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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KWA
3901
KCS Wealth Advisory
California
$241M +$23.9M +11% 7.7% 45.3% 148
ACM
3902
ADW Capital Management
Florida
$240M +$59.7M +33% 25% 148% 6
NME
3903
Notis-McConarty Edward
$240M +$16.6M +7% 11.3% 73% 98
CFO
3904
Colony Family Offices
North Carolina
$240M +$9.13M +4% 8.07% 38.1% 81
CCM
3905
Cobalt Capital Management
New Jersey
$240M -$7.16M -3% 7.27% 182% 38
ONPI
3906
Owls Nest Partners IA
Pennsylvania
$240M -$9.27M -4% 2.01% 125% 16
BA
3907
Bridge Advisory
California
$240M +$34.5M +17% 3.66% 6.7% 136
IWMA
3908
Ironwood Wealth Management (Arizona)
Arizona
$239M +$15.9M +7% 7.72% 24.3% 56
SA
3909
Sycale Advisors
New York
$239M -$13.4M -5% 3.68% 27.5% 26
BU
3910
Brown University
Rhode Island
$239M -$7.25M -3% 12.3% 66.2% 7
WCM
3911
WealthBridge Capital Management
Ohio
$239M +$4.91M +2% 7.45% 68.6% 214
AFG
3912
Allegheny Financial Group
Pennsylvania
$239M +$26.7M +13% 11.7% 75.2% 175
CWA
3913
Canvas Wealth Advisors
Kansas
$239M +$4.32M +2% 5.08% 88.2% 154
ASW
3914
Astoria Strategic Wealth
Texas
$239M +$20M +9% 5.44% 30.5% 33
IP
3915
Ignite Planners
California
$239M +$114M +91% 7.62% 69.5% 257
MAM
3916
MPM Asset Management
Massachusetts
$239M -$23.5M -9% 4.92% 14.1% 9
KC
3917
Kize Capital
New York
$239M +$22.5M +10% 13.8% 57.4% 8
IMA
3918
Investment Management Associates
Colorado
$239M +$26.2M +12% 8.05% 51.8% 45
BWM
3919
BCS Wealth Management
Tennessee
$239M +$26.4M +12% 7.01% 35.3% 197
HNW
3920
High Note Wealth
Minnesota
$239M -$11.5M -5% 7.6% 61.9% 100
HCM
3921
Harvey Capital Management
Florida
$239M +$7.89M +3% 4.74% 140% 82
CPG
3922
Cornerstone Planning Group
New Jersey
$239M 6.65% 1,561
LWA
3923
LWS Wealth Advisors
New Jersey
$239M -$22.5M -9% 7.63% 8.87% 61
KJWM
3924
Kiley Juergens Wealth Management
Washington
$239M +$26M +12% 7.23% 99.6% 74
VM
3925
Varde Management
Minnesota
$239M -$103M -30% 3.65% 11.3% 18