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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PWPS
2301
Pinnacle Wealth Planning Services
Ohio
$540M -$16.7M -3% 2.88% 68.6% 454
SCM
2302
Sirios Capital Management
Massachusetts
$540M -$14M -3% 2.83% 150% 64
CIPU
2303
Caledonia Investments plc (UK)
United Kingdom
$540M -$51.4M -9% 9.19% 81% 13
CCMD
2304
Cypress Capital Management (Delaware)
Delaware
$539M -$133M -20% 5.59% 25.6% 210
SCM
2305
Sahana Capital Management
Connecticut
$538M -$47.7M -8% 12.6% 0.54% 7
IWS
2306
Insight Wealth Strategies
California
$538M +$0 0% 5.07% 42.7% 142
LC
2307
Linse Capital
Puerto Rico
$538M -$72.2M -12% 8.91% 2
PRC
2308
Pearl River Capital
Michigan
$538M +$114M +27% 2.93% 20.4% 589
ECM
2309
Estabrook Capital Management
New York
$538M -$45.6M -8% 5.74% 64.6% 446
SC
2310
Sierra Capital
Florida
$538M -$15M -3% 2.58% 30.4% 762
SG
2311
StoneX Group
New York
$537M -$73.6M -12% 4.71% 64.6% 594
FPCP
2312
Fort Point Capital Partners
California
$537M -$23.3M -4% 4.21% 51.4% 271
SCM
2313
Somerset Capital Management
United Kingdom
$537M +$51.8M +11% 1.47% 7.5% 11
GWANC
2314
Guardian Wealth Advisors (North Carolina)
North Carolina
$537M -$11M -2% 3.86% 47.4% 379
NPPM
2315
North Point Portfolio Managers
Ohio
$536M -$34.8M -6% 2.58% 69.2% 77
AA
2316
Ancient Art
Texas
$536M -$114M -18% 4.34% 111% 24
PIM
2317
Penobscot Investment Management
Massachusetts
$536M -$43M -7% 5.18% 84.3% 229
CFG
2318
CKW Financial Group
Hawaii
$535M -$53.9M -9% 6.83% 55.5% 220
LF
2319
Lee Financial
Texas
$535M -$10.4M -2% 4.84% 55.7% 1,073
LJAC
2320
L.J. Altfest & Co
New York
$533M -$23.3M -4% 6.12% 48.6% 286
ZIG
2321
Zuckerman Investment Group
Illinois
$533M -$16.9M -3% 2.88% 126% 128
MFM
2322
MHR Fund Management
New York
$532M -$153M -22% 21.6% 118% 30
MIM
2323
Manitou Investment Management
Ontario, Canada
$532M -$3.87M -0.7% 7.09% 65.5% 44
WP
2324
Wedgewood Partners
Missouri
$532M -$47.4M -8% 3.44% 101% 41
OHCM
2325
Oak Hill Capital Management
New York
$532M -$65.4M -11% 2.15% 1.19% 2