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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BIP
5101
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 5.95% 128% 67
OCM
5102
Orser Capital Management
Texas
$164M -$34.4M -17% 5.29% 123% 105
RCA
5103
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 7.06% 7.31% 25
AWM
5104
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 0.53% 36.4% 128
SRA
5105
Summit Rock Advisors
New York
$163M -$3.94M -2% 24% 86% 10
NIP
5106
Norwood Investment Partners
California
$163M -$20M -11% 10.3% 74.9% 12
CA
5107
Corrado Advisors
New Jersey
$163M -$3.64M -2% 4.62% 37.9% 118
AMC
5108
Asset Management Corp
Illinois
$163M -$9.31M -5% 3.76% 44.6% 176
CPWA
5109
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 4.54% 123
LAIC
5110
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 3.54% 76.7% 90
BAM
5111
Bellevue Asset Management
Washington
$163M -$6.64M -4% 5.84% 68% 588
HWMG
5112
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 4.96% 46.6% 100
DCM
5113
DGS Capital Management
New Jersey
$163M +$2.44M +2% 7.64% 110% 219
BMA
5114
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 0.25% 49.3% 102
LA
5115
Lindenwold Advisors
Pennsylvania
$163M -$8.48M -5% 5.71% 56.7% 139
BP
5116
BFAM Partners
Hong Kong
$163M +$45.8M +39% 8.09% 18.2% 8
TRIA
5117
Trail Ridge Investment Advisors
Colorado
$163M -$3.71M -2% 4.89% 69.5% 142
SCM
5118
Spreng Capital Management
Ohio
$163M -$10.8M -6% 2.13% 66.1% 111
GWCM
5119
Godshalk Welsh Capital Management
Pennsylvania
$163M -$12.9M -7% 3.84% 54.9% 119
PWS
5120
Peterson Wealth Services
Utah
$163M +$11.9M +8% 0.71% 128% 95
SAMC
5121
Spectrum Asset Management (Connecticut)
Connecticut
$163M 10.1% 3.77% 8
BCM
5122
Birch Capital Management
Texas
$163M -$4.21M -3% 1.92% 58.8% 85
CF
5123
Concorde Financial
Texas
$163M +$3.55M +2% 4.78% 64.4% 145
CC
5124
Codex Capital
New York
$163M -$29.7M -15% 7.63% 84.4% 42
SL
5125
SIB LLC
New York
$163M -$30.3M -16% 14.4% 29.1% 19