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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FFM
4276
Flagstone Financial Management
Nebraska
$301M +$2.72M +0.9% 1.82% 56
KWM
4277
Kaydan Wealth Management
Michigan
$301M -$38M -11% 2.07% 27.2% 111
HWMO
4278
Heritage Wealth Management (Ohio)
Ohio
$301M -$4.21M -1% 0.08% 241
BF
4279
Brooklyn FI
New York
$301M +$16.7M +6% 0.56% 38.2% 64
TCOT
4280
Trust Company of Tennessee
Tennessee
$300M +$652K +0.2% 0.4% 6
V
4281
ValueWorks
New York
$300M -$13.7M -4% 8.88% 110% 34
EFP
4282
EnRich Financial Partners
Wisconsin
$300M +$919K +0.3% 2.18% 230
CIM
4283
Chiron Investment Management
New York
$300M +$15.9M +6% 7.88% 104% 122
SC
4284
Stolper & Co
Oklahoma
$300M -$5.46M -2% 1.16% 53.5% 91
WA
4285
WP Advisors
California
$300M +$26.5M +10% 4.2% 102% 106
FWM
4286
ForthRight Wealth Management
Georgia
$300M -$372K -0.1% 1.15% 36.8% 64
SSC
4287
Syverson Strege & Co
Iowa
$300M +$1.5M +0.5% 2.16% 47.3% 78
SFP
4288
Sandbox Financial Partners
Maryland
$300M +$17.3M +6% 5.08% 79.8% 115
PWM
4289
Provident Wealth Management
Tennessee
$300M +$6.65M +2% 0.37% 43.5% 137
AACA
4290
American Assets Capital Advisers
California
$300M -$26.1M -8% 4.88% 47% 40
TA
4291
TrueWealth Advisors
Alabama
$300M +$289K +0.1% 0.39% 39.7% 246
SEEDPG
4292
S.E.E.D. Planning Group
New York
$300M -$1.98M -0.7% 1.51% 52.5% 79
CI
4293
Cavalier Investments
Georgia
$299M -$26.7M -8% 5.06% 131% 94
ECAM
4294
East Coast Asset Management
Massachusetts
$299M -$1.94M -0.6% 5.43% 129% 74
GOCP
4295
Great Oak Capital Partners
Massachusetts
$299M +$9.96M +3% 2.87% 34
VAMG
4296
Voisard Asset Management Group
Michigan
$299M +$59.1M +25% 1.4% 717
WTFG
4297
Wood Tarver Financial Group
Idaho
$299M 0.09% 794
DF
4298
Donoghue Forlines
Massachusetts
$299M -$51.8M -15% 5.67% 87.4% 290
SIS
4299
Strategic Investment Solutions
Illinois
$299M -$34.8M -10% 0.67% 746
HT
4300
HAP Trading
New York
$299M +$102M +51% 0.4% 33.6% 514