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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BCM
6326
Bancreek Capital Management
California
$128M -$6.08M -5% 3.82% 38.3% 20
CAM
6327
Clio Asset Management
Virginia
$128M -$10.3M -7% 6.53% 12
WFL
6328
Wealth Forward LLC
North Dakota
$128M +$965K +0.8% 0.05% 32
CCA
6329
Cottonwood Capital Advisors
Utah
$128M +$1.86M +1% 1.51% 57.7% 124
AI
6330
Arrien Investments
Idaho
$128M +$1.29M +1% 0.81% 41
BCM
6331
Beaumont Capital Management
Massachusetts
$128M -$7.99M -6% 0.34% 37.7% 54
WFS
6332
Walker Financial Services
Kentucky
$128M +$6.19M +5% 0.45% 12.5% 28
HPCM
6333
Hein Park Capital Management
New York
$128M -$14.5M -10% 5.26% 59% 4
BCG
6334
BayBridge Capital Group
California
$128M +$13.1M +11% 1.56% 83
TFP
6335
Tilia Fiduciary Partners
North Carolina
$128M +$4.55M +4% 1.56% 75.9% 99
AA
6336
Atmos Advisory
Pennsylvania
$128M +$2.97M +2% 0.38% 21% 20
WA
6337
WESPAC Advisors
California
$128M -$44M -26% 5.18% 64.3% 188
WCM
6338
Windham Capital Management
Massachusetts
$128M +$683K +0.5% 1.16% 8.3% 44
SAM
6339
Steinberg Asset Management
New York
$128M +$9.81M +8% 13% 84.4% 44
FWMM
6340
Foundation Wealth Management (Missouri)
Missouri
$128M +$4.94M +4% 2.61% 46
MCM
6341
Mork Capital Management
California
$128M -$5.04M -4% 3.82% 36.6% 109
FFP
6342
Forbes Financial Planning
Rhode Island
$127M +$11.1M +10% 1.01% 38.1% 32
EAM
6343
Eschler Asset Management
United Kingdom
$127M -$27.4M -18% 1.02% 117% 110
CAM
6344
Campion Asset Management
Virginia
$127M -$2.14M -2% 0.75% 52.2% 101
GL
6345
Gerber LLC
Ohio
$127M +$8.01M +7% 1.35% 101
CPG
6346
Custom Portfolio Group
Colorado
$127M +$5.58M +5% 1.8% 242
CRIG
6347
Charter Research & Investment Group
Connecticut
$127M +$816K +0.6% 3.01% 54.7% 84
SFC
6348
Sprinkle Financial Consultants
Colorado
$127M +$9.75M +8% 1.69% 71
HWM
6349
Howard Wealth Management
Connecticut
$127M +$3.82M +3% 3.21% 53.9% 106
TNAM
6350
Terra Nova Asset Management
New York
$127M +$1.21M +1% 5.28% 136% 86