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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KWM
5501
Kanen Wealth Management
Florida
$188M +$25.9M +16% 18.3% 137% 27
FAM
5502
Forte Asset Management
New York
$187M +$17.9M +11% 5.58% 41.9% 65
MFG
5503
Marmo Financial Group
Tennessee
$187M +$22M +13% 5.88% 31
CWM
5504
Chicago Wealth Management
Illinois
$187M +$13.5M +8% 9.22% 71.7% 53
CC
5505
Constitution Capital
Connecticut
$187M -$2.23M -1% 5.54% 69.5% 65
WHAM
5506
Windmill Hill Asset Management
United Kingdom
$187M -$51.1M -21% 5.89% 92.1% 30
BCP
5507
Blackhawk Capital Partners
Wisconsin
$187M +$21.5M +13% 7.63% 76.5% 141
RWRC
5508
R.W. Roge & Company
New York
$187M +$12.1M +7% 6.04% 54.1% 50
SVWG
5509
Shared Vision Wealth Group
United States
$187M +$15.3M +9% 6.17% 74
KCM
5510
KM Capital Management
Texas
$187M -$6.1M -3% 5.09% 48
AWA
5511
Adapt Wealth Advisors
Georgia
$187M +$27.2M +17% 5.77% 68
ABG
5512
Ally Bridge Group
New York
$187M +$19M +11% 8.7% 246% 34
SPA
5513
Shore Point Advisors
New Jersey
$187M +$10.7M +6% 7.16% 35.6% 65
AIA
5514
Arcadia Investment Advisors
Idaho
$187M +$10.4M +6% 5.3% 43% 81
CWA
5515
Continuum Wealth Advisors
New York
$186M -$3.66M -2% 4.81% 67
OGM
5516
OnyxPoint Global Management
New York
$186M +$2.36M +1% 2.54% 23
BSAM
5517
Blue Square Asset Management
New York
$186M +$14.6M +8% 5.98% 73.7% 76
PCS
5518
Private Client Services
Kentucky
$186M +$26.7M +17% 6.03% 180
NVCHI
5519
New Vernon Capital Holdings II
New Jersey
$186M +$495K +0.3% 6.61% 76.7% 84
GCC
5520
Game Creek Capital
Massachusetts
$186M +$6.13M +3% 2.51% 57.9% 72
PF
5521
Prosperitas Financial
California
$186M +$21.8M +13% 6.12% 73
AWM
5522
Aspire Wealth Management
Massachusetts
$186M +$11M +6% 6.1% 26% 197
LB
5523
Legacy Bridge
Iowa
$186M +$16M +9% 7.74% 132% 299
EBWM
5524
Eagle Bluffs Wealth Management
Missouri
$186M +$13.8M +8% 6.67% 62.2% 74
LIA
5525
LSP Investment Advisors
New York
$186M +$9.61M +5% 12.7% 94.7% 27