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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CPCM
3351
Cardinal Point Capital Management
Ontario, Canada
$329M +$39.5M +14% 6.1% 84
SFS
3352
Security Financial Services
Indiana
$329M +$6.61M +2% 6.27% 47.4% 147
NL
3353
NEPC LLC
Massachusetts
$329M -$89.6M -21% 2.59% 16.9% 27
ACM
3354
Arosa Capital Management
Florida
$329M -$6.85K -0% 4.66% 54.9% 75
SCM
3355
Stordahl Capital Management
Colorado
$328M +$23.1M +8% 4.86% 39.6% 56
TLP
3356
Tri Locum Partners
New York
$328M +$102M +45% 11.8% 388% 92
SW
3357
SkyOak Wealth
Michigan
$328M +$30.3M +10% 8.77% 69% 269
RL
3358
RPO LLC
Connecticut
$328M +$70.5M +27% 1.96% 76% 221
CFM
3359
Capricorn Fund Managers
United Kingdom
$327M -$63.4M -16% 5.01% 80.2% 124
ACM
3360
Altrius Capital Management
North Carolina
$327M +$8.42M +3% 1.71% 27% 95
FCA
3361
FLC Capital Advisors
California
$327M +$5.55M +2% 4.81% 43.6% 165
MAC
3362
Mason & Associates (California)
California
$327M +$13.6M +4% 2.11% 40.9% 86
LGA
3363
Lebenthal Global Advisors
New York
$327M +$23M +8% 2.29% 30.6% 136
SWM
3364
Sendero Wealth Management
Texas
$327M +$45.3M +16% 8.45% 83.8% 109
GG
3365
GenWealth Group
New Jersey
$326M +$20.7M +7% 7.74% 58.4% 74
MCM
3366
Monarch Capital Management
Indiana
$326M -$298K -0.1% 2.83% 49.3% 112
WI
3367
WrapManager Inc
California
$325M +$13.7M +4% 6.13% 53.4% 305
GCM
3368
Gladius Capital Management
Illinois
$325M +$9.02M +3% 1.19% 10.8% 367
NAMM
3369
NorthStar Asset Management (Massachusetts)
Massachusetts
$325M +$25.4M +8% 10.9% 78.7% 67
CCP
3370
Clifford Capital Partners
Utah
$325M -$4.49M -1% 4.77% 47.2% 45
LWA
3371
Lineweaver Wealth Advisors
Ohio
$325M -$5.06M -2% 5.69% 52.3% 139
RCM
3372
Requisite Capital Management
Texas
$325M +$12M +4% 2.64% 29% 78
LWMG
3373
Levy Wealth Management Group
Pennsylvania
$325M +$25.7M +9% 6.25% 21.1% 109
AWM
3374
Aprio Wealth Management
Georgia
$325M +$40.3M +14% 4.87% 42.6% 145
MA
3375
MJP Associates
Connecticut
$325M -$13.4M -4% 4.53% 52.7% 154