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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JCIA
3551
Jackson Creek Investment Advisors
Colorado
$288M +$33.3M +13% 19.7% 169% 397
Legacy Financial Group (Iowa)
3552
Legacy Financial Group (Iowa)
Iowa
$288M +$27.7M +11% 4.56% 32.5% 62
SFA
3553
Stewardship Financial Advisors
Georgia
$288M +$14.2M +5% 5.52% 39.1% 108
DII
3554
DCM International IV
California
$288M +$17.8M +7% 6.59% 1
OWA
3555
Outlook Wealth Advisors
Texas
$288M +$13.1M +5% 5.33% 51.2% 206
HC
3556
Hendley & Co
Ohio
$287M +$28M +11% 5.76% 50.1% 72
CA
3557
Claar Advisors
New York
$287M +$12.1M +4% 5.59% 81.3% 41
FNBOMD
3558
First National Bank of Mount Dora
Florida
$287M +$10.7M +4% 6.55% 81.2% 122
ME
3559
McIlrath & Eck
Washington
$287M +$16.7M +6% 5.46% 43.8% 799
MWP
3560
Moller Wealth Partners
$287M +$44.9M +19% 7.31% 25.7% 54
W
3561
WealthStone
Ohio
$287M +$4.87M +2% 4.74% 297
GEA
3562
Glen Eagle Advisors
New Jersey
$286M +$32.4M +13% 4.6% 62.2% 1,037
HI
3563
Hoey Investments
Pennsylvania
$286M +$13.2M +5% 2.15% 245% 259
AW
3564
Avion Wealth
Texas
$286M -$31.7M -10% 4.24% 29.2% 399
MW
3565
MBL Wealth
North Carolina
$286M +$33.5M +13% 5.23% 35.5% 155
SPIO
3566
Seven Post Investment Office
California
$286M +$40.1M +16% 9.92% 50.6% 45
JAG
3567
Journey Advisory Group
Kentucky
$286M +$18.6M +7% 4.24% 54.5% 195
PCM
3568
Poehling Capital Management
Wisconsin
$286M +$33.6M +13% 9.02% 49.3% 167
CIA
3569
Capital Impact Advisors
Massachusetts
$286M -$122M -30% 10.7% 143
APC
3570
Aspire Private Capital
North Carolina
$286M +$23.9M +9% 4.34% 39.4% 631
ODG
3571
O'Dell Group
Ohio
$286M +$28.6M +11% 7.08% 53.5% 77
PCI
3572
Pacifica Capital Investments
Texas
$285M +$16.1M +6% 16.8% 108% 19
HW
3573
Hedeker Wealth
Illinois
$285M -$1.19M -0.4% 3.72% 101% 66
EIG
3574
Ellenbecker Investment Group
Wisconsin
$285M +$14M +5% 5.84% 49.2% 67
LK
3575
Lumbard & Kellner
New Hampshire
$284M +$30.4M +12% 11.7% 58.3% 105