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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWM
5201
AAF Wealth Management
Massachusetts
$125M -$7.35M -6% 6.44% 53.2% 37
CASB
5202
Cape Ann Savings Bank
Massachusetts
$125M -$5.3M -4% 4.91% 53.2% 82
TWM
5203
Trinity Wealth Management
Pennsylvania
$125M -$3.4M -3% 4.95% 39.5% 39
ADMI
5204
Albert D. Mason Inc
Massachusetts
$125M -$9.73M -7% 4.45% 50.8% 153
SAMC
5205
Spectrum Asset Management (Connecticut)
Connecticut
$125M -$8.63M -6% 2.46% 3.77% 8
FGG
5206
Financial Guidance Group
Florida
$125M -$2.54M -2% 4.48% 43.7% 52
RFP
5207
Roth Financial Partners
Texas
$125M -$571K -0.5% 6.86% 47.6% 27
GCM
5208
Gables Capital Management
Florida
$125M -$7.75M -6% 1.5% 135% 362
G1
5209
Greylock 15
California
$125M +$18M +17% 20.3% 17.8% 4
TCFP
5210
Treasure Coast Financial Planning
Florida
$125M -$4.52M -4% 5.35% 25.4% 36
WR
5211
WD Rutherford
Oregon
$125M -$4.97M -4% 6.41% 137% 135
WWM
5212
Wolff Wiese Magana
California
$124M -$12.5M -9% 5.82% 87.6% 1,011
EPIM
5213
Equinox Partners Investment Management
Connecticut
$124M -$15.6M -11% 5.69% 64.3% 12
GBWM
5214
Granite Bay Wealth Management
New Hampshire
$124M -$4.5M -3% 4.22% 46.8% 59
WF
5215
Warner Financial
Maryland
$124M +$15.6M +14% 5.31% 52.2% 83
KCM
5216
Kennicott Capital Management
California
$124M -$6.35M -5% 4.36% 81% 43
IWA
5217
IVC Wealth Advisors
Pennsylvania
$124M -$5M -4% 4.1% 58.2% 147
LI
5218
Latash Investments
Alaska
$124M +$2.51M +2% 2.73% 125% 22
CI
5219
Carroll Investors
South Carolina
$124M +$14.1M +13% 1.75% 206% 49
TLCM
5220
Twin Lakes Capital Management
California
$124M -$14.1M -10% 6.87% 72.8% 300
MSAGDF
5221
Moneda SA Administradora General de Fondos
Chile
$124M -$10.4M -8% 0.86% 33.1% 45
LFWA
5222
LBJ Family Wealth Advisors
Texas
$124M -$9.6M -7% 4.48% 52.4% 23
OCM
5223
Orion Capital Management
California
$124M -$4.49M -3% 3.05% 72.7% 433
MC
5224
Mayar Capital
United Kingdom
$124M -$8.94M -7% 8.48% 31.4% 13
PD
5225
Planning Directions
Pennsylvania
$124M -$6.68M -5% 4.5% 36.4% 72