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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WFS
5951
Widmann Financial Services
Maryland
$113M -$8.48M -7% 1.95% 54.8% 504
BWM
5952
Birchcreek Wealth Management
Ohio
$113M -$1.79M -2% 3.57% 54.2% 123
HPM
5953
Hudson Portfolio Management
New York
$113M +$225K +0.2% 1.1% 110
NWA
5954
Navis Wealth Advisors
New York
$113M -$6.07M -5% 4.7% 170% 109
4FG
5955
4Thought Financial Group
New York
$113M -$11.1M -9% 5.87% 31.4% 101
CC
5956
Copperleaf Capital
North Carolina
$113M -$3.07M -3% 4.58% 73.4% 60
JCA
5957
January Capital Advisors
California
$113M -$13.2M -10% 1.63% 52
CCM
5958
Composite Capital Management
Hong Kong
$113M -$218M -66% 66% 1
BCM
5959
Barrier Capital Management
California
$113M -$5.36M -5% 11.9% 199% 14
WIP
5960
WealthCare Investment Partners
Rhode Island
$113M +$9.13M +9% 1.31% 42.9% 112
RC
5961
Resonate Capital
California
$113M -$2.37M -2% 11.3% 23
GCWM
5962
Graham Capital Wealth Management
District of Columbia
$112M -$10M -8% 0.06% 36.4% 143
WCBA
5963
Weaver C. Barksdale & Associates
Tennessee
$112M +$1.93M +2% 2.2% 35% 61
CIM
5964
Courant Investment Management
Tennessee
$112M -$11.5M -9% 5.44% 80.3% 12
FOA
5965
Five Oceans Advisors
California
$112M -$1.03M -0.9% 4.09% 62.1% 127
SFG
5966
Steward Financial Group
Texas
$112M +$3.87M +4% 3.72% 384
PWM
5967
Pacific Wealth Management
California
$112M -$19.4M -15% 5.37% 30.5% 17
LJCM
5968
Lee Johnson Capital Management
Texas
$112M -$9.76M -8% 7.64% 67.6% 75
MU
5969
Moneda USA
New York
$112M 26.6% 12
OCA
5970
Otter Creek Advisors
Florida
$112M +$5.39M +5% 5.94% 117% 62
RIA
5971
Richwood Investment Advisors
Ohio
$112M -$2.32M -2% 2.35% 51% 270
TWS
5972
Thomas W. Smith
$112M -$38.4M -26% 23.9% 3.57% 8
SM
5973
Saya Management
New York
$112M +$382K +0.3% 8.39% 35.1% 15
ARS
5974
Adirondack Retirement Specialists
New York
$112M -$2.87M -2% 21.9% 13.1% 18
VWMG
5975
Virginia Wealth Management Group
Virginia
$112M +$657K +0.6% 1.53% 36.5% 60