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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IP
4951
Isomer Partners
New York
$173M -$1.73M -1% 10.7% 47.2% 16
TLA
4952
Tanglewood Legacy Advisors
Texas
$173M +$16.2M +10% 6.73% 287
AIA
4953
Affinity Investment Advisors
California
$173M -$14.3M -8% 6.8% 103% 212
HSWM
4954
Hubbell Strickland Wealth Management
Louisiana
$173M +$7.94M +5% 5.1% 49.2% 71
MGM
4955
Miura Global Management
New York
$173M +$649K +0.4% 10.1% 396% 27
RGF
4956
Retirement Guys Formula
Ohio
$173M +$33M +24% 4.68% 55.2% 128
BC
4957
Barrett & Company
Rhode Island
$172M +$14.6M +9% 6.96% 63% 621
LSA
4958
Lansing Street Advisors
Pennsylvania
$172M +$12.7M +8% 5.77% 312
NERM
4959
New England Research & Management
Illinois
$172M +$1.91M +1% 3.29% 33.3% 161
FCCPG
4960
FountainVest China Capital Partners GP3
Cayman Islands
$172M -$54.9M -24% 10.9% 171% 1
HA
4961
HC Advisors
Georgia
$172M +$10.5M +7% 3.91% 52.2% 84
TCM
4962
Trybe Capital Management
Connecticut
$172M +$60.6M +54% 12.9% 113% 12
SFS
4963
Searcy Financial Services
Kansas
$172M +$9.98M +6% 6.21% 48.4% 21
OCPWS
4964
One Charles Private Wealth Services
Massachusetts
$172M +$11.1M +7% 8.44% 109% 129
WMR
4965
Wealth Management Resources
Rhode Island
$172M +$9.41M +6% 1.94% 23.5% 48
IAMH
4966
IvyRock Asset Management (HK)
Hong Kong
$172M -$23.5M -12% 3.03% 133% 19
PWA
4967
Phoenix Wealth Advisors
North Carolina
$172M +$10.2M +6% 4.65% 57.2% 113
IWMWV
4968
Ironwood Wealth Management (West Virginia)
West Virginia
$172M +$4M +2% 2.78% 27.3% 24
AI
4969
Acuitas Investments
Washington
$172M +$74.9M +77% 8.49% 222% 117
PBC
4970
Pavion Blue Capital
California
$172M +$9.21M +6% 6.11% 70.6% 99
SCM
4971
Segra Capital Management
Florida
$172M +$30.7M +22% 18.4% 148% 6
AFS
4972
Access Financial Services
Minnesota
$172M +$6.99M +4% 3.49% 35.5% 90
1CM
4973
1492 Capital Management
Wisconsin
$171M +$9.89M +6% 11.3% 178% 117
BTIM
4974
BancFirst Trust & Investment Management
Oklahoma
$171M +$4.02M +2% 6.1% 34.1% 46
MIM
4975
Moseley Investment Management
Florida
$171M +$17.3M +11% 10.7% 110% 148