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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KJWM
4301
Kiley Juergens Wealth Management
Washington
$218M +$26.7M +14% 7.23% 99.6% 63
KIC
4302
Keating Investment Counselors
Florida
$218M +$10M +5% 3.75% 23.8% 63
EPIM
4303
Equinox Partners Investment Management
Connecticut
$218M +$31.9M +17% 12% 64.3% 13
AWMT
4304
AAFMAA Wealth Management & Trust
North Carolina
$218M +$9.85M +5% 6.56% 62.6% 70
APW
4305
Acima Private Wealth
Virginia
$218M +$14.4M +7% 5.6% 38.1% 236
PP
4306
Professional Planning
California
$218M +$13M +6% 10.1% 99.9% 133
MCM
4307
Moerus Capital Management
New York
$218M -$49.5M -19% 8.49% 237% 14
S
4308
SimplyRich
California
$218M -$34.2M -14% 8.76% 61.4% 184
PH
4309
Pinnacle Holdings
Oklahoma
$217M +$1.39M +0.6% 6.86% 58.8% 229
RIM
4310
Reliant Investment Management
Tennessee
$217M +$13.1M +6% 8.75% 98.8% 64
LBA
4311
Lowell Blake & Associates
Massachusetts
$217M +$21.9M +11% 9.83% 44.2% 57
MA
4312
MONECO Advisors
Connecticut
$217M +$11.5M +6% 7.16% 56.6% 236
KXA
4313
KPCB XVI Associates
California
$217M -$20.4M -9% 19.9% 2
ONPI
4314
Owls Nest Partners IA
Pennsylvania
$217M +$45.8M +27% 10.7% 125% 15
CCC
4315
Chelsea Counsel Company
California
$217M +$15.2M +8% 6.96% 54.6% 93
WC
4316
Wynnefield Capital
New York
$217M +$16.2M +8% 17% 81% 20
MLFP
4317
MPS Loria Financial Planners
Illinois
$217M +$2.14M +1% 7.71% 55.4% 626
AFS
4318
Axiom Financial Strategies
Indiana
$217M +$13.3M +7% 5.06% 37.1% 81
BOC
4319
Barbara Oil Co
Illinois
$217M +$9.13M +4% 5.29% 54.7% 88
GCA
4320
GSI Capital Advisors
California
$217M -$10.7M -5% 12.9% 14.6% 34
ETCM
4321
Evolutionary Tree Capital Management
Virginia
$217M +$47.7M +28% 16.2% 199% 42
LM
4322
Lasry Marc
$217M +$71.8M +50% 11.6% 5.71% 12
CI
4323
Chartist Inc
California
$217M +$20.7M +11% 8.11% 37
MCIA
4324
Mountain Capital Investment Advisors
Colorado
$217M +$17.4M +9% 7.64% 46.4% 151
AAG
4325
Avalon Advisory Group
Pennsylvania
$217M +$12.4M +6% 5.44% 33.5% 10