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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HI
4176
Humankind Investments
New York
$244M +$165M +208% 2.4% 48.9% 119
OPTFSNA
4177
Old Point Trust & Financial Services N A
Virginia
$244M -$4.54M -2% 2.09% 53.6% 81
MFGM
4178
Marshall Financial Group (Maryland)
Maryland
$244M -$27.1M -10% 5.13% 51.6% 224
CHJWM
4179
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244M +$6.86M +3% 0.91% 43.7% 137
AIA
4180
Affinity Investment Advisors
California
$244M -$5.14M -2% 0.17% 103% 213
OAJ
4181
Ogorek Anthony Joseph
New York
$244M +$9.93M +4% 5.01% 48.5% 296
MCM
4182
Morton Capital Management
California
$244M -$1M -0.4% 0.58% 54.8% 93
FF
4183
Fluent Financial
Texas
$244M -$1.91M -0.8% 6.76% 36.1% 88
IWMA
4184
Ironwood Wealth Management (Arizona)
Arizona
$243M +$14.1M +6% 3.88% 24.3% 56
CFP
4185
Curran Financial Partners
South Carolina
$243M +$7.73M +3% 4.39% 44.6% 82
AIA
4186
AIMZ Investment Advisors
California
$243M -$13.7M -5% 2.93% 66.7% 122
BGC
4187
Birch Grove Capital
New York
$243M +$23.4M +11% 1.15% 2.44% 56
SVP
4188
Strategic Value Partners
Connecticut
$243M +$102M +72% 5.6% 97.2% 11
PA
4189
PSI Advisors
Florida
$243M -$2.81M -1% 3.21% 49.7% 839
APW
4190
Aurora Private Wealth
New Jersey
$243M +$12.3M +5% 2.53% 75% 219
MA
4191
MYDA Advisors
New York
$243M -$76M -24% 1.79% 127% 309
WCG
4192
Wall Capital Group
Arizona
$243M -$44.3M -15% 5.65% 16.6% 28
WA
4193
WP Advisors
California
$243M +$2.79M +1% 0.01% 102% 116
VFIC
4194
Valley Forge Investment Consultants
Pennsylvania
$243M +$16.6M +7% 4.88% 53% 89
MCA
4195
MSH Capital Advisors
Arizona
$242M +$19M +8% 3.12% 51.9% 205
SGH
4196
Sivik Global Healthcare
Connecticut
$242M +$8.86M +4% 2.88% 45.3% 60
CFG
4197
Compton Financial Group
Maryland
$242M -$3.71M -2% 4.08% 28.9% 36
WPWM
4198
Windward Private Wealth Management
Kansas
$242M -$17M -7% 4.49% 27.3% 49
PWP
4199
Pursue Wealth Partners
California
$242M -$16.4M -6% 10.2% 99.9% 254
RM
4200
RP Management
New York
$242M +$9.51M +4% 13.5% 207% 4