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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FA
5926
Financial Advantage
Maryland
$110M +$2.38M +2% 4.68% 24.3% 37
ASI
5927
Advisory Services & Investments
Oregon
$110M +$9.63M +10% 5.95% 19.6% 40
WHCI
5928
W.H. Cornerstone Investments
Massachusetts
$110M +$4.86M +5% 4.86% 44.6% 141
HM
5929
Harvest Management
New York
$110M +$23.4M +27% 18.5% 633% 57
CRC
5930
Catawba River Capital
South Carolina
$110M +$14.6M +15% 4.49% 68% 22
IVMX
5931
Institutional Venture Management XIII
California
$110M -$2.82M -2% 6.92% 4
MFA
5932
McClarren Financial Advisors
Pennsylvania
$110M +$4.7M +4% 6.2% 49.4% 486
NED
5933
Nancy E. Dempze
$110M +$7.41M +7% 7.17% 67.5% 66
ICMP
5934
Integrated Capital Management (Pennsylvania)
Pennsylvania
$110M +$1.44M +1% 3.48% 21.9% 95
SM
5935
Salzhauer Michael
$110M -$55.9M -34% 14.9% 34.9% 102
HIA
5936
HTG Investment Advisors
Connecticut
$110M +$10.9M +11% 4.8% 52
ADBIC
5937
A.D. Beadell Investment Counsel
Wisconsin
$110M -$5.69M -5% 4.48% 49.4% 72
AW
5938
Apricus Wealth
South Carolina
$110M -$195K -0.2% 0.71% 62.2% 86
VCM
5939
VeriStar Capital Management
New York
$110M +$6.03M +6% 11.3% 40.8% 12
GHA
5940
Granite Harbor Advisors
Texas
$110M +$11.4M +12% 6.93% 71
MLIM
5941
Mountain Lake Investment Management
Florida
$110M -$9.71M -8% 0.2% 43.2% 34
OCM
5942
Objective Capital Management
Ohio
$110M +$8.89M +9% 8.1% 98
SFP
5943
Strategic Financial Planning
Texas
$109M +$6.22M +6% 4.76% 31.4% 32
RWM
5944
Revisor Wealth Management
Ohio
$109M 5.17% 154
AA
5945
Altman Advisors
Illinois
$109M -$52.8M -33% 7.19% 99
EWP
5946
Elevation Wealth Partners
California
$109M 6.03% 352
IIM
5947
InTrack Investment Management
Vermont
$109M +$9.22M +9% 9.09% 69.7% 135
SA
5948
SRN Advisors
Pennsylvania
$109M +$8.27M +8% 18.7% 148% 90
DWMS
5949
Dominguez Wealth Management Solutions
Virginia
$109M +$8.39M +8% 5.77% 58
JRCM
5950
Jones Road Capital Management
New York
$109M +$21.3M +24% 14.7% 50.8% 50