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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RWM
7076
Rolek Wealth Management
Pennsylvania
$116M +$19M +20% 14.7% 16
OIM
7077
Oracle Investment Management
Connecticut
$116M -$38M -25% 0.42% 540% 14
LWM
7078
Lighthouse Wealth Management
Ohio
$116M +$6.44M +6% 6.29% 41
PWH
7079
Priebe Wealth Holdings
Minnesota
$115M -$44.9M -28% 9.67% 81
CIM
7080
Caldwell Investment Management
Ontario, Canada
$115M -$19.4M -14% 11.9% 165% 33
UAML
7081
US Asset Management LLC
Pennsylvania
$115M +$10.6M +10% 14.8% 127
TCGDR
7082
TB Capital Gestao de Recursos
$115M 29.8% 18
MM
7083
Morangie Management
Florida
$115M +$13.2M +13% 16.9% 32
CAG
7084
Centerpoint Advisory Group
Kansas
$115M +$13.6M +13% 12.2% 104
DOFI
7085
DCVC Opportunity Fund II
California
$115M +$33.8M +41% 81.9% 2
MBAM
7086
Mink Brook Asset Management
Florida
$115M +$20.1M +21% 10.4% 44
LCM
7087
Lonestar Capital Management
California
$115M +$34.6M +43% 7.56% 45.2% 25
OFG
7088
Orcam Financial Group
California
$115M +$8.33M +8% 6.08% 24.7% 53
GIM
7089
Guild Investment Management
California
$115M +$19.9M +21% 12.4% 89.1% 50
SKK
7090
Shepherd Kaplan Krochuk
Massachusetts
$115M -$1.7M -1% 1.78% 33% 60
ACM
7091
Arlington Capital Management
Illinois
$115M -$16.9M -13% 18.2% 139% 109
AAA
7092
AG Asset Advisory
California
$115M +$17.6M +18% 19.3% 22
YEPX
7093
Yorktown Energy Partners XI
New York
$115M +$19.3M +20% 28.2% 36.9% 3
AFW
7094
Atlantic Family Wealth
Florida
$115M +$6.2M +6% 4.47% 55
CCM
7095
Chiron Capital Management
Florida
$115M +$4.9M +4% 1.52% 16.4% 125
USPCM
7096
Union Square Park Capital Management
New York
$115M +$23.9M +26% 14.6% 19% 56
ACMA
7097
Arbor Capital Management (Alaska)
Alaska
$115M +$11.7M +11% 12.3% 67.8% 112
VP
7098
venBio Partners
California
$115M -$8.8M -7% 1.43% 221% 7
AWA
7099
Archvest Wealth Advisors
California
$115M -$6.14M -5% 8.6% 31.4% 68
RIP
7100
Reliant Investment Partners
North Carolina
$115M +$16.6M +17% 15.9% 113