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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SAM
5026
S.A. Mason
Michigan
$152M +$6.51M +4% 0.18% 79.9% 328
BAM
5027
Boyar Asset Management
New York
$152M -$3.41M -2% 1.57% 64.5% 86
JRCM
5028
Jones Road Capital Management
New York
$152M -$9.12M -6% 1.96% 50.8% 69
PWM
5029
Palumbo Wealth Management
New York
$152M +$2.69M +2% 0.67% 55.9% 106
JSMC
5030
Jess S. Morgan & Co
California
$152M -$629K -0.4% 0.64% 69.3% 42
TFA
5031
TPG Financial Advisors
Oregon
$151M +$9.01M +6% 1.17% 37
PWG
5032
Private Wealth Group
Florida
$151M +$298K +0.2% 0.9% 38.4% 41
BMC
5033
Beaton Management Company
Massachusetts
$151M -$6.02M -4% 1.09% 76.1% 138
HS
5034
HighVista Strategies
Massachusetts
$151M +$10.1M +7% 1.91% 176% 155
CWA
5035
Carolina Wealth Advisors
South Carolina
$151M +$2.61M +2% 0.53% 49% 310
SFA
5036
Seneca Financial Advisors
New York
$151M -$1.85M -1% 1.18% 38.8% 41
PHAM
5037
Portland Hill Asset Management
United Kingdom
$151M -$18.5M -11% 6.18% 30.2% 45
CWA
5038
Core Wealth Advisors
Florida
$151M +$843K +0.6% 0.71% 50.1% 211
FFA
5039
Fi3 Financial Advisors
Indiana
$151M +$4.85M +3% 5.24% 60.3% 45
CMBA
5040
C.M. Bidwell & Associates
Hawaii
$151M -$2.01M -1% 0.56% 62% 642
GC
5041
Greencape Capital
Australia
$151M +$57.9M +62% 6.98% 484% 2
FFC
5042
First Financial Corp
Indiana
$151M +$161K +0.1% 0.76% 64.8% 357
WQ
5043
Wealth Quarterback
New Jersey
$151M -$13.9M -8% 1.47% 61.9% 910
SSCM
5044
Summit Street Capital Management
New York
$150M -$5.67M -4% 3.86% 76.4% 32
WWM
5045
WJ Wealth Management
Arizona
$150M +$118M +366% 0.18% 77.2% 57
IACCGIA
5046
IDG-Accel China Capital GP II Associates
Hong Kong
$150M -$28.5M -16% 15.8% 2
CCIA
5047
Cherry Creek Investment Advisors
Colorado
$150M -$1.99M -1% 0.13% 123% 121
MA
5048
Mosaic Advisors
Texas
$150M -$3.18M -2% 0.85% 30.3% 46
AWM
5049
Activest Wealth Management
Florida
$150M +$17.1M +13% 0.94% 65.9% 417
VCA
5050
VIEX Capital Advisors
Florida
$150M +$10.5M +8% 6.42% 25.5% 16