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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CIG
3026
Capricorn Investment Group
California
$533M +$126M +31% 48.5% 153% 8
CFP
3027
Catalyst Financial Partners
Massachusetts
$532M +$20.7M +4% 0.76% 283
TLA
3028
Tree Line Advisors
Hong Kong
$532M +$101M +24% 17.6% 401% 9
IDA
3029
Intelligence Driven Advisers
California
$532M -$168M -24% 0.27% 40.3% 121
SDWMA
3030
Schneider Downs Wealth Management Advisors
Pennsylvania
$532M +$43.1M +9% 0.55% 48.8% 146
ACA
3031
Affinity Capital Advisors
California
$532M +$15.3M +3% 0.25% 54.4% 157
HWM
3032
Hohimer Wealth Management
Washington
$531M +$66.4M +14% 2.96% 81.8% 264
AG
3033
Advocate Group
Minnesota
$531M -$20.5M -4% 3.63% 29.8% 120
LKIM
3034
Lawson Kroeker Investment Management
Nebraska
$531M -$17.8M -3% 0.25% 61.2% 91
MCM
3035
Morton Capital Management
California
$530M +$22M +4% 1.11% 54.8% 116
HCM
3036
Hutchinson Capital Management
California
$530M +$2.08M +0.4% 0.71% 50.4% 94
EWA
3037
ERTS Wealth Advisors
Michigan
$530M -$4.2M -0.8% 2.58% 34% 90
HL
3038
HeadInvest LLC
Maine
$530M -$10.5M -2% 0.86% 53.3% 250
AC
3039
Asio Capital
Kentucky
$529M +$2.6M +0.5% 1.93% 83.3% 111
MVM
3040
Medicxi Ventures Management
Jersey
$529M +$157K +0% 2.54% 263% 5
TCM
3041
Topline Capital Management
California
$529M 7.33% 36
TCM
3042
Tufton Capital Management
Maryland
$529M -$4.74M -0.9% 0.64% 52.5% 123
SWM
3043
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 0.93% 10.3% 721
SFG
3044
SevenBridge Financial Group
Pennsylvania
$529M +$9.53M +2% 1.16% 61.7% 230
SLWA
3045
San Luis Wealth Advisors
California
$528M +$44M +9% 0.47% 53.4% 154
WCM
3046
Woodson Capital Management
Connecticut
$528M +$68.7M +15% 45.2% 174% 42
AOWM
3047
Alpha Omega Wealth Management
Virginia
$528M -$17.2M -3% 0.66% 49.2% 211
CFGSD
3048
Compass Financial Group (South Dakota)
South Dakota
$527M +$18.1M +4% 0.76% 95
AWCI
3049
Alpine Woods Capital Investors
New York
$527M -$42.4M -7% 3.93% 86.8% 185
NGM
3050
North Growth Management
British Columbia, Canada
$527M -$9.96M -2% 7.82% 124% 48