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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RDFA
5026
Ritter Daniher Financial Advisory
Ohio
$141M -$4.39M -3% 13.1% 50.1% 269
LA
5027
Lindenwold Advisors
Pennsylvania
$141M -$22.3M -14% 11.9% 56.7% 127
UFM
5028
Ursa Fund Management
California
$141M +$16.5M +13% 3.12% 20.1% 66
CAAM
5029
Cornerstone Advisors Asset Management
Pennsylvania
$140M -$3.68M -3% 11.6% 33.6% 72
HA
5030
HC Advisors
Georgia
$140M -$17.2M -11% 12.2% 52.2% 87
LBC
5031
Lawrence B. Cohen
$140M -$28.4M -17% 16.7% 41.8% 65
SWM
5032
Soundmark Wealth Management
Washington
$140M -$2.42M -2% 13% 17.1% 65
SFP
5033
Sandbox Financial Partners
Maryland
$140M -$34.6M -20% 16.9% 79.8% 100
LR
5034
Library Research
Hong Kong
$140M +$16.4M +13% 20.5% 22.4% 5
JRCM
5035
Jones Road Capital Management
New York
$140M -$33.7M -19% 11.1% 50.8% 62
MIC
5036
Maxi Investments CY
Cyprus
$140M -$30M -18% 8.44% 62.4% 65
NC
5037
Naman Capital
Brazil
$140M -$13.4M -9% 11.2% 92.3% 17
ACM
5038
Aisling Capital Management
New York
$140M -$45.1M -24% 3.25% 1,171% 21
BCM
5039
Birch Capital Management
Texas
$140M -$22.5M -14% 12.3% 58.8% 104
PWA
5040
PCG Wealth Advisors
Kansas
$140M -$17.3M -11% 13.9% 55.6% 97
EPIM
5041
Equinox Partners Investment Management
Connecticut
$140M -$36.2M -21% 26.3% 64.3% 12
WCM
5042
WestBridge Capital Management
Mauritius
$140M -$69.1M -33% 8.63% 40.6% 3
AWA
5043
ARQ Wealth Advisors
Arizona
$140M -$8.79M -6% 14.4% 43.7% 52
SVG
5044
Sun Valley Gold
Idaho
$140M -$52.9M -27% 26.4% 168% 11
LW
5045
Libra Wealth
California
$140M -$34.9M -20% 12% 44.5% 55
GIM
5046
Greenwich Investment Management
Connecticut
$140M -$27.2M -16% 13.4% 69
TF
5047
Theory Financial
Colorado
$139M -$11.6M -8% 10.9% 70
SWP
5048
ShoreHaven Wealth Partners
New Jersey
$139M -$50.2M -26% 13.7% 45.2% 90
GWCM
5049
Godshalk Welsh Capital Management
Pennsylvania
$139M -$23.5M -14% 11.5% 54.9% 117
DP
5050
Divergent Planning
Maryland
$139M -$17.1M -11% 12.9% 34% 23