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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FWM
4101
Foresight Wealth Management
Utah
$158M +$23.4M +17% 3.79% 5.82% 109
LFA
4102
Landmark Financial Advisors
Kentucky
$158M +$4.61M +3% 4.75% 11.8% 60
CA
4103
Claro Advisors
Massachusetts
$158M +$12.5M +9% 9% 76.1% 204
MI
4104
M3F Inc
Utah
$158M +$22.8M +17% 3.59% 98.5% 53
SFSG
4105
Sound Financial Strategies Group
Mississippi
$158M +$3.3M +2% 3.35% 25% 66
NF
4106
Nikulski Financial
Iowa
$158M +$15.2M +11% 9.34% 71.7% 108
DCM
4107
Davidson Capital Management
Texas
$158M +$44M +39% 7.35% 67.1% 87
CIA
4108
Compass Ion Advisors
Pennsylvania
$157M +$45.4M +40% 5.91% 53.2% 83
SCM
4109
Seascape Capital Management
New Hampshire
$157M +$17.8M +13% 7.42% 68.6% 71
ECM
4110
EII Capital Management
New York
$157M +$4.12M +3% 2.63% 47% 195
VCM
4111
Voce Capital Management
California
$157M +$13.3M +9% 9.04% 69.2% 16
RWM
4112
Rench Wealth Management
Texas
$157M +$8.71M +6% 6.77% 80.9% 37
BWM
4113
BigSur Wealth Management
Florida
$157M +$17.1M +12% 8.99% 75.9% 115
WS
4114
Wela Strategies
Georgia
$157M -$194K -0.1% 3.89% 35.6% 46
MA
4115
MONECO Advisors
Connecticut
$157M +$29.2M +23% 8.42% 56.6% 162
WBC
4116
West Branch Capital
Massachusetts
$157M +$14.8M +10% 11.7% 126% 87
WTFG
4117
Wells Trecaso Financial Group
Ohio
$157M +$11.7M +8% 12.9% 81% 80
BCIM
4118
Bishop & Co Investment Management
Pennsylvania
$157M +$10.1M +7% 5.94% 38.8% 22
AIA
4119
Arcadia Investment Advisors
Idaho
$157M +$9.27M +6% 6.92% 43% 111
MWC
4120
MBM Wealth Consultants
Missouri
$157M +$14.8M +10% 4.47% 47.8% 238
NWA
4121
New World Advisors
Massachusetts
$157M +$8.82M +6% 10% 110% 30
GTAM
4122
Global Trust Asset Management
Florida
$156M +$13.2M +9% 9.62% 72.7% 407
OFCM
4123
One Fin Capital Management
California
$156M +$22.2M +17% 17.6% 67.3% 28
HLAM
4124
Hidden Lake Asset Management
New York
$156M +$36.6M +31% 21.1% 142% 34
SWAG
4125
Spectrum Wealth Advisory Group
California
$156M +$85.2M +120% 7.49% 60.6% 44