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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SIRP
5776
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 10% 55.6% 8
ASFA
5777
All Season Financial Advisors
Colorado
$113M +$21M +23% 7.94% 33.7% 143
DTC
5778
Davidson Trust Company
Washington
$113M +$9.06M +9% 10.5% 52.3% 110
DEM
5779
Disciplined Equity Management
Florida
$113M +$11.7M +12% 12.4% 49.7% 57
SCP
5780
Stevens Capital Partners
Nebraska
$113M 7.31% 50
PWMG
5781
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 7.24% 43.2% 111
IVMX
5782
Institutional Venture Management XIII
California
$113M -$25M -18% 15.2% 4
KC
5783
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 9.25% 235
BA
5784
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 6.53% 84.7% 85
CF
5785
Convergence Financial
Missouri
$113M +$21.5M +24% 5.92% 45.2% 28
GWAM
5786
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 7.42% 43.2% 66
MC
5787
Matisse Capital
Oregon
$113M +$33.7M +43% 4.69% 44.4% 136
UONDDL
5788
University of Notre Dame du Lac
Indiana
$113M +$15.3M +16% 15.7% 1
FCM
5789
Fairbanks Capital Management
California
$113M +$5.18M +5% 7.49% 93.3% 53
MJB
5790
Mark J. Bradley
$112M +$4.46M +4% 9.64% 47
ACMA
5791
Arbor Capital Management (Alaska)
Alaska
$112M +$1.53M +1% 8.1% 67.8% 106
RBGI
5792
Ribbit Bullfrog GP II
California
$112M 11.2% 4
BWM
5793
Birchcreek Wealth Management
Ohio
$112M +$4.55M +4% 7.28% 54.2% 125
NC
5794
Naman Capital
Brazil
$112M -$31.2M -22% 8.22% 92.3% 19
PSIWM
5795
Paradigm Strategies in Wealth Management
Minnesota
$112M +$2.7M +2% 6.38% 28.9% 42
PIP
5796
PB Investment Partners
California
$112M +$10.8M +11% 13.8% 112% 11
CAM
5797
Concorde Asset Management
Michigan
$112M +$23M +26% 8.34% 31.8% 167
VAM
5798
Vert Asset Management
California
$112M +$6.8M +6% 4.79% 17.2% 45
OCA
5799
Otter Creek Advisors
Florida
$112M +$9.42M +9% 8.3% 117% 54
LFA
5800
Lauterbach Financial Advisors
Texas
$112M +$14M +14% 12.3% 58.1% 57