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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BOM
6126
Bank of Marin
California
$107M +$2.68M +3% 8.77% 71.7% 127
MWM
6127
Magnolia Wealth Management
Alabama
$107M +$8.09M +8% 3.9% 11
SFB
6128
STAR Financial Bank
Indiana
$107M +$4.35M +4% 6.27% 97
OCM
6129
Once Capital Management
New York
$107M +$13.1M +14% 23.1% 334% 24
SIRP
6130
Shelter Insurance Retirement Plan
Missouri
$107M -$4.19M -4% 5.74% 55.6% 8
SC
6131
Schubert & Co
Texas
$107M -$5.38M -5% 10.6% 86.1% 1,673
MFG
6132
Mainsail Financial Group
Washington
$107M +$3.68M +4% 4.98% 46
CC
6133
Copperleaf Capital
North Carolina
$107M +$6.08M +6% 7.42% 73.4% 85
VAF
6134
Values Added Financial
District of Columbia
$107M 5.27% 79
RFN
6135
Redwood Financial Network
Ohio
$107M +$8.33M +8% 6.25% 60.9% 156
VCIM
6136
Velan Capital Investment Management
Georgia
$107M -$6.31M -6% 25.8% 659% 38
WCM
6137
Whitefort Capital Management
New York
$107M -$1.09M -1% 2.39% 157% 17
RCM
6138
Rings Capital Management
Illinois
$106M +$11.9M +13% 13.5% 109% 5
HC
6139
Hoese & Co
Minnesota
$106M +$18.2M +21% 4.83% 42.7% 179
MLRA
6140
Main Line Retirement Advisors
Montana
$106M 3.17% 32
ICVCFVA
6141
IDG China Venture Capital Fund V Associates
Hong Kong
$106M -$67.9M -39% 39% 3.76% 1
PCC
6142
Park Circle Company
Maryland
$106M +$3.14M +3% 2.5% 54% 108
RCWM
6143
Royal Capital Wealth Management
Indiana
$106M +$6.84M +7% 7.08% 77.2% 102
AWA
6144
Authentikos Wealth Advisory
California
$106M +$7.21M +7% 2.71% 77
CIEP
6145
Constellation Investimentos e Participacoes
Brazil
$106M -$12.9M -11% 8.18% 220% 7
BFP
6146
Briaud Financial Planning
Texas
$106M +$261K +0.2% 1.37% 53.6% 21
CFAM
6147
Center For Asset Management
Florida
$106M +$3.64M +4% 4.82% 41% 136
OIM
6148
Oracle Investment Management
Connecticut
$106M +$4.46M +4% 11.2% 540% 29
PFP
6149
Paragon Financial Partners
California
$106M +$10.3M +11% 7.93% 94.9% 85
LJCM
6150
Lee Johnson Capital Management
Texas
$106M +$8.75M +9% 6.01% 67.6% 17