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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BFM
5626
Broadview Financial Management
Wisconsin
$107M -$27.7M -21% 15.2% 42% 49
FHC
5627
Fort Henry Capital
West Virginia
$107M -$8.73M -8% 10.5% 25.3% 15
SC
5628
Schubert & Co
Texas
$107M +$15.9M +17% 13.9% 86.1% 1,678
FAG
5629
Fortitude Advisory Group
Washington
$107M -$77.9M -42% 14% 104% 1,543
CWM
5630
CarsonAllaria Wealth Management
Illinois
$107M -$4.68M -4% 11.7% 38.8% 351
CCP
5631
Carmel Capital Partners
California
$107M -$12.7M -11% 15.1% 70.6% 134
GWM
5632
Gitterman Wealth Management
New Jersey
$107M -$17.3M -14% 6.73% 19% 112
SPA
5633
Shore Point Advisors
New Jersey
$107M -$8.24M -7% 13.1% 35.6% 44
WAM
5634
Werlinich Asset Management
Connecticut
$107M -$24.3M -19% 14.5% 129% 59
KA
5635
Keene & Associates
Texas
$107M -$15.7M -13% 9.52% 20.3% 83
MF
5636
Montis Financial
Massachusetts
$107M -$21.2M -17% 16.2% 52.1% 66
MAG
5637
Millrace Asset Group
Pennsylvania
$107M -$30.8M -22% 13.4% 113% 81
GWM
5638
GoalFusion Wealth Management
Texas
$107M -$9.37M -8% 10.5% 31.5% 22
VCM
5639
Viewpoint Capital Management
Washington
$107M -$23.1M -18% 16.9% 109% 121
G1
5640
Greylock 15
California
$107M -$167M -61% 51.5% 17.8% 4
4FG
5641
4Thought Financial Group
New York
$107M -$6.17M -5% 11% 31.4% 105
FWM
5642
Fortress Wealth Management
California
$106M -$24.2M -19% 13.1% 34.5% 68
CCM
5643
Crestwood Capital Management
New York
$106M -$59.7M -36% 17.3% 198% 19
PFG
5644
Peterson Financial Group
Iowa
$106M -$14.5M -12% 14.4% 32.4% 78
MWVC
5645
Morgens Waterfall Vintiadis & Co
New York
$106M -$51.8M -33% 19.3% 568% 37
I
5646
IMPACTfolio
Colorado
$106M -$28.2M -21% 13.1% 43.7% 51
VA
5647
Verdad Advisers
Massachusetts
$106M -$16M -13% 7.74% 59.2% 40
ATI
5648
Act Two Investors
California
$106M -$20.1M -16% 15.5% 62.7% 29
HFP
5649
Holistic Financial Partners
Indiana
$106M -$51.3M -33% 7.93% 79.7% 124
BWIA
5650
Bryant Woods Investment Advisors
New York
$106M -$18M -14% 15.4% 54% 38