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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AC
4151
Arjuna Capital
North Carolina
$217M +$13.5M +7% 8.59% 81.1% 106
FLA
4152
Financial Life Advisors
Texas
$217M +$17.2M +9% 5.68% 31.3% 84
APWM
4153
Atlas Private Wealth Management
New York
$217M +$78.6M +57% 5.88% 19.8% 111
LFA
4154
Landmark Financial Advisors
Kentucky
$217M +$27.4M +14% 8.41% 11.8% 87
NFAM
4155
North Fourth Asset Management
New Jersey
$217M +$55.4M +34% 8.07% 43% 83
WWM
4156
Wiser Wealth Management
Georgia
$216M +$25.1M +13% 5.59% 36.7% 38
E
4157
ETFidea
New York
$216M +$22.3M +12% 8.37% 22.7% 113
TWD
4158
True Wealth Design
Ohio
$216M – – 10.2% – 803
MWC
4159
MBM Wealth Consultants
Missouri
$216M +$8.71M +4% 6.2% 47.8% 363
AGC
4160
Aspen Grove Capital
Colorado
$216M – – 9.23% – 163
NHFG
4161
New Harbor Financial Group
Massachusetts
$216M +$56.2M +35% 3.61% 28.3% 34
MSCM
4162
McElhenny Sheffield Capital Management
Texas
$216M +$85M +65% 4.2% 91.7% 660
RCGI
4163
Ribbit Capital GP II
California
$216M -$51.8M -19% 19.4% – 1
AP
4164
Agilis Partners
Massachusetts
$215M +$56.8M +36% 7.14% 8.47% 23
IVSFI
4165
IA Venture Strategies Fund II
New York
$215M -$79.4M -27% 26% 19.1% 2
LC
4166
LCNB Corp
Ohio
$215M +$31.3M +17% 11.1% 57.6% 177
IC
4167
Innealta Capital
Texas
$215M +$29.1M +16% 8.62% 48.3% 71
NOCM
4168
Night Owl Capital Management
Connecticut
$215M -$25.2M -10% 2.79% 169% 18
GGPE
4169
Golden Gate Private Equity
California
$215M -$627K -0.3% 0.67% 8.72% 4
TCM
4170
Tradewinds Capital Management
Washington
$215M -$29.4M -12% 7.55% 43.4% 541
FCP
4171
Fosse Capital Partners
United Kingdom
$214M +$19.7M +10% 1.97% 124% 4
M1FG
4172
Mach-1 Financial Group
Arkansas
$214M +$119M +125% 6.92% 95% 502
WCM
4173
Weik Capital Management
Pennsylvania
$214M +$13.6M +7% 9.72% 72.2% 105
BWP
4174
Bernardo Wealth Planning
Pennsylvania
$214M +$37.2M +21% 6.18% 46.7% 95
SCMS
4175
Serenity Capital Management (Singapore)
Singapore
$214M – – 14.1% – 3
165 166
167
168 169