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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RIA
4251
Recurrent Investment Advisors
Texas
$248M +$20.2M +9% 3.94% 68.9% 42
CP
4252
Camelot Portfolios
Ohio
$248M +$53.1M +27% 4.08% 28.9% 268
VIA
4253
Vickerman Investment Advisors
Washington
$248M -$2.38M -1% 6.44% 43% 83
EM
4254
Excalibur Management
Massachusetts
$248M +$19.5M +9% 10.4% 63.7% 170
CWM
4255
Cedar Wealth Management
California
$248M +$22.7M +10% 6.35% 48.8% 376
CPFP
4256
Clear Perspectives Financial Planning
Ohio
$247M +$26.6M +12% 5.42% 239
LGA
4257
Lebenthal Global Advisors
New York
$247M +$88.1M +55% 7.46% 30.6% 187
HRC
4258
Hoertkorn Richard Charles
$247M +$24.5M +11% 13.5% 92.1% 83
PCM
4259
Patient Capital Management
Maryland
$247M 1.39% 118% 40
SAM
4260
Secure Asset Management
Michigan
$247M +$44.2M +22% 10.9% 72.3% 222
HAC
4261
Harbor Advisory Corp
New Hampshire
$247M +$16.1M +7% 8.01% 41% 85
KWS
4262
Keystone Wealth Services
California
$246M 8.36% 59.2% 171
SCP
4263
Shorepoint Capital Partners
Massachusetts
$246M +$23.8M +11% 9.85% 29.7% 81
CGFA
4264
Colton Groome Financial Advisors
North Carolina
$246M +$16.2M +7% 6.25% 49.2% 112
CFG
4265
Compton Financial Group
Maryland
$246M +$11.3M +5% 3.9% 28.9% 33
FPOC
4266
Financial Planners of Cleveland
Ohio
$246M 6.86% 87
PAA
4267
Peregrine Asset Advisers
Oregon
$246M +$50M +26% 10.4% 163% 160
GAMC
4268
Garner Asset Management Corp
Texas
$246M +$24.5M +11% 6.89% 62.2% 176
PA
4269
PSI Advisors
Florida
$246M +$28.1M +13% 9.08% 49.7% 835
UWM
4270
USAdvisors Wealth Management
Minnesota
$246M +$14.7M +6% 4.94% 43.1% 136
FF
4271
Fluent Financial
Texas
$246M +$11.1M +5% 7.31% 36.1% 66
KSCM
4272
Key Square Capital Management
Connecticut
$245M -$26.5M -10% 0.1% 31.9% 33
NCM
4273
Neumann Capital Management
California
$245M +$22.7M +10% 8.92% 70.8% 92
DFA
4274
Delta Financial Advisors
Louisiana
$245M +$20.8M +9% 10.7% 77% 119
CP
4275
CPV Partners
Connecticut
$245M +$45.2M +23% 11.3% 24.1% 6