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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PRWA
3801
Platte River Wealth Advisors
Colorado
$232M +$37.8M +20% 11.2% 28.6% 89
FC
3802
Financial Consulate
Maryland
$232M +$21.2M +10% 11.7% 44.1% 116
XWM
3803
Xcel Wealth Management
Florida
$232M +$37.2M +19% 17.5% 92.7% 120
FVCM
3804
F&V Capital Management
Florida
$232M +$26.1M +13% 15.3% 60.2% 65
LPIC
3805
LeJeune Puetz Investment Counsel
Michigan
$232M +$27.4M +13% 14% 64% 182
PWSG
3806
Pacific Wealth Strategies Group
California
$232M +$41.2M +22% 12.7% 81.1% 88
LFF
3807
Level Four Financial
Texas
$231M 21.7% 307
CIM
3808
Corbyn Investment Management
Maryland
$231M +$40.8M +21% 18.2% 54.2% 62
SWMG
3809
Strategic Wealth Management Group
Maryland
$231M +$25.5M +12% 14.1% 136
ECA
3810
Elevated Capital Advisors
Utah
$231M +$17.4M +8% 8.81% 35.2% 168
FCFC
3811
First Commonwealth Financial Corp
Pennsylvania
$230M +$16.4M +8% 15.7% 62.6% 164
OPA
3812
Old Port Advisors
Maine
$230M +$27.6M +14% 13.6% 196
CCM
3813
Cutler Capital Management
Massachusetts
$230M +$46.3M +25% 9.58% 10.9% 97
DC
3814
Defender Capital
North Carolina
$230M +$26.7M +13% 16.4% 102% 35
SCA
3815
Stokes Capital Advisors
South Carolina
$230M +$21.7M +10% 8.86% 53.4% 70
SWM
3816
Shakespeare Wealth Management
Wisconsin
$230M +$39.6M +21% 14.7% 35.2% 70
SFA
3817
Souders Financial Advisors
Ohio
$230M +$17.9M +8% 10.9% 49.3% 116
FA
3818
Forefront Analytics
Pennsylvania
$229M +$15.1M +7% 8.73% 24.9% 63
FA
3819
Faithward Advisors
Pennsylvania
$229M -$184M -45% 11.7% 72.7% 231
SAIG
3820
Semper Augustus Investments Group
Colorado
$229M +$33.9M +17% 20.6% 66.5% 30
HPC
3821
Hobart Private Capital
North Carolina
$228M +$34.6M +18% 9.53% 42.9% 161
SPC
3822
Stony Point Capital
New York
$228M +$28M +14% 32.4% 184% 31
SFG
3823
Summit Financial Group
West Virginia
$228M +$26.9M +13% 13.3% 26.1% 166
WCM
3824
WealthBridge Capital Management
Ohio
$228M +$33.5M +17% 12.9% 68.6% 150
CF
3825
Corrigan Financial
Rhode Island
$228M +$27.5M +14% 13.3% 9.54% 71