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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TWS
5101
Thomas W. Smith
$145M -$9.27M -6% 2.93% 3.57% 8
OFW
5102
Omnia Family Wealth
Florida
$145M -$11M -7% 1.54% 72.5% 75
CCP
5103
Cassia Capital Partners
North Carolina
$145M +$12.3M +9% 0.96% 37.8% 137
MWM
5104
Midwest Wealth Management
Indiana
$145M +$5.28M +4% 0.96% 102
SFS
5105
Solitude Financial Services
Virginia
$145M +$7.3M +5% 2.2% 41.7% 42
JA
5106
JVL Associates
Michigan
$145M +$89K +0.1% 0.57% 61.5% 37
IWA
5107
IVC Wealth Advisors
Pennsylvania
$145M +$2.85M +2% 0.08% 58.2% 147
PHM
5108
Prospect Hill Management
New Jersey
$145M +$6.69M +5% 4.93% 99.3% 17
NPP
5109
New Potomac Partners
Maryland
$145M -$2.14M -1% 0.7% 37.2% 65
FDS
5110
First Dallas Securities
Texas
$145M -$7.7M -5% 4.08% 132% 126
CG
5111
Clarus Group
Texas
$145M +$11.2M +8% 1.74% 69.5% 115
GAA
5112
Green Alpha Advisors
Colorado
$145M -$2.08M -1% 2.99% 117% 130
6C
5113
6elm Capital
New York
$145M -$13M -8% 2.79% 18
PWM
5114
Purus Wealth Management
California
$145M +$5.75M +4% 0.16% 146% 108
II
5115
Ibex Investors
Colorado
$145M -$20M -12% 2.18% 39% 64
A
5116
Attestor
United Kingdom
$145M -$6.66M -4% 4.22% 53.6% 3
TP
5117
Truvvo Partners
New York
$144M -$1.54M -1% 2.57% 18.5% 32
SCA
5118
St. Clair Advisors
Ohio
$144M +$10.9M +8% 0.19% 58% 51
CBT
5119
CoreFirst Bank & Trust
Kansas
$144M -$2.65M -2% 1.11% 48.5% 453
PCM
5120
Pointe Capital Management
Michigan
$144M +$2.03M +1% 0.23% 58.6% 153
APCM
5121
Arbiter Partners Capital Management
New York
$144M -$21M -13% 2.04% 176% 37
PIM
5122
Profit Investment Management
Maryland
$144M -$45.4M -24% 1.27% 84.6% 90
PWA
5123
Providence Wealth Advisors
Illinois
$144M -$2.76M -2% 0.83% 85.3% 100
SCM
5124
Solas Capital Management
Connecticut
$144M +$1.18M +0.8% 4.14% 50.3% 27
AIC
5125
Aurora Investment Counsel
Georgia
$144M +$497K +0.3% 0.06% 52% 135