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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWM
6501
Shepherd Wealth Management
Ohio
$147M +$49.7M +51% 30.9% 54
CCM
6502
Crestwood Capital Management
New York
$147M +$16.6M +13% 17.2% 198% 16
AWMNY
6503
Arcadia Wealth Management (New York)
New York
$147M +$18.5M +14% 9.25% 55
FFWM
6504
Future Financial Wealth Management
Ohio
$147M +$10.4M +8% 7.23% 45.6% 460
EWA
6505
EQ Wealth Advisors
Texas
$147M +$21.2M +17% 4.66% 285
TDC
6506
Thompson Davis & Co
Virginia
$147M +$19.9M +16% 13.7% 279% 166
MEG
6507
Millstone Evans Group
Colorado
$147M -$703K -0.5% 11.4% 826
CCM
6508
Cox Capital Management
Massachusetts
$147M +$9.66M +7% 11% 48.8% 61
JSA
6509
Jim Saulnier & Associates
Colorado
$147M +$18.1M +14% 6.07% 113
PWA
6510
Primoris Wealth Advisors
Florida
$147M +$17.4M +13% 15.1% 84.8% 109
BCM
6511
Barrier Capital Management
California
$146M +$42M +40% 36.7% 199% 21
BBA
6512
Braun-Bostich & Associates
Pennsylvania
$146M +$11.3M +8% 8.23% 45.7% 122
VSCP
6513
Vesey Street Capital Partners
New York
$146M +$78M +114% 106% 18.5% 1
HIP
6514
Hengistbury Investment Partners
United Kingdom
$146M -$26.9M -16% 18.1% 118% 5
PFP
6515
Paragon Financial Partners
California
$146M +$18.7M +15% 13.8% 94.9% 71
ONST
6516
Old North State Trust
North Carolina
$146M -$10.8M -7% 8.49% 150
FVIM
6517
Fort Vancouver Investment Management
Washington
$146M +$15.9M +12% 8.57% 61
BM
6518
Bislett Management
California
$146M +$4.9M +3% 3.32% 28.9% 15
BCM
6519
Beaumont Capital Management
Massachusetts
$146M +$10.4M +8% 5.35% 37.7% 69
TIAM2
6520
Tru Independence Asset Management 2
Oregon
$146M +$12.5M +9% 8.34% 102
VPWA
6521
Vestia Personal Wealth Advisors
Indiana
$146M +$19.6M +15% 8.39% 101
LM
6522
Lansing Management
New York
$146M +$26.8M +22% 18.9% 115% 8
SBCM
6523
Silverberg Bernstein Capital Management
New York
$146M +$38.4M +36% 15% 67
DWM
6524
DecisionMap Wealth Management
Virginia
$146M +$14.3M +11% 9.52% 130
FWP
6525
Forefront Wealth Partners
Texas
$146M -$1.17M -0.8% 10% 139