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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AI
5026
AXS Investments
New York
$244M -$118M -33% 13.4% 88% 217
TLA
5027
Tanglewood Legacy Advisors
Texas
$244M +$15.6M +7% 8.02% 303
PPA
5028
Painted Porch Advisors
California
$244M +$4.78M +2% 2.78% 558
GIM
5029
Goodlander Investment Management
Texas
$244M +$126M +108% 60.4% 17
NCM
5030
NCM Capital Management
New Jersey
$244M +$21.2M +10% 9.05% 75.5% 181
KIG
5031
Kessler Investment Group
Indiana
$244M +$38.8M +19% 28.7% 191% 219
APIM
5032
Agate Pass Investment Management
Washington
$244M +$9.77M +4% 6.72% 53.1% 110
1CM
5033
14B Capital Management
California
$243M +$3.3M +1% 9.59% 15
DCM
5034
Dean Capital Management
Kansas
$243M +$13.8M +6% 4.18% 35.2% 140
HFCIV
5035
H&F Corporate Investors VIII
California
$243M +$132M +119% 119% 23.5% 1
NIWA
5036
New Insight Wealth Advisors
California
$243M +$22.8M +10% 9.64% 109
1W
5037
1776 Wealth
Georgia
$243M +$25.1M +12% 13.6% 96.7% 149
FF
5038
Fluent Financial
Texas
$243M +$13.3M +6% 2.49% 36.1% 77
JIC
5039
Juniper Investment Company
New York
$243M +$20.7M +9% 18.2% 263% 11
FCG
5040
Financial Connections Group
California
$242M +$19.7M +9% 8.98% 46.8% 263
TC
5041
TAGStone Capital
North Carolina
$242M +$39.1M +19% 7.22% 51.5% 114
WF
5042
Warner Financial
Maryland
$242M +$16.2M +7% 9.04% 52.2% 118
RFG
5043
RFP Financial Group
Georgia
$242M -$6.46M -3% 5.65% 131
YCG
5044
Yeomans Consulting Group
Georgia
$242M -$16.7M -6% 9.16% 111
IVMX
5045
Institutional Venture Management XV
California
$242M +$44.1M +22% 38.2% 182% 4
SCM
5046
Spreng Capital Management
Ohio
$242M +$20.8M +9% 9.9% 66.1% 77
AWMT
5047
AAFMAA Wealth Management & Trust
North Carolina
$242M +$21.6M +10% 8.65% 62.6% 86
DWM
5048
Denver Wealth Management
Colorado
$242M +$22.5M +10% 9.18% 50.6% 93
SCM
5049
Stonehearth Capital Management
Massachusetts
$241M -$187K -0.1% 8.99% 49.2% 102
TAA
5050
Turiya Advisors Asia
Hong Kong
$241M +$176M +271% 12.8% 56.1% 4