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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FG
4001
Foundry Group
Colorado
$221M -$62.3M -22% 19.8% 4
CFO
4002
Colony Family Offices
North Carolina
$221M +$12.2M +6% 13.8% 38.1% 76
RWA
4003
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 11.4% 95.1% 218
BZWA
4004
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 14.3% 77.1% 106
SCM
4005
Stormborn Capital Management
Connecticut
$221M -$12.7M -5% 14.7% 263% 34
OFS
4006
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 10.9% 43.2% 254
WCA
4007
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 14.8% 50.5% 146
AWM
4008
Aries Wealth Management
Maine
$220M -$10.8M -5% 10.6% 64.1% 233
MFGP
4009
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M -$30.7M -12% 15.2% 46.4% 58
HI
4010
Hoey Investments
Pennsylvania
$220M -$138M -39% 24.7% 245% 302
WCM
4011
Weik Capital Management
Pennsylvania
$219M -$34.1M -13% 11.8% 72.2% 111
SSI
4012
Scott & Selber Inc
Texas
$219M -$40.1M -15% 13.2% 110% 102
SCM
4013
Stonebridge Capital Management
California
$219M -$57.9M -21% 12.2% 71.8% 100
DIM
4014
Delta Investment Management
California
$219M -$118M -35% 12.9% 52% 157
SC
4015
Sagefield Capital
Texas
$219M -$9.58M -4% 6.42% 85.2% 170
SEP
4016
Southland Equity Partners
Missouri
$219M -$21.3M -9% 12.6% 48.4% 184
NFGCM
4017
Norman Fields Gottscho Capital Management
New York
$219M -$47.8M -18% 17% 85% 76
CFA
4018
CWS Financial Advisors
Michigan
$219M -$46.1M -17% 16.2% 66.6% 174
NFAM
4019
North Fourth Asset Management
New Jersey
$219M +$63.1M +41% 5.83% 43% 108
QT
4020
Quantamental Technologies
New York
$219M +$45.3M +26% 16.9% 24.2% 603
LWMG
4021
Levy Wealth Management Group
Pennsylvania
$219M -$22.3M -9% 11.4% 21.1% 81
LF
4022
LL Funds
Pennsylvania
$219M -$286M -57% 56.7% 96.9% 1
CWM
4023
Cedar Wealth Management
California
$218M -$28.8M -12% 12.8% 48.8% 384
PH
4024
Pinnacle Holdings
Oklahoma
$218M -$36.2M -14% 9.78% 58.8% 274
BAM
4025
Baldrige Asset Management
Pennsylvania
$218M -$26.4M -11% 12.4% 43.5% 334