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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWS
3901
Confluence Wealth Services
Pennsylvania
$277M -$33.1M -11% 0.15% 62.1% 1,303
BHWM
3902
Beaird Harris Wealth Management
Texas
$277M +$3.07M +1% 0.33% 31.5% 777
FFA
3903
Fairfield Financial Advisors
Massachusetts
$277M 3.38% 312
CFS
3904
Cannon Financial Strategists
Georgia
$277M -$1.79M -0.6% 4.92% 34.7% 67
WA
3905
Winfield Associates
Ohio
$276M -$23.8M -8% 4.99% 77.6% 160
UCI
3906
Uncommon Cents Investing
Wisconsin
$276M +$9.67M +4% 1.7% 56.6% 145
RRWA
3907
Rainey & Randall Wealth Advisors
Florida
$276M +$32.8M +13% 4.58% 33.3% 58
TFGT
3908
TS Financial Group (TSFG)
Illinois
$276M -$11.3M -4% 4.04% 61.4% 1,051
SWM
3909
Selective Wealth Management
Virginia
$276M +$30.9M +13% 3.13% 815
KC
3910
Knuff & Co
California
$276M -$46.9M -15% 6.54% 94.8% 160
ACM
3911
AIGH Capital Management
Maryland
$276M -$43.9M -14% 6.1% 329% 57
WA
3912
Wealth Advisors
California
$275M -$12.8M -4% 4.76% 39.3% 76
2L
3913
22NW LP
Washington
$275M -$48M -15% 3.39% 189% 26
AAM
3914
Ameraudi Asset Management
New York
$275M +$13.3M +5% 0.96% 41.4% 61
SF
3915
Susquehanna Foundation
Pennsylvania
$275M -$113M -29% 10.4% 36.7% 5
CWM
3916
Chesapeake Wealth Management
Virginia
$275M -$21.8M -7% 4.85% 59% 200
HNWAG
3917
High Net Worth Advisory Group
Florida
$275M -$11.3M -4% 3.31% 58% 743
HCM
3918
HM Capital Management
Missouri
$275M +$12.3M +5% 3.9% 29.6% 62
EPCA
3919
Elizabeth Park Capital Advisors
Ohio
$275M +$15.1M +6% 2.66% 43.1% 56
NC
3920
NovaPoint Capital
Georgia
$275M -$4.25M -2% 2.07% 64.6% 151
RFA
3921
Radnor Financial Advisors
Pennsylvania
$275M -$6.63M -2% 7.24% 2.54% 27
WA
3922
Wambolt & Associates
Colorado
$275M -$2.07M -0.7% 3.44% 62.2% 248
OM
3923
OpenView Management
Massachusetts
$274M -$245M -47% 29% 3
TCM
3924
Tao Capital Management
California
$274M -$53.1M -16% 18.5% 522% 18
CWA
3925
Canvas Wealth Advisors
Kansas
$274M -$3.73M -1% 6.19% 88.2% 164