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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
C
5726
Clearshares
New York
$133M +$0 0% 4.13% 38
SC
5727
Schiavi & Co
Delaware
$133M +$9.95M +8% 1.84% 29.1% 15
YC
5728
Yunqi Capital
Hong Kong
$133M 4.24% 49.9% 6
FWP
5729
Firethorn Wealth Partners
Georgia
$133M 6.62% 53.7% 136
KCM
5730
Key Colony Management
Arkansas
$133M 4.23% 79.6% 9
FWM
5731
Fortress Wealth Management
California
$133M 5.35% 34.5% 56
MPW
5732
Melone Private Wealth
Michigan
$133M 3.75% 18.4% 59
MA
5733
McBroom & Associates
Nevada
$133M 15.3% 157% 30
BI
5734
Blooom Inc
Kansas
$133M +$12.2M +10% 16.2% 50
RHCA
5735
Rosenthal Henry Capital Advisors
Indiana
$133M +$465K +0.4% 8% 38.2% 51
ES
5736
ETF Store
Kansas
$133M 5.17% 40.4% 83
CG
5737
Cynosure Group
Utah
$133M +$3.04M +2% 13.5% 56.9% 22
MAM
5738
Marketfield Asset Management
New York
$133M +$6.16M +5% 10.7% 61.5% 39
WF
5739
Williams Financial
Vermont
$133M +$17M +15% 2.54% 21.1% 37
TWM
5740
Tanager Wealth Management
United Kingdom
$132M 5.76% 34.4% 42
PWA
5741
Phoenix Wealth Advisors
North Carolina
$132M -$1.5M -1% 9.28% 57.2% 376
CM
5742
CM Management
Florida
$132M -$1.72M -1% 0.5% 99.5% 103
ICM
5743
Islay Capital Management
Texas
$132M +$2.33M +2% 7.4% 60.1% 336
CNFG
5744
Creegan & Nassoura Financial Group
New Hampshire
$132M +$14.9M +13% 10% 48.6% 77
EW
5745
Element Wealth
Mississippi
$132M +$7.02M +6% 6.38% 39.6% 190
JCA
5746
Jade Capital Advisors
New Jersey
$132M -$30.8M -19% 3.25% 59.5% 95
LWP
5747
Laurel Wealth Planning
Minnesota
$132M +$8.11M +7% 5.54% 39.4% 229
HM
5748
Heronetta Management
New York
$132M +$2.19M +2% 2.5% 46% 25
RDIA
5749
RE Dickinson Investment Advisors
Iowa
$132M 6.55% 2.26% 305
PC
5750
Pavadi Capital
New York
$132M 10.3% 22