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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
B
3976
BetterWealth
California
$307M +$14.5M +5% 4.77% 45.6% 67
SF
3977
Safeguard Financial
Wisconsin
$307M +$42.8M +16% 8.75% 21.9% 86
BA
3978
Birinyi Associates
Connecticut
$307M +$25.2M +9% 10.4% 109% 60
CP
3979
Capital Planning
Washington
$307M +$25.4M +9% 7.78% 69.9% 85
GPA
3980
Guidance Point Advisors
Massachusetts
$307M +$36.1M +13% 9.42% 65.1% 86
AWM
3981
Atticus Wealth Management
Florida
$306M +$22.4M +8% 7.26% 51.1% 588
WCM
3982
Whitener Capital Management
North Carolina
$305M +$29.2M +11% 11.1% 82.4% 159
WKWM
3983
Walter & Keenan Wealth Management
Indiana
$305M +$25.6M +9% 10.8% 70.2% 150
AWAM
3984
Appian Way Asset Management
New York
$305M -$3.73M -1% 4.57% 30.4% 53
RAM
3985
Roanoke Asset Management
New Jersey
$305M +$35.2M +13% 15.4% 50.3% 108
SCM
3986
SG Capital Management
Illinois
$305M +$23.2M +8% 10.2% 218% 68
WA
3987
WP Advisors
California
$305M +$34.7M +13% 11.1% 102% 108
WWM
3988
Wiser Wealth Management
Georgia
$305M +$30.4M +11% 5.97% 36.7% 36
OKSA
3989
O'Keefe Stevens Advisory
New York
$305M +$56.4M +23% 26.8% 211% 67
SPC
3990
Stony Point Capital
New York
$305M +$1.86M +0.6% 13.4% 184% 30
LAM
3991
L2 Asset Management
Massachusetts
$305M +$61.5M +25% 14.3% 111% 213
SCPM
3992
Sea Cliff Partners Management
California
$304M +$47.9M +19% 6.85% 17
OBGC
3993
O'Brien Greene & Co
Pennsylvania
$304M +$19.8M +7% 8.91% 60.1% 138
AIM
3994
Alpine Investment Management
Hong Kong
$304M +$59.7M +24% 0.63% 20
CWM
3995
Cedar Wealth Management
California
$304M +$29.3M +11% 7.14% 48.8% 364
SFA
3996
Semmax Financial Advisors
North Carolina
$304M +$29.3M +11% 6.51% 451
AFS
3997
Annapolis Financial Services
Maryland
$304M -$95.5M -24% 5.79% 15% 478
SF
3998
Susquehanna Foundation
Pennsylvania
$303M +$23M +8% 8.25% 36.7% 4
MFGP
3999
Marshall Financial Group (Pennsylvania)
Pennsylvania
$303M +$23.3M +8% 7.24% 46.4% 58
MAG
4000
Mokosak Advisory Group
Iowa
$303M +$24.1M +9% 6.37% 41.1% 31