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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BSI
6126
Bregal Sagemount I
Jersey
$77.4M -$65.7M -46% 45.9% 71.3% 1
PWM
6127
Peterson Wealth Management
Nevada
$77.4M -$71.7M -48% 9.17% 31.2% 63
KWA
6128
Kellett Wealth Advisors
Ohio
$77.4M -$49.3M -39% 12% 51.4% 73
AC
6129
Avant Capital
Louisiana
$77.3M -$12.1M -14% 13.1% 55
BCM
6130
Barrier Capital Management
California
$77.2M -$35.3M -31% 23.5% 199% 17
VAM
6131
Vazirani Asset Management
New York
$77.2M -$39.1M -34% 3.07% 412% 72
SEA
6132
Stegent Equity Advisors
Texas
$77.1M -$41.6M -35% 4.75% 52.6% 106
OCM
6133
Orser Capital Management
Texas
$77M -$86.7M -53% 16.8% 123% 85
TSC
6134
Two Seas Capital
New York
$76.8M -$41.9M -35% 14.7% 192% 11
ECP
6135
Elemental Capital Partners
California
$76.8M -$40M -34% 30.8% 7
MCAI
6136
Meritech Capital Associates IV
California
$76.7M -$5.1M -6% 4.09% 2
FW
6137
Fidato Wealth
Ohio
$76.6M -$15.1M -16% 15.2% 7
SF
6138
SBK Financial
Virginia
$76.6M -$23.8M -24% 14.9% 74
VF
6139
Vista Finance
Missouri
$76.5M +$9.05M +13% 2.18% 17.7% 66
CCFP
6140
Charles Carroll Financial Partners
Massachusetts
$76.5M -$20M -21% 15.7% 49
MFA
6141
Morling Financial Advisors
California
$76.4M -$2.33M -3% 20.3% 106% 88
SCMC
6142
Serent Capital Management Company
California
$76.4M -$6.41M -8% 7.73% 1
PWMG
6143
Provence Wealth Management Group
California
$76.2M -$11.2M -13% 14.9% 67
CRC
6144
Catawba River Capital
South Carolina
$76.1M -$74.9M -50% 11.3% 68% 25
HP
6145
Highlander Partners
Texas
$76M -$3.74M -5% 8.24% 185% 25
MAG
6146
Mayfair Advisory Group
Alabama
$75.9M -$2.08M -3% 12.4% 51.1% 130
RRCP
6147
Rip Road Capital Partners
Massachusetts
$75.9M -$120M -61% 29.4% 149% 20
CFAM
6148
Coury Firm Asset Management
Pennsylvania
$75.4M -$40M -35% 10.2% 66
KA
6149
Kearns & Associates
California
$75.4M -$21M -22% 16.2% 58.5% 16
IP
6150
Invenire Partners
Connecticut
$75.3M -$4.41M -6% 14.9% 32