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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TFG
6251
Taylor Financial Group
Virginia
$160M +$16.4M +11% 10.1% 106
SFG
6252
Sowa Financial Group
Rhode Island
$160M +$7.9M +5% 6.46% 52.5% 31
FIA
6253
FPC Investment Advisory
California
$160M +$14.3M +10% 5.56% 29
EIM
6254
Ervin Investment Management
Washington
$160M +$11.7M +8% 6.5% 83.5% 42
CCA
6255
Cypress Capital Advisors
Tennessee
$160M +$16M +11% 6.71% 79
BH
6256
Burk Holdings
Oklahoma
$160M +$27.2M +21% 7.32% 61
KC
6257
Kintayl Capital
New York
$160M +$20.7M +15% 8.44% 53
FRA
6258
FFG Retirement Advisors
Colorado
$160M +$12.7M +9% 6.12% 50
LAMC
6259
Longview Asset Management (California)
California
$160M +$8.08M +5% 4.92% 134
SCA
6260
Sassicaia Capital Advisers
New York
$160M +$132M +478% 44.8% 2,407% 58
BHMP
6261
Bardin Hill Management Partners
New York
$160M -$71.4M -31% 8.57% 277% 55
CIA
6262
Cladis Investment Advisory
Montana
$160M +$21.4M +15% 13.7% 95% 152
MWP
6263
Meriwether Wealth & Planning
Louisiana
$160M +$6.3M +4% 7.13% 135
HCA
6264
Hyperion Capital Advisors
New York
$160M -$24.2M -13% 9.15% 105% 69
WWM
6265
Whalen Wealth Management
Nevada
$159M +$9.42M +6% 9.71% 236
RVM
6266
Robinson Value Management
Texas
$159M +$4.26M +3% 7.38% 48.3% 74
VIG
6267
Vienna Insurance Group
Poland
$159M -$24.5M -13% 9.07% 85.8% 93
SC
6268
Shearwater Capital
Colorado
$159M +$16.7M +12% 8.73% 60.4% 51
CPL
6269
CAP Partners LLC
Tennessee
$159M +$21.1M +15% 13.3% 144
MGWA
6270
Monument Group Wealth Advisors
Massachusetts
$159M +$14.6M +10% 9.21% 52
2L
6271
22NW LP
Washington
$159M +$9.72M +7% 19.7% 189% 24
LWA
6272
Ledgewood Wealth Advisors
New Hampshire
$159M +$3.71M +2% 3.69% 71
LPFG
6273
Landing Point Financial Group
Ohio
$159M +$26.8M +20% 7.03% 72
PVAMC
6274
PPS&V Asset Management Consultants
Michigan
$159M +$20.8M +15% 10.1% 41
SM
6275
Salzhauer Michael
$159M -$5.13M -3% 7.71% 34.9% 83