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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BFA
5151
Bluestem Financial Advisors
Illinois
$198M +$4.37M +2% 0.15% 29.5% 28
RFA
5152
Register Financial Advisors
Georgia
$198M +$5.13M +3% 0.48% 772
HOWA
5153
Heritage Oak Wealth Advisors
Florida
$198M 15.1% 88
MCS
5154
Mithaq Capital SPC
Saudi Arabia
$198M -$185M -48% 20.8% 57.7% 4
NIF
5155
Nalanda India Fund
Mauritius
$198M -$41.9M -17% 3.9% 15.3% 1
PL
5156
Polianta Ltd
Jersey
$198M -$7.62M -4% 3.53% 30.4% 101
IWMWV
5157
Ironwood Wealth Management (West Virginia)
West Virginia
$198M +$6.86M +4% 0.26% 27.3% 22
UAM
5158
Unison Asset Management
Florida
$198M +$6.6M +3% 3.19% 107% 33
KIG
5159
Kennedy Investment Group
New Jersey
$197M +$10.1M +5% 4.4% 126
WCM
5160
Wisconsin Capital Management
Wisconsin
$197M +$6.85M +4% 7.16% 145% 50
BC
5161
Beaconlight Capital
New York
$197M -$25.6M -11% 2.4% 149% 36
PWA
5162
Prairie Wealth Advisors
Nebraska
$197M -$15.9M -7% 6.73% 171
AWS
5163
Arkfeld Wealth Strategies
Nebraska
$197M +$14.7M +8% 3.77% 68.3% 97
GCM
5164
Gator Capital Management
Florida
$197M +$2.03M +1% 1.01% 162% 67
DVF
5165
Discovery Value Fund
Singapore
$197M -$91.9M -32% 18.3% 212% 7
MAS
5166
Madden Advisory Services
Florida
$197M +$6.92M +4% 1.76% 46.3% 94
PWM
5167
Pacific Wealth Management
California
$196M +$21.2M +12% 1.81% 30.5% 27
JCM
5168
JS Capital Management
New York
$196M -$44M -18% 18.3% 7.61% 1
FFC
5169
First Financial Corp
Indiana
$196M -$696K -0.4% 2.04% 64.8% 561
ACM
5170
Ayrshire Capital Management
Connecticut
$196M +$11.4M +6% 2.91% 76.9% 48
BA
5171
Bluesphere Advisors
Pennsylvania
$196M +$15.7M +9% 6.43% 84.7% 106
VCM
5172
Verger Capital Management
North Carolina
$196M +$420K +0.2% 1.33% 42.2% 13
SSWM
5173
Strait & Sound Wealth Management
California
$196M +$17.2M +10% 5.43% 157
IPA
5174
Investment Planning Advisors
Georgia
$196M 0.99% 59
LJCM
5175
Lee Johnson Capital Management
Texas
$196M +$3.55M +2% 0.37% 67.6% 24