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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
VWA
5976
VERITY Wealth Advisors
United States
$108M +$5.93M +6% 5.8% 47% 74
G
5977
Greycroft
New York
$108M +$7.46M +7% 21.4% 27.9% 3
SWMP
5978
Signature Wealth Management Partners
New Jersey
$108M +$6.26M +6% 8.83% 77.2% 111
BF
5979
Brooklyn FI
New York
$108M -$32M -23% 4.43% 38.2% 48
SC
5980
Shearwater Capital
Colorado
$108M +$8.68M +9% 10.2% 60.4% 41
WCM
5981
Whitefort Capital Management
New York
$108M -$21.1M -16% 7.3% 157% 22
AL
5982
ACME LLC
California
$108M +$9.8M +10% 16.2% 296% 9
PFA
5983
Plotkin Financial Advisors
Maryland
$107M +$9.03M +9% 10% 79.7% 75
WWM
5984
Westwood Wealth Management
California
$107M +$24.1M +29% 36.3% 309% 42
DC
5985
Darrow Company
Massachusetts
$107M +$5.76M +6% 5.66% 35.1% 33
BCM
5986
BlueMar Capital Management
Florida
$107M -$10.4M -9% 3.44% 27.3% 28
NC
5987
Nightview Capital
Texas
$107M +$41M +62% 26.1% 65.4% 13
CCA
5988
Cravens & Co Advisors
Tennessee
$107M -$1M -0.9% 3.88% 82
DWM
5989
Defined Wealth Management
Oregon
$107M +$657K +0.6% 5.81% 56.2% 113
CAAM
5990
Cape Ann Asset Management
United Kingdom
$107M +$16.5M +18% 17.2% 107% 6
WCBA
5991
Weaver C. Barksdale & Associates
Tennessee
$107M -$6.45M -6% 1.4% 35% 63
SAM
5992
Scion Asset Management
California
$107M +$60.4M +130% 7.26% 10.5% 26
TWM
5993
Trevian Wealth Management
Massachusetts
$107M +$15.5M +17% 7.06% 107% 37
ONSWM
5994
Old North State Wealth Management
North Carolina
$107M +$7.35M +7% 4.38% 55.8% 70
DWM
5995
Dopkins Wealth Management
New York
$107M -$6.81M -6% 4.47% 49.5% 46
BFP
5996
Beacon Financial Planning
Massachusetts
$107M +$10.3M +11% 8.93% 25
GPTE
5997
Generali Powszechne Towarzystwo Emerytalne
Poland
$107M +$5.71M +6% 3.44% 118% 28
CWM
5998
Catalyst Wealth Management
Georgia
$107M +$756K +0.7% 3.85% 133
ABP
5999
Arthur B. Page
$107M +$4.86M +5% 6.86% 40.4% 49
PIA
6000
Pinion Investment Advisors
Kansas
$107M +$611K +0.6% 4.38% 60.7% 135