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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BI
3801
Ballast Inc
Kentucky
$353M +$27.6M +9% 7.95% 50.7% 125
CAG
3802
Curtis Advisory Group
California
$352M +$68.7M +24% 4.19% 67.6% 101
SCA
3803
St. Clair Advisors
Ohio
$352M +$38.7M +12% 7.55% 58% 79
CFP
3804
Curran Financial Partners
South Carolina
$352M +$53.1M +18% 6.54% 44.6% 93
GIPM
3805
G2 Investment Partners Management
New York
$352M -$33.1M -9% 15.9% 948% 88
CLC
3806
Charles-Lim Capital
Hong Kong
$352M -$55.7M -14% 7.4% 10.4% 7
SAAM
3807
Solus Alternative Asset Management
New Jersey
$352M +$2.77M +0.8% 6.09% 57% 10
AAS
3808
Asset Allocation Strategies
Michigan
$351M +$53.9M +18% 5.58% 120
DF
3809
Donoghue Forlines
Massachusetts
$351M -$1.14M -0.3% 6.27% 87.4% 283
MA
3810
MYDA Advisors
New York
$351M +$22.5M +7% 8.11% 127% 166
SIAG
3811
Safeguard Investment Advisory Group
California
$351M +$28.8M +9% 5.48% 63.7% 126
EWM
3812
Essex Woodlands Management
Texas
$350M +$43.7M +14% 40.2% 196% 7
GAG
3813
Goodman Advisory Group
Massachusetts
$350M +$15.5M +5% 5.36% 64.9% 206
BCP
3814
Berkeley Capital Partners
Georgia
$350M +$18.1M +5% 7.55% 45.8% 177
PEA
3815
Park Edge Advisors
Ohio
$350M +$22.8M +7% 4.3% 154
DI
3816
DDFG Inc
California
$350M +$26.3M +8% 6.29% 83
HNW
3817
High Note Wealth
Minnesota
$350M +$22.5M +7% 6.16% 61.9% 102
PA
3818
Prism Advisors
California
$350M +$19.8M +6% 6.4% 39.1% 69
AFGI4KRSP
3819
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$350M +$18.3M +6% 9.41% 9.08% 1
HFBOT
3820
Home Federal Bank of Tennessee
Tennessee
$350M +$21M +6% 6.79% 53.2% 81
SCP
3821
Seafarer Capital Partners
California
$350M +$56.6M +19% 12.3% 76.4% 7
HFS
3822
Haverford Financial Services
Pennsylvania
$349M +$15.8M +5% 9.12% 58.6% 41
WWM
3823
Wiser Wealth Management
Georgia
$349M +$25.9M +8% 5.13% 36.7% 49
AR
3824
Apeiron RIA
Texas
$349M +$22.4M +7% 5.84% 48.2% 214
LHC
3825
Little House Capital
Massachusetts
$349M +$28.9M +9% 6.03% 82.3% 123