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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWA
6226
Sightline Wealth Advisors
Connecticut
$101M +$2.71M +3% 3.96% 37.2% 64
CI
6227
Centerstone Investors
New York
$100M +$15.3M +18% 5.13% 55.6% 26
PHIC
6228
Pine Haven Investment Counsel
Massachusetts
$100M +$5.06M +5% 7.42% 72.3% 103
OCM
6229
Orser Capital Management
Texas
$100M +$11.5M +13% 11.8% 123% 54
MAG
6230
Mayfair Advisory Group
Alabama
$100M +$7.95M +9% 4.7% 51.1% 132
FAFN
6231
First Affirmative Financial Network
Colorado
$100M +$13.7M +16% 4.87% 34.8% 203
KCM
6232
KRS Capital Management
Michigan
$100M +$11.2M +13% 15% 184% 116
DG
6233
DMC Group
Alabama
$100M +$978K +1% 4.7% 67.7% 122
DAM
6234
Draper Asset Management
New York
$99.9M +$22.1M +28% 22.7% 182% 32
LM
6235
Lansing Management
New York
$99.9M +$4.94M +5% 20.4% 115% 7
SLFPAM
6236
St. Louis Financial Planners Asset Management
Missouri
$99.8M +$11.9M +14% 6.77% 45
KAM
6237
Karani Asset Management
New York
$99.1M +$4.73M +5% 14.5% 38
PCU
6238
Palliser Capital (UK)
United Kingdom
$99.1M +$10.8M +12% 13.2% 24.5% 8
EWS
6239
Evergreen Wealth Solutions
Pennsylvania
$99.1M +$12.7M +15% 7.59% 69.7% 111
PWM
6240
Pinnacle Wealth Management
California
$99.1M 6.81% 45
ACA
6241
Apis Capital Advisors
New York
$99.1M +$5.22M +6% 14.1% 435% 36
3CP
6242
3G Capital Partners
New York
$99M +$22.1M +29% 15.2% 269% 16
MAM
6243
Maytree Asset Management
Hong Kong
$99M +$5.65M +6% 2.02% 4.35% 19
CGA
6244
Channing Global Advisors
Florida
$98.8M +$7.91M +9% 6.9% 109% 48
MWM
6245
Melfa Wealth Management
Massachusetts
$98.7M -$1.41M -1% 0.29% 145
CWA
6246
Clearview Wealth Advisors
Oregon
$98.4M -$269K -0.3% 2.77% 39.1% 751
APW
6247
Atlantic Private Wealth
North Carolina
$98.3M +$3.16M +3% 5.53% 50.1% 118
ASA
6248
Armstrong Shaw Associates
Connecticut
$98.3M -$3.58M -4% 8.62% 51.2% 47
F4L
6249
Fortune 45 LLC
Louisiana
$98.1M -$1.21M -1% 9.12% 64.3% 38
HM
6250
Harvest Management
New York
$98M -$12.1M -11% 12.2% 633% 56