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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RWRC
5776
R.W. Roge & Company
New York
$130M -$39M -23% 8.42% 54.1% 45
VCM
5777
Verger Capital Management
North Carolina
$130M +$7.15M +6% 4.78% 42.2% 12
PFA
5778
Peak Financial Advisors
Colorado
$130M +$16M +14% 7.3% 25.5% 93
LFG
5779
Leverty Financial Group
Wisconsin
$130M 6.88% 46% 134
BTIM
5780
BancFirst Trust & Investment Management
Oklahoma
$129M 12.8% 34.1% 46
PFG
5781
Pinnacle Financial Group
Illinois
$129M 8.18% 40.7% 65
MFS
5782
Monetta Financial Services
Illinois
$129M +$5.84M +5% 13.9% 196% 59
CSNH
5783
Crow's Nest Holdings
Virginia
$129M 2.11% 115% 10
CCA
5784
Cottonwood Capital Advisors
Utah
$129M 7.2% 57.7% 108
TCFP
5785
Treasure Coast Financial Planning
Florida
$129M 3.27% 25.4% 32
VIM
5786
VCU Investment Management
Virginia
$129M -$39.1M -23% 1.6% 3.26% 7
MAG
5787
MRA Advisory Group
New Jersey
$129M +$11.5M +10% 7.19% 52.8% 138
WCP
5788
Wick Capital Partners
Pennsylvania
$129M 7.69% 46.7% 59
LCM
5789
LCM Capital Management
Illinois
$129M +$10.9M +9% 9.35% 92.2% 100
CAM
5790
Caprin Asset Management
Virginia
$129M -$943K -0.7% 0.19% 7.87% 17
OTL
5791
Oak Thistle LLC
New York
$129M 3.14% 37.9% 290
RWM
5792
Refined Wealth Management
Utah
$129M +$5.49M +4% 3.69% 94.2% 23
VFG
5793
V2 Financial group
Illinois
$129M +$12.9M +11% 5.98% 54.6% 74
CWA
5794
Consilio Wealth Advisors
Washington
$129M 5.71% 60.9% 40
FU
5795
Fairfield University
Connecticut
$129M 7.08% 47% 4
PIP
5796
PB Investment Partners
California
$129M 1.95% 112% 9
FFM
5797
Forager Funds Management
Australia
$129M 0.55% 25
HAM
5798
Hedges Asset Management
Nevada
$129M 0.76% 68.4% 120
SWA
5799
Safir Wealth Advisors
New Hampshire
$129M +$8.99M +8% 5.51% 40% 15
EFEM
5800
Eos Focused Equity Management
New York
$128M -$2.93M -2% 8.83% 55.7% 30