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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RWM
5451
Refined Wealth Management
Utah
$119M 5.06% 94.2% 20
CIM
5452
Courant Investment Management
Tennessee
$119M -$1.54M -1% 2.74% 80.3% 11
NWA
5453
Navis Wealth Advisors
New York
$119M +$10.1M +9% 4.01% 170% 117
AC
5454
Amia Capital
United Kingdom
$119M +$37.1M +45% 1.3% 25.6% 23
PWM
5455
Provident Wealth Management
Tennessee
$119M +$28.6M +32% 5.14% 43.5% 79
JI
5456
Jeereddi Investments
California
$119M -$17.7M -13% 2.96% 45.7% 61
SWM
5457
Salvus Wealth Management
New Jersey
$119M +$11.6M +11% 8.2% 88.4% 98
NED
5458
Nancy E. Dempze
$119M +$5.47M +5% 7.06% 67.5% 71
WFA
5459
Wells Financial Advisors
Massachusetts
$119M +$7.09M +6% 6.37% 44.3% 62
ACM
5460
Avalon Capital Management
California
$119M +$11.1M +10% 7.37% 94.3% 36
CP
5461
Clayton Partners
California
$119M +$15M +15% 8.87% 64.1% 41
CWM
5462
Cadence Wealth Management
Massachusetts
$118M +$7.77M +7% 5.83% 29.7% 39
CCA
5463
Cruiser Capital Advisors
Connecticut
$118M +$6.75M +6% 5.09% 64.7% 63
PWM
5464
Pacific Wealth Management
California
$118M +$1.99M +2% 5.63% 30.5% 13
SMC
5465
S. Muoio & Co
New York
$118M +$24.6M +26% 12.7% 286% 115
HIP
5466
HPS Investment Partners
New York
$118M -$23.2M -16% 22.3% 55.9% 5
GAM
5467
GVO Asset Management
Switzerland
$118M +$18.5M +19% 18.8% 71.2% 68
SWA
5468
Safir Wealth Advisors
New Hampshire
$118M +$8.77M +8% 4.83% 40% 14
VFG
5469
V2 Financial group
Illinois
$118M +$6.84M +6% 6.76% 54.6% 61
YSP
5470
Yarra Square Partners
New York
$118M -$4.81M -4% 7.25% 58.4% 21
GWA
5471
GGM Wealth Advisors
Maryland
$118M -$7.56M -6% 6.54% 25.8% 93
NCMW
5472
Northern Capital Management (Washington)
Washington
$118M +$7.66M +7% 6.8% 66.4% 44
NTIMCH
5473
New Thinking Investment Management Company (HK)
Hong Kong
$118M 31.4% 5
RRC
5474
Relaxing Retirement Coach
Massachusetts
$118M +$30.1M +34% 3.7% 28.4% 47
RA
5475
Raffles Associates
New York
$118M +$19.3M +20% 7.27% 12.6% 51