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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AW
2876
Avion Wealth
Texas
$287M +$53.7M +23% 6.11% 29.2% 329
OIA
2877
Optimum Investment Advisors
Illinois
$287M +$43.3M +18% 21.8% 92.1% 962
TIS
2878
Tortoise Index Solutions
Kansas
$287M +$42.4M +17% 27.7% 52.2% 108
SIM
2879
Strategic Investment Management
Virginia
$287M -$142M -33% 17.4% 34.6% 14
TIM
2880
Total Investment Management
Arizona
$287M -$68.1M -19% 15.9% 33.5% 61
RWA
2881
Redhawk Wealth Advisors
Minnesota
$286M +$63.9M +29% 18.4% 95.1% 207
CFFP
2882
Center for Financial Planning
Michigan
$286M -$9.4M -3% 18.4% 54.5% 617
RC
2883
Rinet Company
Massachusetts
$286M +$19.9M +7% 19.5% 33.1% 27
HWCM
2884
Hudson Way Capital Management
Texas
$286M +$70.2M +32% 23% 133% 20
WIA
2885
World Investment Advisors
California
$286M +$70.6M +33% 17.9% 54.9% 190
EML
2886
Eos Management LP
New York
$286M +$74.3M +35% 39.2% 149% 30
GAM
2887
Gould Asset Management
California
$285M +$23M +9% 13.8% 35.9% 137
FAM
2888
Flaharty Asset Management
Florida
$285M +$67.9M +31% 17.2% 26.5% 72
AIS
2889
American Investment Services
Massachusetts
$284M +$23.6M +9% 16.9% 48% 140
CCM
2890
Contrarian Capital Management
Connecticut
$284M +$93.5M +49% 39.3% 17.9% 11
SB
2891
Strategic Blueprint
Georgia
$284M +$112M +66% 19.3% 62.4% 185
PWMG
2892
Prestige Wealth Management Group
New Jersey
$284M +$46.5M +20% 11.7% 47.7% 1,006
GC
2893
Gibson Capital
Pennsylvania
$284M +$50.1M +21% 18% 45.9% 34
RFM
2894
Royal Fund Management
Florida
$284M +$38.6M +16% 18.9% 58.1% 645
FC
2895
Ferris Capital
Massachusetts
$283M +$56.4M +25% 24.3% 67% 169
WAG
2896
Winthrop Advisory Group
Massachusetts
$283M +$33.1M +13% 19.4% 62.4% 97
HI
2897
Human Investing
Oregon
$283M +$52.3M +23% 16.6% 42.9% 372
WMG
2898
WESCAP Management Group
California
$283M +$43.6M +18% 14.5% 33.9% 92
PS
2899
Portfolio Strategies
New York
$283M +$109M +63% 38.4% 99.7% 48
WIP
2900
Wellesley Investment Partners
Massachusetts
$283M +$31.2M +12% 11.4% 22.7% 110