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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FFA
4251
Founders Financial Alliance
North Carolina
$197M -$27.8M -12% 14.3% 71.2% 550
BWM
4252
BCGM Wealth Management
Indiana
$197M +$13.2M +7% 12% 45.2% 112
BBNB
4253
Baker Boyer National Bank
Washington
$197M -$10.6M -5% 13.8% 35.5% 85
WIC
4254
WealthBridge Investment Counsel
Alberta, Canada
$197M -$29.4M -13% 10.9% 62% 40
SCM
4255
Snowhook Capital Management
New York
$197M -$90.7M -32% 14% 12
SC
4256
Sawyer & Company
Massachusetts
$197M -$25.3M -11% 10.6% 72.7% 180
GWM
4257
Grand Wealth Management
Michigan
$197M -$17.2M -8% 10.3% 42.5% 62
IG
4258
Inherent Group
New York
$197M -$122M -38% 4.35% 64.7% 42
PCM
4259
Passive Capital Management
Maryland
$196M +$9.78M +5% 10.5% 22.1% 52
BAMG
4260
Brand Asset Management Group
Missouri
$196M -$30.1M -13% 15.2% 53.5% 85
CSWG
4261
Cardinal Strategic Wealth Guidance
Kentucky
$196M -$21.8M -10% 13.4% 52.8% 104
CA
4262
Centerpoint Advisors
Massachusetts
$196M -$22.4M -10% 15.6% 62.2% 460
CRWM
4263
Castle Rock Wealth Management
California
$196M -$21.3M -10% 11.7% 71.1% 255
LK
4264
Lumbard & Kellner
New Hampshire
$196M -$60.2M -24% 8.09% 58.3% 96
OWM
4265
OneAscent Wealth Management
Alabama
$196M -$4.95M -2% 9.14% 35% 235
PP
4266
Prosperity Planning
Missouri
$196M -$8.58M -4% 11% 31.3% 109
T
4267
TrueFG
Texas
$196M -$24.6M -11% 13.3% 36.4% 37
YEPV
4268
Yorktown Energy Partners VIII
New York
$195M -$85.4M -30% 0.91% 15.2% 3
RCI
4269
RS Crum Inc
California
$195M +$18.4M +10% 11.1% 9.95% 80
RWM
4270
Rench Wealth Management
Texas
$195M -$24.7M -11% 10.9% 80.9% 40
BFWA
4271
Benchmark Financial Wealth Advisors
Florida
$195M -$40.2M -17% 13.8% 60.1% 88
FF
4272
Fluent Financial
Texas
$195M -$48.6M -20% 16.1% 36.1% 70
LRIC
4273
Long Road Investment Counsel
Michigan
$195M -$27.5M -12% 12.2% 65.3% 73
IC
4274
Innealta Capital
Texas
$195M +$23.3M +14% 13.6% 48.3% 73
ATFA
4275
All Terrain Financial Advisors
Minnesota
$195M -$26.6M -12% 10.1% 45.2% 84