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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DM
6501
Diker Management
New York
$118M -$4.89M -4% 6.38% 101% 40
BTC
6502
Bank & Trust Company
Illinois
$118M 1.33% 287
BWA
6503
Blodgett Wealth Advisors
California
$118M +$7.48M +7% 12.4% 120% 65
EB
6504
Exchange Bank
California
$118M -$4.01M -3% 1.51% 116
SV
6505
Sapphire Ventures
Texas
$118M -$16.7M -12% 12% 48.1% 6
TC
6506
Travelers Companies
Minnesota
$117M -$49.7M -30% 16.3% 2
MWM
6507
Mosley Wealth Management
California
$117M +$10.9M +10% 2.96% 111
TA
6508
TPG Advisors
Illinois
$117M 2% 84
SC
6509
Schubert & Co
Texas
$117M +$0 0% 0.35% 86.1% 32
PWP
6510
PrairieView Wealth Partners
Illinois
$117M +$7.15M +6% 0.76% 20
VSCP
6511
Vesey Street Capital Partners
New York
$117M -$62.8M -35% 34.9% 18.5% 1
HLAM
6512
Hidden Lake Asset Management
New York
$117M +$11.3M +11% 6.71% 142% 36
NMM
6513
Naples Money Management
Florida
$117M +$16.9M +17% 9.44% 450
2L
6514
22NW LP
Washington
$117M +$1.14M +1% 7.56% 189% 14
LFA
6515
Laraway Financial Advisors
Minnesota
$117M +$3.67M +3% 4.7% 66.1% 112
FCT
6516
First Community Trust
Iowa
$117M +$10.7M +10% 5.66% 73.4% 314
BCM
6517
Brooktree Capital Management
Michigan
$117M -$12.7M -10% 1.64% 78.9% 24
OCP
6518
OCO Capital Partners
New York
$117M +$9.99M +9% 1.36% 222% 4
CFS
6519
Coordinated Financial Services
Colorado
$117M +$2.27M +2% 2.37% 136
DG
6520
DMC Group
Alabama
$117M +$938K +0.8% 3.14% 67.7% 127
ACM
6521
Ategra Capital Management
Virginia
$117M -$101M -46% 2.85% 63.7% 92
VWM
6522
VanWeelden Wealth Management
Ohio
$117M 0.24% 20
SFS
6523
Sharp Financial Services
Pennsylvania
$117M +$9.01M +8% 2.45% 105
CAAM
6524
Cape Ann Asset Management
United Kingdom
$117M +$4.17M +4% 4.29% 107% 6
BIG
6525
Bush Investment Group
Georgia
$116M +$3.26M +3% 3.01% 33