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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JAG
3526
Journey Advisory Group
Kentucky
$267M 10.9% 54.5% 180
IF
3527
Ironwood Financial
Arizona
$267M +$68.2M +34% 10.8% 43.9% 516
GLCM
3528
Greenlea Lane Capital Management
Connecticut
$267M +$7.14M +3% 24.2% 159% 11
PA
3529
Parkside Advisors
California
$267M +$39.6M +17% 11.2% 36.7% 72
JSL
3530
JT Stratford LLC
Georgia
$267M +$34.8M +15% 11% 74% 186
LKIM
3531
Lawson Kroeker Investment Management
Nebraska
$267M +$42.5M +19% 23.6% 61.2% 62
PW
3532
Peninsula Wealth
California
$266M +$33M +14% 13.2% 30% 54
SHCM
3533
Silver Heights Capital Management
Ontario, Canada
$266M +$52.3M +24% 28.5% 25.9% 7
CCG
3534
Cloverfields Capital Group
Minnesota
$266M 13.6% 83.1% 56
HGM
3535
Highside Global Management
Texas
$266M +$53.4M +25% 26% 11.1% 20
AWM
3536
Arbor Wealth Management
Florida
$266M +$14.1M +6% 15.7% 100% 45
PFM
3537
Peak Financial Management
Massachusetts
$266M +$33.9M +15% 11% 35.9% 68
WCWM
3538
Willow Creek Wealth Management
California
$266M +$23.1M +10% 2.75% 24.6% 92
VA
3539
Verdad Advisers
Massachusetts
$265M 33.2% 59.2% 39
CCM
3540
Canal Capital Management
Virginia
$265M +$36.9M +16% 14.2% 19.2% 128
AGAM
3541
Avalon Global Asset Management
California
$265M +$63.7M +32% 19.1% 115% 43
CBOR
3542
Community Bank of Raymore
Missouri
$265M +$40.8M +18% 21.5% 51.3% 59
PA
3543
Prism Advisors
California
$265M +$27.3M +12% 11.5% 39.1% 53
SAM
3544
SignalPoint Asset Management
Missouri
$265M +$24.5M +10% 9.89% 36% 208
PPW
3545
Pasadena Private Wealth
California
$264M +$6.9M +3% 9.56% 40.4% 85
MWM
3546
Mattern Wealth Management
Kansas
$264M +$30.8M +13% 9.23% 46.1% 159
IA
3547
Insight Advisors
Pennsylvania
$264M 13.6% 51.6% 271
AIIC
3548
AJU IB Investment Company
South Korea
$264M 60.2% 11
SWM
3549
Southern Wealth Management
Texas
$264M -$7.61M -3% 14.1% 50% 57
SWRP
3550
Summit Wealth & Retirement Planning
California
$264M +$30.7M +13% 10.8% 50.8% 115