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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CT
5101
Clearstead Trust
Maine
$135M -$33.1M -20% 6.86% 87.1% 188
CA
5102
Corrado Advisors
New Jersey
$135M +$5.21M +4% 4.51% 37.9% 97
JA
5103
JVL Associates
Michigan
$135M +$9.3M +7% 6.69% 61.5% 38
OFW
5104
Omnia Family Wealth
Florida
$135M +$25.2M +23% 3.01% 72.5% 79
SC
5105
Samjo Capital
New York
$135M +$17.6M +15% 27.4% 88.7% 22
BWM
5106
Benchmark Wealth Management
Connecticut
$135M +$2.97M +2% 4.43% 42.7% 47
VCA
5107
VIEX Capital Advisors
Florida
$135M +$12.2M +10% 5.83% 25.5% 12
LCM
5108
Lafitte Capital Management
Texas
$135M +$13.6M +11% 12.9% 55.1% 15
HS
5109
HighVista Strategies
Massachusetts
$135M -$22M -14% 3.88% 176% 156
CM
5110
CM Management
Florida
$135M +$26.7M +25% 16.3% 99.5% 101
BRC
5111
BHF RG Capital
Arizona
$135M +$1.92M +1% 3.15% 40
BI
5112
Berkeley Inc
Idaho
$134M +$10.7M +9% 6.95% 39.4% 83
CS
5113
Capital Square
Tennessee
$134M +$15M +13% 9.81% 37% 156
PA
5114
Proem Advisors
Texas
$134M +$32.7M +32% 32.2% 27
KAM
5115
Kopion Asset Management
Texas
$134M +$9.68M +8% 11.7% 95.6% 22
LCAM
5116
Long Corridor Asset Management
Hong Kong
$134M +$19.9M +17% 6.34% 79.6% 17
GA
5117
GoalVest Advisory
New York
$134M +$15.2M +13% 5.07% 66.1% 255
SFP
5118
Strategic Financial Planning
Texas
$134M +$20M +17% 5.87% 31.4% 32
CA
5119
Continental Advisors
Utah
$134M +$17.3M +15% 10.3% 26.3% 56
SN
5120
Sittner & Nelson
Oregon
$134M +$22.6M +20% 7.18% 79.8% 465
WMP
5121
Wealth Management Partners
Arizona
$134M +$6.37M +5% 4.27% 127% 131
SAM
5122
S.A. Mason
Michigan
$134M +$13.7M +11% 6.23% 79.9% 319
WA
5123
WESPAC Advisors
California
$134M +$4.3M +3% 12.2% 64.3% 191
SW
5124
Signify Wealth
Missouri
$134M +$7.34M +6% 2.92% 36.7% 19
PLU
5125
Performa Ltd (US)
South Carolina
$134M -$23M -15% 5.85% 49.1% 47