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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EIA
5276
Eastover Investment Advisors
North Carolina
$223M +$16.1M +8% 15.5% 84.4% 48
DWM
5277
Dopkins Wealth Management
New York
$223M +$26.3M +13% 8.54% 49.5% 88
EMCIP
5278
Ewing Morris & Co Investment Partners
Ontario, Canada
$223M -$93.9M -30% 23.3% 39% 119
KW
5279
Keyvantage Wealth
Pennsylvania
$223M +$17.3M +8% 9.42% 99
MCMC
5280
Matrix Capital Management Company
New Hampshire
$223M -$124M -36% 3.01% 146% 4
AV
5281
Aspiring Ventures
Ohio
$223M +$46M +26% 27.1% 60
AB
5282
ANB Bank
Colorado
$223M -$1.07M -0.5% 7.75% 136
BWA
5283
BCU Wealth Advisors
Illinois
$223M +$30.5M +16% 8.07% 61
GFP
5284
Guardian Financial Partners
California
$223M +$13.6M +7% 4.93% 36.2% 57
RWMG
5285
Redwood Wealth Management Group
New Jersey
$223M +$26M +13% 9.62% 186
HVCM
5286
Hel Ved Capital Management
Hong Kong
$222M +$24M +12% 16.2% 234% 94
EA
5287
Ergawealth Advisors
Illinois
$222M +$20.4M +10% 6.98% 78
MWM
5288
Maltin Wealth Management
New Jersey
$222M +$9.3M +4% 6.52% 39.6% 143
BHA
5289
Beech Hill Advisors
New York
$222M -$29.1M -12% 13.6% 93.8% 101
BP
5290
Bandera Partners
New York
$222M -$56.1M -20% 5.41% 57.6% 18
HCM
5291
HMS Capital Management
Tennessee
$222M +$41.5M +23% 15.2% 94.6% 110
BFAG
5292
Blackston Financial Advisory Group
Florida
$221M +$24.9M +13% 9.91% 63.8% 154
CWA
5293
Choice Wealth Advisors
Maine
$221M +$29.4M +15% 7.34% 48.3% 32
GIM
5294
GE Investment Management
Connecticut
$221M +$21.9M +11% 28.5% 4
TP
5295
TenCore Partners
New York
$221M +$30.9M +16% 24.8% 150% 12
WM
5296
Wishbone Management
Illinois
$221M +$54.3M +33% 22.8% 27.4% 5
SICM
5297
Sustainable Insight Capital Management
New York
$221M +$20M +10% 15.4% 142% 83
BOCM
5298
Bontempo Ohly Capital Management
Maryland
$221M +$13.5M +6% 5.64% 43.7% 32
TWM
5299
TCFG Wealth Management
California
$221M +$21.5M +11% 13.3% 276
DMKJ
5300
David M. Knott Jr
$221M +$8.65M +4% 12.8% 149% 93