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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SIP
5301
Scott Investment Partners
United Kingdom
$160M +$14.4M +10% 13.5% 44% 45
LFP
5302
Leeward Financial Partners
Washington
$160M 6.58% 76% 71
JA
5303
JVL Associates
Michigan
$160M +$14.9M +10% 9.13% 61.5% 39
RH
5304
Riverstone Holdings
New York
$160M +$96M +150% 13.2% 21.5% 7
ADBIC
5305
A.D. Beadell Investment Counsel
Wisconsin
$160M +$5.93M +4% 7.46% 49.4% 98
SFP
5306
Sterling Financial Planning
New Jersey
$160M +$2.83M +2% 7.39% 41% 428
MWM
5307
Midwest Wealth Management
Indiana
$160M +$14.5M +10% 9.33% 100
MAM
5308
Monaco Asset Management
Monaco
$160M 1.97% 31.8% 39
PWM
5309
Palumbo Wealth Management
New York
$160M +$7.99M +5% 7.31% 55.9% 101
CCM
5310
Chimera Capital Management
New York
$160M 10.3% 33
PWM
5311
Purus Wealth Management
California
$160M +$14.8M +10% 9.07% 146% 123
SFP
5312
Sandbox Financial Partners
Maryland
$159M +$19.2M +14% 11.7% 79.8% 117
FW
5313
FirstPurpose Wealth
Utah
$159M 5.27% 145
VCM
5314
Venator Capital Management
Ontario, Canada
$159M +$10.2M +7% 3.13% 116% 70
PWA
5315
Providence Wealth Advisors
Illinois
$159M +$15.4M +11% 11.4% 85.3% 99
MSKCC
5316
Memorial Sloan Kettering Cancer Center
New York
$159M -$1.35M -0.8% 3.08% 15.8% 6
FCC
5317
Florin Court Capital
United Kingdom
$159M +$54M +51% 8.65% 75% 38
CF
5318
Concorde Financial
Texas
$159M 7.28% 64.4% 134
PIM
5319
Profit Investment Management
Maryland
$159M +$15.2M +11% 9.45% 84.6% 92
RFMS
5320
RWQ Financial Management Services
Florida
$159M +$22.5M +17% 18.9% 422% 31
AW
5321
Alaethes Wealth
Nevada
$159M +$21.3M +15% 10.7% 89.4% 297
TPW
5322
Tiller Private Wealth
Pennsylvania
$159M +$25.9M +20% 7.67% 50% 56
PFA
5323
Plotkin Financial Advisors
Maryland
$158M -$9.89M -6% 10.6% 79.7% 104
HHRDM
5324
H&H Retirement Design & Management
Nevada
$158M -$4.36M -3% 2.24% 23.7% 69
HKIMG
5325
Hutchens & Kramer Investment Management Group
Indiana
$158M 11.2% 82.1% 120