealth Management
Virginia
$230M -$16.5M -7% 2.89% 109
BIMC
4943
Benson Investment Management Company
Virginia
$230M -$11M -5% 3.2% 78.1% 60
SCG
4944
Sonata Capital Group
Washington
$230M -$11.8M -5% 3.53% 52.1% 114
MC
4945
McCarthy & Cox
Ohio
$230M -$58.5M -20% 2.01% 68
CCM
4946
Cutter Capital Management
New York
$230M -$14.4M -6% 2.37% 31
DA
4947
Dover Advisors
Virginia
$230M +$55.2M +32% 0.21% 167
BC
4948
Bayforest Capital
United Kingdom
$230M +$150M +188% 3.75% 926
DCM
4949
Dean Capital Management
Kansas
$230M -$5.34M -2% 1.38% 35.2% 138
FF
4950
Fluent Financial
Texas
$230M +$3.5M +2% 1.23% 36.1% 77