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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MCMI
6201
Matrix China Management IV
Cayman Islands
$96.6M -$79.6M -45% 45.2% 1
CCFP
6202
Charles Carroll Financial Partners
Massachusetts
$96.5M -$4.18M -4% 5.64% 46
ULWM
6203
Upper Left Wealth Management
Florida
$96.5M -$3.67M -4% 3.04% 30.8% 56
MF
6204
Meridian Financial
Massachusetts
$96.4M -$10.7M -10% 4.43% 41.5% 102
CI
6205
Centerstone Investors
New York
$96.4M -$17.1M -15% 0.5% 55.6% 23
KA
6206
Kearns & Associates
California
$96.4M -$5.96M -6% 5.3% 58.5% 16
VPW
6207
Vericrest Private Wealth
Pennsylvania
$96.2M -$11.7M -11% 6.45% 40
KAM
6208
Kraft Asset Management
Tennessee
$96.2M +$4.18M +5% 3% 41% 21
DG
6209
Daventry Group
New York
$96.1M +$7.32M +8% 11.9% 12.9% 9
MWM
6210
Moulton Wealth Management
Washington
$96.1M -$40.7M -30% 4.81% 19.2% 31
1CP
6211
17 Capital Partners
Arizona
$95.9M -$13.8M -13% 8.82% 107
FNBSF
6212
First National Bank Sioux Falls
South Dakota
$95.8M +$2.25M +2% 2.9% 54.5% 122
PAWC
6213
P.A.W. Capital
Connecticut
$95.7M -$13.3M -12% 10.8% 74.1% 63
PSIWM
6214
Paradigm Strategies in Wealth Management
Minnesota
$95.7M -$3.04M -3% 2.84% 28.9% 51
ERM
6215
Elm Ridge Management
New York
$95.7M +$17.4M +22% 26.7% 93.7% 30
SWG
6216
Summit Wealth Group
Vermont
$95.5M +$7.73M +9% 4.4% 37.2% 35
SC
6217
Saltoro Capital
Texas
$95.4M -$9.74M -9% 0.88% 42.4% 104
TCM
6218
Tegean Capital Management
New York
$95.3M -$925K -1% 5.7% 77
BSWA
6219
Bromfield Sneider Wealth Advisors
Massachusetts
$95.3M -$2.76M -3% 7.03% 106
SFG
6220
Synergy Financial Group
California
$95.2M -$16.2M -15% 15.7% 192% 106
BAM
6221
Bosun Asset Management
Illinois
$95.2M -$14.9M -14% 4.96% 221% 80
EWM
6222
Endowment Wealth Management
Wisconsin
$95.1M -$3.79M -4% 7.04% 70.5% 134
MWM
6223
Magnolia Wealth Management
Alabama
$95.1M -$2.64M -3% 3.84% 15
CW
6224
Cook Wealth
North Carolina
$94.8M -$2.71M -3% 4.19% 7.35% 44
DLDF
6225
Dan L. Duncan Foundation
Texas
$94.7M -$3.19M -3% 5.63% 11.8% 4