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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HCM
5251
Hall Capital Management
Rhode Island
$214M 0.23% 101
MPPW
5252
Mitchell & Pahl Private Wealth
Oklahoma
$214M -$704K -0.3% 1.7% 53% 146
AWM
5253
Act Wealth Management
Texas
$214M -$11.6M -5% 0.52% 50.1% 53
TSM
5254
Two Star Manager
Florida
$214M +$7.07M +3% 7.31% 20
BWS
5255
BCR Wealth Strategies
Alabama
$214M +$1.91M +0.9% 2.52% 30.8% 26
EIA
5256
Eastover Investment Advisors
North Carolina
$214M +$206K +0.1% 4.05% 84.4% 48
VP
5257
Verisail Partners
Georgia
$214M 3.32% 34
SB
5258
SIG Brokerage
New York
$214M 0.58% 312
VW
5259
Veridan Wealth
Oregon
$213M 1.48% 82
ATWA
5260
Arbor Trust Wealth Advisors
Michigan
$213M +$23M +12% 0.72% 53.3% 105
KNFPWM
5261
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213M +$8.18M +4% 0.62% 76
EPW
5262
Evergreen Private Wealth
Colorado
$213M -$2.28M -1% 0.15% 218
CKAIS
5263
Christensen King & Associates Investment Services
Washington
$213M +$840K +0.4% 0.3% 100
SFG
5264
Socha Financial Group
New York
$213M -$17.2M -7% 2.42% 60.7% 28
CW
5265
Cook Wealth
North Carolina
$213M +$14.2M +7% 0.58% 7.35% 56
RWP
5266
Reliant Wealth Planning
Kentucky
$213M -$17.7M -8% 1.18% 37.2% 30
AC
5267
Athos Capital
Hong Kong
$213M -$97.9M -31% 9.67% 176% 48
BIA
5268
Bigelow Investment Advisors
Maine
$213M -$11.1M -5% 0.24% 50.4% 157
DA
5269
DCM Advisors
New York
$213M +$14.6M +7% 4.85% 109% 52
PBC
5270
Pavion Blue Capital
California
$213M -$1.63M -0.8% 1% 70.6% 104
WQ
5271
Wealth Quarterback
New Jersey
$213M +$20.8M +11% 1.09% 61.9% 138
HOWA
5272
Heritage Oak Wealth Advisors
Florida
$213M -$4.15M -2% 4.33% 201
EL
5273
EQ LLC
Washington
$213M +$13.1M +7% 0.1% 57.3% 66
BIA
5274
Beacon Investment Advisors
Maryland
$213M +$1.47M +0.7% 0.21% 158
BAM
5275
Bullseye Asset Management
Colorado
$213M -$4.07M -2% 5.93% 101% 64