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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RWM
5001
Revisor Wealth Management
Ohio
$225M +$116M +107% 0.79% 226
AWG
5002
Alpha Wave Global
New York
$224M +$8.55M +4% 5.93% 124% 28
CCM
5003
Chaney Capital Management
Washington
$224M +$13.1M +6% 2.55% 38
VH
5004
V3 Holding
New York
$224M -$228M -50% 50.4% 1
HH
5005
HWG Holdings
Texas
$224M -$81.1M -27% 3.33% 140
CIA
5006
Corigliano Investment Advisers
North Carolina
$224M +$15.4M +7% 2.21% 55
T
5007
Transce3nd
Texas
$224M -$71.3M -24% 1.27% 1,632
OPPS
5008
Obsidian Personal Planning Solutions
Maryland
$224M +$16.6M +8% 0.27% 41.2% 113
AB
5009
ANB Bank
Colorado
$224M -$3.97M -2% 0.6% 125
SIM
5010
Sims Investment Management
Ohio
$224M +$46.9M +27% 5.82% 45
MCM
5011
Moerus Capital Management
New York
$224M -$50.4M -18% 8.05% 237% 19
EML
5012
Eos Management LP
New York
$224M -$13.9M -6% 0.24% 149% 43
NWWA
5013
New Wave Wealth Advisors
Arkansas
$223M -$20.8M -9% 2.79% 719
EF
5014
Exeter Financial
Arizona
$223M +$4.48M +2% 2.06% 38.4% 91
LAM
5015
Lynch Asset Management
Pennsylvania
$223M -$24.1M -10% 8.65% 196% 45
OFS
5016
OMC Financial Services
New York
$223M -$12.4M -5% 2.56% 63
FCG
5017
Financial Connections Group
California
$223M +$14.7M +7% 1.6% 46.8% 246
HFRG
5018
Houlihan Financial Resource Group
Virginia
$223M -$11.9M -5% 2.33% 40.5% 105
FWM
5019
Forza Wealth Management
Florida
$222M +$2.99M +1% 2.54% 184
HBW
5020
Hazlett, Burt & Watson
West Virginia
$222M -$3.45M -2% 1.83% 66.1% 862
NCM
5021
NCM Capital Management
New Jersey
$222M +$450K +0.2% 0.74% 75.5% 176
AP
5022
Affinity Partners
Florida
$222M -$38.7M -15% 14.8% 1
RA
5023
Rockingstone Advisors
Massachusetts
$222M -$4.22M -2% 0.08% 104
PTEAP
5024
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$222M +$91.7M +70% 8.33% 12
JIC
5025
Juniper Investment Company
New York
$222M -$31.6M -12% 10.6% 263% 11