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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BDFN
5401
Bond & Devick Financial Network
Minnesota
$120M -$882K -0.7% 0.32% 39.4% 111
RCM
5402
Rain Capital Management
Oregon
$120M -$12.4M -9% 0.49% 18.2% 50
EGP
5403
Emergence GP Partners
California
$120M 4.6% 3
SWA
5404
Sightline Wealth Advisors
Connecticut
$120M -$806K -0.7% 2.08% 37.2% 55
SMF
5405
Sterling Manor Financial
New York
$120M -$5.09M -4% 0.2% 44.9% 100
PWM
5406
Pacific Wealth Management
California
$120M +$1.7M +1% 0.02% 30.5% 9
ECP
5407
Elemental Capital Partners
California
$120M -$1.73M -1% 10.3% 10
SWA
5408
Safir Wealth Advisors
New Hampshire
$120M +$1.68M +1% 0.18% 40% 15
CGFI
5409
Cypress Growth Fund III
California
$119M -$833K -0.7% 0.51% 33
SM
5410
Saya Management
New York
$119M -$11M -8% 4.81% 35.1% 15
CFAM
5411
Center For Asset Management
Florida
$119M +$2.87M +2% 0.34% 41% 111
SMC
5412
S. Muoio & Co
New York
$119M +$588K +0.5% 7.89% 286% 133
CIM
5413
Courant Investment Management
Tennessee
$119M -$571K -0.5% 1.54% 80.3% 11
HCM
5414
Highline Capital Management
New York
$118M +$2.57M +2% 3.86% 184% 19
WFA
5415
Wells Financial Advisors
Massachusetts
$118M -$166K -0.1% 0.61% 44.3% 61
LCM
5416
LCM Capital Management
Illinois
$118M -$2.04M -2% 0.62% 92.2% 93
NWA
5417
Navis Wealth Advisors
New York
$118M -$1.1M -0.9% 1.72% 170% 127
CC
5418
Carrhae Capital
United Kingdom
$118M -$103M -47% 3.6% 103% 20
MAG
5419
MRA Advisory Group
New Jersey
$118M +$1.14M +1% 0.89% 52.8% 135
MF
5420
Montis Financial
Massachusetts
$118M -$3.03M -3% 0.17% 52.1% 71
ZC
5421
Zeit Capital
Colorado
$117M +$64K +0.1% 1.18% 42.8% 39
SIS
5422
Susquehanna International Securities
Ireland
$117M +$3.26M +3% 0.12% 10.8% 21
MCM
5423
Mork Capital Management
California
$117M -$21.3M -15% 5.44% 36.6% 90
CNFG
5424
Creegan & Nassoura Financial Group
New Hampshire
$117M +$251K +0.2% 1.87% 48.6% 75
NCMW
5425
Northern Capital Management (Washington)
Washington
$117M -$713K -0.6% 1.43% 66.4% 42