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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NPP
5251
New Potomac Partners
Maryland
$144M +$9.19M +7% 8.31% 37.2% 73
BWM
5252
Boyd Wealth Management
California
$144M +$7.86M +6% 4.57% 39.4% 45
AFA
5253
Alpha Financial Advisors
North Carolina
$144M +$28.9M +25% 5.47% 50
HAM
5254
Hanwha Asset Management
South Korea
$144M -$10M -7% 6.52% 1
DWM
5255
Denver Wealth Management
Colorado
$144M +$10.1M +8% 5.79% 50.6% 86
PM
5256
Pharo Management
New York
$144M +$11.8M +9% 3.56% 7
BCM
5257
Beaumont Capital Management
Massachusetts
$144M +$1.97M +1% 4.83% 37.7% 55
CCM
5258
Chiron Capital Management
Florida
$144M +$57.4K +0% 5.22% 16.4% 134
MLA
5259
MB, Levis & Associates
Pennsylvania
$144M +$15.9M +12% 3.62% 284
CIG
5260
Cairn Investment Group
Washington
$144M +$9.33M +7% 7.73% 60.9% 74
RMSCM
5261
R.M. Sincerbeaux Capital Management
New York
$144M +$2.97M +2% 3.54% 78.8% 43
JPLA
5262
Joseph P. Lucia & Associates
New York
$144M +$10M +8% 7.91% 60.4% 121
PBT
5263
Pictet Bank & Trust
Bahamas
$144M +$58.1M +68% 8.32% 60.5% 51
OCP
5264
Oakcliff Capital Partners
New York
$144M +$9.47M +7% 16.1% 152% 8
CP
5265
Camelot Portfolios
Ohio
$143M +$8.43M +6% 0.65% 28.9% 186
CP
5266
Caligan Partners
New York
$143M +$23.2M +19% 13% 12
LB
5267
Legacy Bridge
Iowa
$143M +$2.65M +2% 6.37% 132% 307
KA
5268
Kailix Advisors
Florida
$143M -$19M -12% 9.43% 10
AH
5269
Aviva Holdings
Bahamas
$143M -$31.1M -18% 17.2% 36.5% 4
AFA
5270
AllGen Financial Advisors
Florida
$143M +$3.83M +3% 1.41% 25.5% 38
PSC
5271
Piper Sandler & Co
Minnesota
$143M +$46.7M +48% 0.03% 0.42% 44
GCM
5272
Gables Capital Management
Florida
$143M +$5.73M +4% 8.48% 135% 383
WCCM
5273
Webs Creek Capital Management
Texas
$143M +$23.8M +20% 4.3% 15
WMP
5274
Wealth Management Partners
Arizona
$143M +$23.2M +19% 14.1% 127% 115
GBWM
5275
Granite Bay Wealth Management
New Hampshire
$143M -$10.2M -7% 9.81% 46.8% 78