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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DWMG
5076
DB Wealth Management Group
California
$166M -$3.14M -2% 4.09% 19% 406
TCMP
5077
Thrive Capital Management (Pennsylvania)
Pennsylvania
$166M +$12.2M +8% 4.39% 40.5% 119
GIA
5078
G2VP I Associates
California
$166M -$13.6M -8% 7.57% 1
CSB
5079
City State Bank
Iowa
$166M +$3.26M +2% 1.47% 47.2% 718
SAM
5080
Scion Asset Management
California
$165M +$91M +122% 5.47% 10.5% 17
TCB
5081
Texas Capital Bancshares
Texas
$165M -$1.77M -1% 3.91% 141% 91
SSCM
5082
Summit Street Capital Management
New York
$165M +$4.95M +3% 3.25% 76.4% 32
FNBOSM
5083
First National Bank of South Miami
Florida
$165M +$6K +0% 3.63% 35.2% 361
TFA
5084
TPG Financial Advisors
Oregon
$165M +$2.01M +1% 4.9% 38
FMB
5085
Field & Main Bank
Kentucky
$165M -$8.19M -5% 2.67% 94.5% 236
OCM
5086
Orion Capital Management
California
$165M -$10.8M -6% 6.03% 72.7% 419
SCM
5087
Solas Capital Management
Connecticut
$165M +$24.9M +18% 2.19% 50.3% 31
FFC
5088
First Financial Corp
Indiana
$165M +$1.4M +0.9% 3.36% 64.8% 365
TCM
5089
Trybe Capital Management
Connecticut
$165M -$24.6M -13% 7.94% 113% 11
SIC
5090
Samalin Investment Counsel
New York
$165M -$1.6M -1% 1.82% 51.4% 273
MWM
5091
Midwest Wealth Management
Indiana
$165M +$4.88M +3% 0.54% 104
GB
5092
Goepper Burkhardt
South Carolina
$165M -$3.54M -2% 4.35% 48.2% 73
PWM
5093
Provident Wealth Management
Tennessee
$165M +$12.4M +8% 3.46% 43.5% 107
FLC
5094
Fifth Lane Capital
Texas
$165M -$5.79M -3% 0.29% 103% 458
SFA
5095
Seneca Financial Advisors
New York
$165M -$4.35M -3% 4.89% 38.8% 51
IAG
5096
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 3.88% 49.1% 133
AIA
5097
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 4.82% 43% 115
JPLA
5098
Joseph P. Lucia & Associates
New York
$164M +$7.09M +5% 4.99% 60.4% 484
JAMONY
5099
Jacob Asset Management of New York
California
$164M -$59.6M -27% 14.1% 22.5% 79
CIA
5100
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 0.9% 60.3% 277