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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWA
5026
Carolina Wealth Advisors
South Carolina
$177M +$26M +17% 9.31% 49% 300
SOCM
5027
SR One Capital Management
Pennsylvania
$177M 18% 189% 2
CWA
5028
Centennial Wealth Advisory
Michigan
$177M +$9.48M +6% 6.94% 44.3% 99
VIP
5029
Viewpoint Investment Partners
Alberta, Canada
$177M +$5.26M +3% 5.46% 22% 13
HCM
5030
Hall Capital Management
Rhode Island
$177M +$20.2M +13% 11.6% 98
XT
5031
XTX Topco
Cayman Islands
$177M -$121M -41% 2.57% 47.5% 1,117
CFA
5032
Camarda Financial Advisors
Florida
$177M +$28.3M +19% 11.1% 123% 116
TPW
5033
TL Private Wealth
Texas
$177M -$6.35M -3% 5.75% 42.1% 51
SI
5034
Saxon Interests
Texas
$177M 8.32% 56.6% 125
CSA
5035
Cottage Street Advisors
Massachusetts
$177M +$27.9M +19% 10.1% 73.3% 109
PCM
5036
Passive Capital Management
Maryland
$177M 5.82% 22.1% 48
BFG
5037
Baron Financial Group
New Jersey
$176M +$11.8M +7% 3.5% 37.1% 226
NL
5038
NEPC LLC
Massachusetts
$176M -$164M -48% 4.06% 16.9% 52
MP
5039
Marlowe Partners
New York
$176M +$8.41M +5% 6.83% 16.3% 10
ACM
5040
Anabranch Capital Management
Connecticut
$176M +$2.16M +1% 3.97% 284% 8
CI
5041
Carroll Investors
South Carolina
$176M 11.9% 206% 202
BCM
5042
Beddow Capital Management
Wyoming
$176M +$9.18M +5% 3.1% 53.8% 53
NS
5043
Newman & Schimel
Illinois
$176M +$16.3M +10% 5.75% 52
I2I
5044
Insight 2811 Inc
Illinois
$176M +$6.94M +4% 3.26% 20.4% 87
MCMI
5045
Matrix China Management IV
Cayman Islands
$176M 41.6% 1
OCM
5046
Orleans Capital Management
Louisiana
$176M +$19.4M +12% 13.3% 62.7% 82
OCM
5047
Orion Capital Management
California
$176M +$11M +7% 7.47% 72.7% 389
PIA
5048
Powell Investment Advisors
Florida
$176M +$14M +9% 6.28% 56.3% 141
SIAG
5049
Signet Investment Advisory Group
Rhode Island
$176M +$17.3M +11% 9.88% 54.8% 88
EC
5050
Euclidean Capital
New York
$176M -$29.8M -15% 0.41% 17.7% 12