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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DRS
5176
Deane Retirement Strategies
Louisiana
$210M +$11M +6% 3.79% 46.9% 78
PBC
5177
Pavion Blue Capital
California
$210M -$3.21M -2% 0.97% 70.6% 105
DTC
5178
Davidson Trust Company
Washington
$210M +$15.4M +8% 1.09% 52.3% 168
WFS
5179
Weitzel Financial Services
Iowa
$210M -$2.46M -1% 0.06% 31.7% 41
LWMI
5180
Landmark Wealth Management (Illinois)
Illinois
$210M +$4.22M +2% 0.11% 49
DWS
5181
Discipline Wealth Solutions
South Carolina
$210M -$6.38M -3% 1% 79
FWP
5182
Firethorn Wealth Partners
Georgia
$210M +$8.2M +4% 1.8% 53.7% 177
HAM
5183
Honeycomb Asset Management
New York
$209M -$58.6M -22% 7.92% 166% 41
SC
5184
Saiph Capital
New Jersey
$209M -$10.9M -5% 4.41% 50.1% 53
AIP
5185
Alexis Investment Partners
Texas
$209M +$4.68M +2% 2.63% 93
BCH
5186
Berkshire Capital Holdings
California
$209M -$67.6M -24% 5.1% 1,213% 102
GFP
5187
Guardian Financial Partners
California
$209M +$40.7M +24% 1% 36.2% 57
KC
5188
Kinloch Capital
Virginia
$209M +$9.46M +5% 4.27% 39.1% 85
MWM
5189
MBE Wealth Management
Wisconsin
$209M +$31.5M +18% 1.85% 47.9% 129
HCM
5190
Heights Capital Management
California
$209M +$7.63M +4% 14.2% 164
FOA
5191
Five Oceans Advisors
California
$209M -$9.29M -4% 0.29% 62.1% 192
WCM
5192
Westerly Capital Management
California
$209M +$28M +15% 6.55% 53.5% 49
SWP
5193
ShoreHaven Wealth Partners
New Jersey
$209M -$2.97M -1% 1.44% 45.2% 94
BSA
5194
Bull Street Advisors
Georgia
$209M +$1.33M +0.6% 2.3% 35.1% 91
CCA
5195
Cora Capital Advisors
New Jersey
$209M +$1.17M +0.6% 3.41% 112
OAM
5196
Oxford Asset Management
United Kingdom
$209M -$14.2M -6% 0.76% 750
CG
5197
Corundum Group
Colorado
$209M -$59.3M -22% 1.46% 63.8% 104
NCM
5198
Next Capital Management
New York
$208M -$34.8M -14% 2.6% 67.4% 150
BAM
5199
Bosun Asset Management
Illinois
$208M -$14.3M -6% 0.58% 221% 224
SWAG
5200
Spectrum Wealth Advisory Group
California
$208M -$3.73M -2% 3.77% 60.6% 60