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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MCA
5101
Mendon Capital Advisors
Florida
$216M +$38.7M +22% 6.21% 59
IFPG
5102
Intrepid Financial Planning Group
Indiana
$216M -$20.8M -9% 3.72% 64.7% 129
FI
5103
FIDELIS iM
Oregon
$216M +$12.2M +6% 1.1% 29.8% 23
WMP
5104
Wealth Management Partners
Arizona
$216M -$15.8M -7% 5.34% 127% 123
HCM
5105
Hall Capital Management
Rhode Island
$216M +$1.49M +0.7% 0.47% 105
DJC
5106
Daily Journal Corp
California
$216M +$6.33M +3% 5.5% 79.3% 4
FCP
5107
Fosse Capital Partners
United Kingdom
$216M -$54.5M -20% 9.62% 124% 3
TWM
5108
Trueblood Wealth Management
Ohio
$216M +$12.7M +6% 0.82% 243
IAM
5109
Infusive Asset Management
New York
$216M -$9M -4% 3% 67.6% 42
KIG
5110
Kennedy Investment Group
New Jersey
$215M -$5.58M -3% 3.6% 132
MLA
5111
MB, Levis & Associates
Pennsylvania
$215M +$15.7M +8% 0.46% 296
PPWM
5112
Paragon Private Wealth Management
Kentucky
$215M -$1.31M -0.6% 3.35% 67.7% 196
HM
5113
Harvest Management
New York
$215M +$23.6M +12% 22.9% 633% 73
WI
5114
WJ Interests
Texas
$215M +$7.74M +4% 0.36% 37.2% 23
SSWM
5115
Strait & Sound Wealth Management
California
$215M -$376K -0.2% 2.92% 157
NL
5116
NKCFO LLC
Illinois
$215M -$12.4M -5% 12.4% 131% 133
FFP
5117
Freedom Financial Partners
Minnesota
$215M +$7.44M +4% 1.65% 79
CCM
5118
Colorado Capital Management
Colorado
$215M +$8.21M +4% 2.36% 41.9% 103
SPA
5119
Sherbrooke Park Advisers
New York
$215M -$98.7M -31% 6.03% 988
MAS
5120
Madden Advisory Services
Florida
$215M -$835K -0.4% 1.19% 46.3% 101
LSC
5121
Logan Stone Capital
Illinois
$215M -$84.1M -28% 1.45% 40.9% 120
AIP
5122
Arrowpoint Investment Partners
Singapore
$215M +$50.4M +31% 0.65% 539
MPPW
5123
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$418K +0.2% 1.62% 53% 148
RI
5124
Ridgewood Investments
New Jersey
$214M +$7.33M +4% 2.15% 46.1% 716
SCP
5125
Sivia Capital Partners
California
$214M +$13.1M +7% 5.05% 307