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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GC
6051
Gould Capital
Washington
$152M +$10.3M +7% 9.16% 50.2% 228
EWM
6052
Endowment Wealth Management
Wisconsin
$152M +$14.8M +11% 7.61% 70.5% 141
AWM
6053
Aberdeen Wealth Management
Illinois
$152M +$4.15M +3% 8.27% 56.5% 174
ICMARC
6054
International City Management Association Retirement Corp
District of Columbia
$152M +$15.2M +11% 6.1% 6
RB
6055
Renasant Bank
Mississippi
$152M +$6.68M +5% 6.88% 53.2% 176
CCM
6056
Cambridge Capital Management
Illinois
$152M +$16.7M +12% 7.4% 37
RC
6057
Renaissance Capital
Connecticut
$152M -$27.1M -15% 5.2% 303% 45
W
6058
WealthCollab
Washington
$152M +$12.6M +9% 6.95% 942
MFG
6059
Menard Financial Group
Texas
$152M +$11.6M +8% 5.57% 120% 117
SCM
6060
Sebold Capital Management
Illinois
$152M +$6.92M +5% 7.02% 75
AW
6061
Apricus Wealth
South Carolina
$152M +$11.7M +8% 6.76% 62.2% 96
KA
6062
Kearns & Associates
California
$152M +$17.7M +13% 5.78% 58.5% 44
DIS
6063
Diversified Investment Strategies
Louisiana
$152M +$8.58M +6% 8.13% 86.2% 50
MIM
6064
Merrion Investment Management
New Jersey
$152M +$6.08M +4% 5.41% 108% 103
PFA
6065
Petra Financial Advisors
Colorado
$152M +$12.5M +9% 8.07% 151
MWM
6066
Melfa Wealth Management
Massachusetts
$152M +$8.43M +6% 6.29% 203
CCP
6067
Cassia Capital Partners
North Carolina
$151M -$190K -0.1% 5.55% 37.8% 60
AFR
6068
Applied Fundamental Research
Massachusetts
$151M +$15.5M +11% 16% 19.3% 13
BC
6069
Barnett & Company
Tennessee
$151M +$12.1M +9% 7.69% 49.5% 87
SWMG
6070
Sard Wealth Management Group
Georgia
$151M +$8.87M +6% 6.14% 47
EI
6071
Ecofi Investissements
France
$151M -$28.7M -16% 5.12% 42
SFP
6072
Strategic Financial Planning
Texas
$151M +$12.6M +9% 8.13% 31.4% 37
SMA
6073
Seven Mile Advisory
New Jersey
$151M +$15.2M +11% 4.12% 178
JAM
6074
Jacobs Asset Management
New York
$151M -$6.12M -4% 14.9% 42.4% 41
RHAM
6075
Round Hill Asset Management
California
$151M -$5.69M -4% 6.89% 44.7% 62