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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EA
3876
Elm Advisors
California
$129M -$4.65M -3% 0.85% 50.5% 84
MAG
3877
Mokosak Advisory Group
Iowa
$129M +$96K +0.1% 1.87% 41.1% 10
DACG
3878
Donor Advised Charitable Giving
California
$129M +$9.51M +8% 18.4% 885% 18
PCM
3879
Peak Capital Management
Colorado
$129M -$17.9M -12% 1.86% 9.52% 102
SCM
3880
Stonehearth Capital Management
Massachusetts
$129M -$2.46M -2% 0.8% 49.2% 36
NIM
3881
Nicollet Investment Management
Minnesota
$129M +$7.36M +6% 3.07% 97.6% 69
LA
3882
Lau Associates
Delaware
$129M +$290K +0.2% 1.8% 44.4% 81
MMHP
3883
Murphy Middleton Hinkle & Parker
Georgia
$129M -$5.69M -4% 2.95% 46.8% 122
HWA
3884
Heritage Way Advisors
Illinois
$129M -$4.2M -3% 1.86% 79.5% 67
TFCM
3885
Taylor Frigon Capital Management
Arizona
$129M +$4.02M +3% 1.48% 108% 94
BSG
3886
Black Swift Group
Colorado
$128M +$21M +20% 5.19% 109% 59
BCM
3887
Billings Capital Management
Virginia
$128M -$36M -22% 6.08% 11
AWA
3888
Artemis Wealth Advisors
New York
$128M +$10.4M +9% 2.02% 89.4% 31
MWM
3889
MinichMacGregor Wealth Management
New York
$128M +$317K +0.2% 0.88% 83.1% 588
HCM
3890
Hutner Capital Management
Vermont
$128M -$12M -9% 6% 48.7% 42
RRWA
3891
Rainey & Randall Wealth Advisors
Florida
$128M +$12.7M +11% 0.6% 33.3% 33
CCPM
3892
Cooper Creek Partners Management
New York
$128M -$13.7M -10% 1.89% 62.8% 35
LRIA
3893
Leonard Rickey Investment Advisors
Washington
$128M -$2.46M -2% 0.39% 39.5% 65
FFG
3894
Ford Financial Group
California
$128M -$4.85M -4% 1.14% 47.7% 456
FAM
3895
Foothills Asset Management
Arizona
$128M -$3.87M -3% 1.75% 8.84% 64
NWS
3896
Newport Wealth Strategies
California
$128M -$11.8M -8% 0.64% 51.3% 109
APC
3897
Alta Park Capital
California
$128M +$16.3M +15% 20.8% 433% 36
PCR
3898
Potrero Capital Research
California
$128M +$13.4M +12% 9.1% 98.3% 59
SFG
3899
Summit Financial Group
West Virginia
$128M +$5.54M +5% 2.47% 26.1% 128
FPGK
3900
Financial Partners Group (Kansas)
Kansas
$128M +$586K +0.5% 0.24% 49.2% 83