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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HCA
4001
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 5.24% 26.6% 105
BIG
4002
Builder Investment Group
Georgia
$256M +$26.7M +12% 14.4% 96
VIA
4003
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 4.47% 43% 73
CFO
4004
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 2.7% 35.8% 186
SSI
4005
Scott & Selber Inc
Texas
$256M +$20.8M +9% 10.3% 110% 103
PPWP
4006
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 3.66% 19.4% 96
LF
4007
Lantz Financial
Illinois
$255M +$14.9M +6% 5.24% 54.1% 197
OAM
4008
Origin Asset Management
United Kingdom
$255M -$86.1M -25% 5.19% 59.3% 31
MAM
4009
McLean Asset Management
Virginia
$255M +$12.1M +5% 5.19% 53.8% 134
IC
4010
Innealta Capital
Texas
$255M +$18.5M +8% 4.29% 48.3% 77
PFS
4011
Physicians Financial Services
North Carolina
$255M +$18.2M +8% 9.35% 89.3% 108
WIM
4012
Warwick Investment Management
Texas
$255M +$18.9M +8% 5.66% 53.6% 70
MLA
4013
My Legacy Advisors
Oregon
$254M +$21.2M +9% 5.2% 49.8% 223
SWRP
4014
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 5.33% 50.8% 109
IVMX
4015
Institutional Venture Management XV
California
$254M -$87.5M -26% 3.1% 182% 6
AAA
4016
Affinity Asset Advisors
New York
$254M -$6.12M -2% 11.4% 453% 90
FFA
4017
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 7.09% 71.2% 520
BDA
4018
Borer Denton & Associates
Pennsylvania
$254M +$13.1M +5% 6.71% 52.1% 63
CWM
4019
Chesapeake Wealth Management
Virginia
$254M +$13.9M +6% 6.24% 59% 161
SF
4020
Susquehanna Foundation
Pennsylvania
$254M +$33.3M +15% 15.1% 36.7% 4
BCM
4021
Beck Capital Management
Texas
$254M +$18.6M +8% 12.3% 187% 132
HWM
4022
Horizon Wealth Management
Illinois
$254M +$120M +90% 11.1% 84.2% 86
OH
4023
Oikos Holdings
New York
$253M +$13.2M +6% 5.61% 5.54% 10
CPG
4024
Cornerstone Planning Group
New Jersey
$253M 4.34% 1,569
MAG
4025
Mokosak Advisory Group
Iowa
$253M +$18.2M +8% 5.26% 41.1% 25