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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BOM
6801
Bank of Marin
California
$126M +$2.27M +2% 1.49% 71.7% 129
MWA
6802
Merkkuri Wealth Advisors
New York
$126M -$291K -0.2% 0.55% 86
GA
6803
Gordian Advisors
Arizona
$126M +$988K +0.8% 1.73% 41
BRIA
6804
Balanced Rock Investment Advisors
Massachusetts
$126M -$1.18M -0.9% 3.71% 98
1WM
6805
1858 Wealth Management
Ohio
$126M +$4.74M +4% 3.3% 133
HA
6806
Helium Advisors
Washington
$126M 1.75% 101
BAM
6807
Brickwood Asset Management
United Kingdom
$126M 13.1% 4
DWM
6808
DecisionMap Wealth Management
Virginia
$126M 1.28% 111
TPCM
6809
Templeton & Phillips Capital Management
Tennessee
$126M -$2.55M -2% 1.68% 55
FFA
6810
Frazier Financial Advisors
Ohio
$126M -$2.64M -2% 0.21% 914
CM
6811
Cigogne Management
Luxembourg
$126M 7.7% 79
MCM
6812
Magnolia Capital Management
New York
$126M +$155K +0.1% 1.98% 61.8% 73
TFM
6813
Trademark Financial Management
Minnesota
$126M -$179K -0.1% 0.29% 103
FIS
6814
Fischer Investment Strategies
California
$126M +$9.68M +8% 2.77% 40
PWP
6815
Parkwoods Wealth Partners
New York
$126M +$4.16M +3% 0.84% 34
PC
6816
Panoramic Capital
California
$126M 9.59% 43
HCI
6817
Harraden Circle Investments
New York
$126M 4.05% 105
BCWM
6818
Ball & Co Wealth Management
Tennessee
$126M 0.84% 75
NA
6819
Nautilus Advisors
California
$126M 4.21% 149
DWA
6820
Delos Wealth Advisors
Texas
$126M +$11.1M +10% 0.13% 38.4% 216
PWCM
6821
Processus Wealth & Capital Management
Tennessee
$125M +$4.1M +3% 5.26% 36
EC
6822
Enhancing Capital
Pennsylvania
$125M 0.33% 90
MPCA
6823
Madison Park Capital Advisors
Washington
$125M -$8.03M -6% 0.97% 83
EFMH
6824
E Fund Management (HK)
Hong Kong
$125M -$42.4M -25% 9.2% 67.8% 193
TCM
6825
TT Capital Management
California
$125M 1.25% 73