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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ODG
3726
O'Dell Group
Ohio
$401M +$15M +4% 7.58% 53.5% 36
BHWA
3727
Beacon Harbor Wealth Advisors
Virginia
$401M -$29.6M -7% 13.1% 92
AA
3728
Addison Advisors
Vermont
$401M +$34.2M +9% 7.17% 45.7% 932
BCM
3729
Beck Capital Management
Texas
$401M +$60.3M +18% 24.7% 187% 131
SIAG
3730
Safeguard Investment Advisory Group
California
$401M +$32.7M +9% 10.4% 63.7% 157
WPIC
3731
White Pine Investment Company
Michigan
$401M +$29.2M +8% 6.93% 61.3% 68
RC
3732
Reik & Co
New York
$401M -$29.2M -7% 1.09% 46.1% 56
BZWA
3733
Blue Zone Wealth Advisors
California
$400M +$40.5M +11% 8% 77.1% 115
GLAM
3734
Gardner Lewis Asset Management
Pennsylvania
$400M -$14.7M -4% 24.6% 270% 102
LOAMU
3735
Lombard Odier Asset Management (USA)
New York
$400M +$104M +35% 3.43% 8.43% 353
MWM
3736
Marion Wealth Management
Pennsylvania
$399M +$25.1M +7% 6.44% 39.4% 140
CCIP
3737
Camrose Capital Investment Partners
United Kingdom
$399M +$121M +43% 7.9% 9
WWM
3738
Wiser Wealth Management
Georgia
$399M +$42.9M +12% 8.1% 36.7% 53
LHC
3739
Little House Capital
Massachusetts
$399M +$35.4M +10% 13.4% 82.3% 141
OHA
3740
Oak Hill Advisors
New York
$399M -$73.1M -15% 3.54% 10.1% 14
MA
3741
MSA Advisors
California
$399M +$8.21M +2% 9.82% 34
ZI
3742
ZEGA Investments
Florida
$399M +$58.3M +17% 4.04% 143
FGWP
3743
Founders Grove Wealth Partners
Virginia
$399M +$39.6M +11% 7.99% 135
DAL
3744
Delta Air Lines
Georgia
$398M +$65.8M +20% 26.2% 52.2% 2
AWAM
3745
Appian Way Asset Management
New York
$398M -$23.9M -6% 13.9% 30.4% 36
SWGC
3746
Summit Wealth Group (Colorado)
Colorado
$398M 8.56% 236
MAV
3747
Mason & Associates (Virginia)
Virginia
$398M +$51.1M +15% 6.59% 44
BOSSRA
3748
B.O.S.S. Retirement Advisors
Utah
$398M +$53.4M +15% 9.96% 210
CAG
3749
Curtis Advisory Group
California
$398M +$57.5M +17% 12.9% 67.6% 113
TCM
3750
Tradewinds Capital Management
Washington
$398M +$24.6M +7% 10.4% 43.4% 706