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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TJHA
3801
Thomas J. Herzfeld Advisors
Florida
$241M -$25.4M -10% 12% 21% 346
HWM
3802
Horizon Wealth Management
Illinois
$241M -$80.4M -25% 17.5% 84.2% 124
RG
3803
Retirement Group
California
$241M -$17.6M -7% 14.2% 33.7% 848
FHC
3804
Forest Hill Capital
Arkansas
$241M -$137M -36% 14.8% 51.1% 52
IC
3805
Ikarian Capital
Texas
$241M -$87.5M -27% 0.53% 441% 189
D
3806
Diversified
Delaware
$241M -$4.57M -2% 14.5% 34.4% 117
HNWAG
3807
High Net Worth Advisory Group
Florida
$241M -$34.1M -12% 11.6% 58% 746
S
3808
SimplyRich
California
$241M -$45M -16% 12.1% 61.4% 171
CIM
3809
CIM Investment Management
Pennsylvania
$241M -$55.3M -19% 17.4% 87.7% 265
MVM
3810
Medicxi Ventures Management
Jersey
$241M -$128M -35% 31.9% 263% 7
ACM
3811
AIGH Capital Management
Maryland
$241M -$34.8M -13% 7.24% 329% 56
AWM
3812
Atticus Wealth Management
Florida
$241M -$33.1M -12% 12.6% 51.1% 663
EPA
3813
Element Pointe Advisors
Florida
$241M -$56M -19% 15% 50.8% 91
CA
3814
Crumly & Associates
Illinois
$241M -$26.1M -10% 13.3% 43.1% 122
DSN
3815
D. Scott Neal
Kentucky
$240M -$11.3M -4% 1.79% 88% 70
PFA
3816
Pathway Financial Advisors
Vermont
$240M -$26.9M -10% 13% 41.6% 149
CYG
3817
Clean Yield Group
Vermont
$240M -$39.6M -14% 10.3% 41.3% 499
ECG
3818
EPIQ Capital Group
California
$240M -$126M -34% 23.6% 4.59% 53
NME
3819
Notis-McConarty Edward
$240M -$40.2M -14% 12.2% 73% 104
AAMC
3820
Asset Allocation & Management Company
Illinois
$240M -$38.9M -14% 9.73% 43.9% 121
HIC
3821
Holderness Investments Company
North Carolina
$240M -$60.4M -20% 13.5% 95% 217
ETI
3822
Enterprise Trust & Investment
California
$240M -$40M -14% 16.2% 58.6% 372
HCM
3823
HGI Capital Management
New York
$239M -$84.7M -26% 17.4% 26.8% 80
CCM
3824
Carderock Capital Management
Maryland
$239M -$70.2M -23% 14.7% 78.4% 72
OBWP
3825
O'Brien Wealth Partners
Massachusetts
$239M -$12.6M -5% 14.7% 41.6% 67