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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFM
5601
Broadview Financial Management
Wisconsin
$140M +$11M +8% 5.7% 42% 48
SCM
5602
Solas Capital Management
Connecticut
$140M -$3.4M -2% 1.57% 50.3% 30
LIG
5603
Lokken Investment Group
Delaware
$140M +$14.1M +11% 8.12% 47% 141
RVM
5604
RiverVest Venture Management
Missouri
$140M -$455M -76% 34.3% 15.1% 6
SA
5605
swisspartners Advisors
Switzerland
$140M -$2.42M -2% 6.02% 60.3% 33
EM
5606
ELCO Management
New York
$140M +$9.91M +8% 6.99% 76.3% 150
DC
5607
Dryden Capital
Florida
$140M – – 1.29% – 50
FF
5608
Ford Foundation
New York
$140M – – 4.43% – 24
CWP
5609
Corepath Wealth Partners
Arizona
$140M +$9.51M +7% 3.75% 37.8% 41
SCA
5610
Strategic Capital Advisers
Colorado
$140M +$11.2M +9% 9.46% 51.4% 62
MFG
5611
Monumental Financial Group
Maryland
$140M +$14.4M +11% 5.25% 18.2% 23
CI
5612
CPR Investments
Michigan
$139M – – 22.4% 46.6% 71
PFWA
5613
Paces Ferry Wealth Advisors
Georgia
$139M +$14.2M +11% 9.78% 83.7% 124
SIM
5614
Spark Investment Management
New York
$139M -$33.3M -19% 5.2% 286% 35
ONST
5615
Old North State Trust
North Carolina
$139M +$27.1M +24% 8.6% – 360
PU
5616
Petiole USA
New York
$139M – – 4.79% 36% 45
RB
5617
Richmond Brothers
Michigan
$139M – – 6.79% 118% 25
SFP
5618
Strategic Financial Planning
Texas
$139M +$2.59M +2% 2.94% 31.4% 35
IIA
5619
Integral Investment Advisors
California
$139M – – 6.55% 51.5% 89
TC
5620
Tatro Capital
Kentucky
$139M +$11.2M +9% 4.75% – 103
ACM
5621
Alamar Capital Management
California
$139M +$10M +8% 5.51% – 72
PSC
5622
Piper Sandler & Co
Minnesota
$139M +$65.3M +89% 2.59% 0.42% 37
PWS
5623
Precision Wealth Strategies
Missouri
$139M +$9.41M +7% 5.69% 49.1% 136
BWG
5624
Beta Wealth Group
California
$139M +$0 0% 3.33% 34.2% 60
YAVAPFMC
5625
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$139M +$11.4M +9% 5.03% 94.8% 55
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