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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
UFAC
5626
Urban Financial Advisory Corp
Illinois
$199M +$18M +10% 8.33% 53
ACM
5627
Absolute Capital Management
Pennsylvania
$199M +$26M +15% 11.2% 56.5% 131
FF
5628
Finley Financial
Nevada
$199M +$19.4M +11% 11.1% 122
WCP
5629
Wealthcare Capital Partners
Pennsylvania
$199M +$4.42M +2% 3.75% 149
LA
5630
Latitude Advisors
Florida
$199M +$26.8M +16% 9.36% 56.9% 214
SPFA
5631
Summit Place Financial Advisors
New Jersey
$199M +$21.6M +12% 13.8% 87% 100
BCM
5632
Boxer Capital Management
California
$199M -$134M -40% 90% 36
HB
5633
Horizon Bancorp
Indiana
$199M +$21.7M +12% 5.71% 217
SGCM
5634
Sand Grove Capital Management
United Kingdom
$199M +$77.9M +65% 17.9% 224% 14
UOMF
5635
University of Massachusetts Foundation
Massachusetts
$199M +$20.3M +11% 10.7% 53.6% 4
JWWM
5636
Johnson & White Wealth Management
Pennsylvania
$199M +$20.4M +11% 8.58% 48.5% 105
MWM
5637
Maripau Wealth Management
Indiana
$199M +$24.3M +14% 9.78% 47.5% 171
PP
5638
PFS Partners
New Jersey
$198M +$10.7M +6% 4.34% 38.2% 522
SWM
5639
Shelton Wealth Management
Texas
$198M +$23.6M +14% 13.1% 53.7% 151
UAM
5640
Unison Asset Management
Florida
$198M +$28.5M +17% 11.4% 107% 29
MCM
5641
M1 Capital Management
Michigan
$198M +$38.5M +24% 10.3% 98
IVGAI
5642
Index Venture Growth Associates III
Jersey
$198M +$108M +119% 123% 825% 2
AWM
5643
Able Wealth Management
New Jersey
$198M +$29.6M +18% 7.52% 120
CFG
5644
Cambridge Financial Group
Ohio
$198M -$32M -14% 11.8% 33
ATIA
5645
American Trust Investment Advisors
New Hampshire
$198M -$41M -17% 14.3% 95.4% 101
BIM
5646
Brentview Investment Management
Illinois
$198M +$10.1M +5% 10.5% 69
JWM
5647
Jupiter Wealth Management
Colorado
$198M +$32.9M +20% 14.8% 80.3% 93
DFS
5648
Dixon Fnancial Services
California
$198M +$13M +7% 7.81% 52.4% 41
HAFS
5649
Hapanowicz & Associates Financial Services
Pennsylvania
$198M +$18.4M +10% 10.3% 53.8% 38
HHWM
5650
Hiley Hunt Wealth Management
Nebraska
$198M +$14.6M +8% 6.84% 45