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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LHC
4051
Little House Capital
Massachusetts
$133M +$29.9M +29% 12.4% 82.3% 297
SWM
4052
Shakespeare Wealth Management
Wisconsin
$133M +$3.59M +3% 10.7% 35.2% 45
GAAM
4053
Guinness Atkinson Asset Management
California
$133M +$16.2M +14% 23% 116% 66
CAM
4054
Crown Advisors Management
California
$133M +$36.9M +38% 25% 185% 50
AGA
4055
Arkos Global Advisors
Texas
$133M +$10.7M +9% 8.68% 31.4% 55
LC
4056
Lodbrok Capital
United Kingdom
$133M +$28.2M +27% 0% 21.1% 1
LCM
4057
Lonestar Capital Management
California
$133M +$22.1M +20% 5.45% 45.2% 29
CCM
4058
Colorado Capital Management
Colorado
$133M +$13.4M +11% 10.7% 41.9% 87
MWM
4059
MinichMacGregor Wealth Management
New York
$133M -$13.1M -9% 11.5% 83.1% 126
AWM
4060
AllSquare Wealth Management
New York
$133M +$12.1M +10% 9.86% 43.2% 505
AFNAS
4061
American Financial Network Advisory Services
California
$133M -$7.02M -5% 11.7% 176
BAM
4062
Boyar Asset Management
New York
$133M +$11.6M +10% 10.7% 64.5% 74
LWM
4063
Liberty Wealth Management
California
$133M -$1.3M -1% 10.9% 901
AIA
4064
Arcadia Investment Advisors
Idaho
$133M +$19M +17% 11.6% 43% 72
MA
4065
Mangham Associates
Virginia
$133M +$21.4M +19% 12.5% 24.4% 6
NWM
4066
Northwest Wealth Management
Iowa
$133M +$14.5M +12% 10.3% 46.3% 566
DC
4067
DeDora Capital
California
$133M +$19.6M +17% 14% 75.5% 90
HW
4068
Hedeker Wealth
Illinois
$133M +$7.89M +6% 12.4% 101% 69
AAM
4069
American Asset Management
Florida
$132M -$3.98M -3% 9.79% 35.6% 113
TC
4070
TAP Consulting
Missouri
$132M 12.5% 3.06% 93
RTC
4071
Riverview Trust Company
Washington
$132M +$4.44M +3% 11.6% 71.7% 449
NEGWA
4072
New England Guild Wealth Advisors
Connecticut
$132M +$13M +11% 9.5% 6.04% 51
ACM
4073
Adalta Capital Management
New York
$132M +$25.1M +23% 17.8% 65.8% 78
TGI
4074
TRV GP IV
Massachusetts
$132M +$86.2M +189% 189% 263% 1
NVCHI
4075
New Vernon Capital Holdings II
New Jersey
$132M +$67.2M +104% 10.7% 76.7% 42