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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LWA
4276
LWS Wealth Advisors
New Jersey
$235M -$9.75M -4% 4.74% 8.87% 61
LGA
4277
Lebenthal Global Advisors
New York
$235M -$12.6M -5% 4.37% 30.6% 177
LFS
4278
Legacy Financial Strategies
Kansas
$235M +$3.23M +1% 4.92% 57.7% 68
SEEDPG
4279
S.E.E.D. Planning Group
New York
$235M +$4.07M +2% 3.48% 52.5% 102
QI
4280
Qualcomm Inc
California
$234M -$293M -56% 32.4% 13
RFWA
4281
RPg Family Wealth Advisory
Massachusetts
$234M -$18.6M -7% 2.83% 85.2% 361
PCM
4282
Pennsylvania Capital Management
Pennsylvania
$234M -$57.9M -20% 4.76% 74.5% 114
UWM
4283
USAdvisors Wealth Management
Minnesota
$234M -$11.3M -5% 4.78% 43.1% 149
ACM
4284
Axar Capital Management
New York
$234M +$29.7M +14% 14.5% 680% 3
DFA
4285
Delta Financial Advisors
Louisiana
$234M -$11.1M -5% 2.9% 77% 122
LC
4286
Lavaca Capital
Texas
$234M +$7.75M +3% 1.47% 64.9% 147
EAM
4287
Exos Asset Management
New York
$234M +$39.2M +20% 0.64% 412
KIC
4288
Keating Investment Counselors
Florida
$233M +$7.46M +3% 6.56% 23.8% 63
FDS
4289
Freedom Day Solutions
Texas
$233M -$14.8M -6% 4.57% 76.8% 128
BO
4290
Bank OZK
Arkansas
$233M -$12M -5% 1.56% 76.2% 131
SI
4291
SCP Investment
California
$233M -$61.3M -21% 20.6% 68.9% 34
SCM
4292
Stormborn Capital Management
Connecticut
$233M -$37.1M -14% 12% 263% 42
WFA
4293
Wade Financial Advisory
California
$233M +$40.8M +21% 5.52% 15.9% 83
SAM
4294
Security Asset Management
New York
$233M -$24.5M -10% 7.34% 67.4% 88
GCM
4295
G2 Capital Management
Ohio
$233M -$35.6M -13% 4.24% 43.5% 97
LCWP
4296
Legacy Capital Wealth Partners
Arkansas
$233M -$9.5M -4% 4.13% 47.3% 63
SFC
4297
SYM Financial Corp
Indiana
$233M -$24.4M -10% 4.52% 41.3% 120
EP
4298
Equius Partners
California
$232M -$5.29M -2% 1.91% 21
GWANC
4299
Guardian Wealth Advisors (North Carolina)
North Carolina
$232M -$759K -0.3% 3.31% 47.4% 289
CIEP
4300
Constellation Investimentos e Participacoes
Brazil
$232M -$35.8M -13% 3.21% 220% 10