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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MWM
4976
MBE Wealth Management
Wisconsin
$137M -$6.27M -4% 5.34% 47.9% 64
OWA
4977
Opal Wealth Advisors
New York
$137M -$14.2M -9% 3.74% 46% 120
GPC
4978
Guardian Point Capital
Virginia
$137M -$45.1M -25% 0.42% 114% 11
LAS
4979
Lloyd Advisory Services
Georgia
$137M +$8.54M +7% 4.13% 80
RBC
4980
Rye Brook Capital
Connecticut
$137M -$27.3M -17% 6.12% 43.7% 23
SFS
4981
Solitude Financial Services
Virginia
$137M -$5.66M -4% 6.13% 41.7% 44
SIC
4982
Sterling Investment Counsel
New York
$137M +$5.87M +4% 5% 69.6% 153
CIM
4983
Chapman Investment Management
California
$137M -$8.02M -6% 2.32% 97.9% 46
SFP
4984
Sandbox Financial Partners
Maryland
$137M -$3.62M -3% 1.8% 79.8% 91
SST
4985
S Squared Technology
New York
$137M -$7.75M -5% 1.04% 160% 35
WAM
4986
Worth Asset Management
Texas
$137M -$9.61M -7% 0.54% 72.8% 594
IAM
4987
Impala Asset Management
Florida
$137M +$31.4M +30% 1.86% 49.3% 32
DCM
4988
Difesa Capital Management
New York
$136M -$11.9M -8% 5.11% 266
CFC
4989
Client First Capital
California
$136M +$6.28M +5% 4.34% 33.5% 24
HWM
4990
Horizon Wealth Management
Illinois
$136M -$105M -43% 3.35% 84.2% 114
STC
4991
Sarah T. Connolly
$136M -$10.5M -7% 5% 35% 97
WCM
4992
W Capital Management
New York
$136M -$41.7M -23% 31.9% 6
MECA
4993
Miller Equity Capital Advisors
Texas
$136M +$19.2M +16% 3.23% 23.7% 49
SIC
4994
Samalin Investment Counsel
New York
$136M -$5.55M -4% 5.73% 51.4% 246
MWM
4995
McNaughton Wealth Management
California
$136M -$5.21M -4% 5.43% 36.8% 55
MIM
4996
Moseley Investment Management
Florida
$136M -$7.08M -5% 3.25% 110% 155
HGM
4997
Highside Global Management
Texas
$136M -$37.4M -22% 6.76% 11.1% 19
AW
4998
Alaethes Wealth
Nevada
$136M +$1.16M +0.9% 3.4% 89.4% 106
TC
4999
Toews Corporation
New Jersey
$136M -$14.1M -9% 6.28% 26% 118
BMCM
5000
Burns Matteson Capital Management
New York
$136M -$6.31M -4% 5.79% 53.5% 150