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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AC
4001
AMS Capital
Brazil
$265M -$182M -41% 5.6% 99% 36
LIC
4002
Laurus Investment Counsel
Canada
$265M -$121M -31% 9.36% 37.4% 45
FA
4003
Fiducient Advisors
Illinois
$265M -$64.8M -20% 4.89% 40.7% 66
FTA
4004
Financial & Tax Architects
Missouri
$265M +$19.9M +8% 0.57% 37.9% 109
CFA
4005
CWS Financial Advisors
Michigan
$265M -$18.9M -7% 2.6% 66.6% 159
FL
4006
Fort LP
Maryland
$264M -$44.2M -14% 5.67% 56.8% 300
RHI
4007
Richmond Hill Investments
New York
$264M -$41.7M -14% 12.7% 30.5% 10
GPA
4008
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 6.94% 65.1% 98
HCA
4009
Hyperion Capital Advisors
New York
$264M -$184M -41% 13.3% 105% 63
CPFP
4010
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 1.04% 253
OBWG
4011
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 4.97% 55% 186
AFA
4012
Arlington Financial Advisors
California
$263M -$31.5M -11% 1.59% 55.6% 79
CFG
4013
Cooper Financial Group
California
$263M -$1.63M -0.6% 3.12% 64.8% 278
GGI
4014
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 4.33% 56.2% 160
1M
4015
13D Management
New York
$263M +$2.06M +0.8% 3.39% 60.2% 35
LRIA
4016
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 4.76% 39.5% 76
AWM
4017
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 1.14% 42.6% 95
CCS
4018
Concentric Capital Strategies
Connecticut
$262M 0.61% 124% 136
QCI
4019
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 14.2% 97.4% 23
WC
4020
Wynnefield Capital
New York
$262M -$18.1M -6% 7.42% 81% 22
PFS
4021
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 2.39% 89.3% 120
TEC
4022
Tiger Eye Capital
Tennessee
$262M -$101M -28% 7.58% 125% 60
CFO
4023
Collective Family Office
Pennsylvania
$262M +$7.75M +3% 2.89% 35.8% 201
IVM
4024
InterWest Venture Management
California
$262M +$92.6M +55% 28.3% 59.6% 10
MG
4025
MilWealth Group
Wisconsin
$261M -$8.43M -3% 5.64% 29.4% 161