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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWS
5951
Eagle Wealth Strategies
New Jersey
$179M +$15.8M +10% 7.99% 109
SCM
5952
Solas Capital Management
Connecticut
$179M +$956K +0.5% 12.6% 50.3% 26
MMHP
5953
Murphy Middleton Hinkle & Parker
Georgia
$179M +$0 0% 5.21% 46.8% 132
BFA
5954
Brendel Financial Advisors
New Hampshire
$179M +$13.9M +8% 12.6% 91.3% 114
MCM
5955
McDonough Capital Management
Florida
$178M +$25.3M +17% 14.3% 107% 51
EWM
5956
Evergreen Wealth Management
Michigan
$178M +$10.9M +6% 7.61% 54
AWM
5957
AllSquare Wealth Management
New York
$178M +$9.75M +6% 8.48% 43.2% 548
LC
5958
Lunate Capital
United Arab Emirates
$178M +$6.86M +4% 6.68% 6
VBWMG
5959
Von Berge Wealth Management Group
California
$178M +$23.1M +15% 10.2% 60.5% 67
AC
5960
Amitell Capital
Singapore
$178M +$48.6M +38% 29.6% 192% 69
HWA
5961
Hilltop Wealth Advisors
North Carolina
$178M +$912K +0.5% 10.4% 40.7% 55
W
5962
WealthCollab
Washington
$178M +$16.6M +10% 9.25% 1,025
LWM
5963
Latko Wealth Management
Illinois
$178M +$23.7M +15% 9.25% 31
FCMV
5964
Foresite Capital Management VI
California
$178M -$4.66M -3% 1.04% 20
PD
5965
Planning Directions
Pennsylvania
$178M -$56.2M -24% 4.5% 36.4% 122
BAM
5966
BLKBRD Asset Management
Connecticut
$177M +$95.1M +116% 38.3% 34
KWM
5967
Kiker Wealth Management
Georgia
$177M +$30.8M +21% 12.6% 801
MWM
5968
Massachusetts Wealth Management
Massachusetts
$177M +$31.5M +22% 9.2% 95
RMSCM
5969
R.M. Sincerbeaux Capital Management
New York
$177M +$7.94M +5% 9.36% 78.8% 39
AIFS
5970
A&I Financial Services
Colorado
$177M +$29.4M +20% 11.8% 83
CBT
5971
CoreFirst Bank & Trust
Kansas
$177M +$21.5M +14% 5.7% 48.5% 342
CWA
5972
Cascade Wealth Advisors
Washington
$177M +$32.3M +22% 6.26% 60
FBC
5973
Fairfield, Bush & Co
Connecticut
$177M +$19.3M +12% 19.6% 102% 116
WAM
5974
WFA Asset Management
Wisconsin
$177M -$14.4M -8% 5.04% 41.1% 243
CPP
5975
Capasso Planning Partners
South Carolina
$177M -$62.1M -26% 6.53% 46.5% 105