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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JGIA
4301
Jackson Grant Investment Advisers
Connecticut
$213M +$5.88M +3% 3.59% 44.9% 467
TB
4302
Terril Brothers
Missouri
$213M +$8.63M +4% 6.02% 52.7% 58
KTM
4303
Keeler Thomas Management
Utah
$213M +$14.4M +7% 5.14% 43.5% 91
CSWM
4304
Cassady Schiller Wealth Management
Ohio
$212M +$49.9M +31% 4.45% 21.7% 495
LHC
4305
Little House Capital
Massachusetts
$212M +$10.4M +5% 7.35% 82.3% 128
LFM
4306
Lumina Fund Management
New York
$212M +$13.1M +7% 9.71% 31.6% 76
CGIC
4307
Continental General Insurance Company
Texas
$212M +$66.3M +45% 0.09% 14
EWM
4308
Elmwood Wealth Management
California
$212M +$11.4M +6% 2.26% 34.8% 125
FDS
4309
Freedom Day Solutions
Texas
$212M +$11.2M +6% 6.12% 76.8% 107
FAM
4310
Frontier Asset Management
Wyoming
$212M -$6.84M -3% 3.4% 29.8% 60
CG
4311
Corundum Group
Colorado
$211M +$34.3M +19% 5.9% 63.8% 104
7IH
4312
72 Investment Holdings
Connecticut
$211M -$6.35M -3% 2.41% 691% 5
FP
4313
Fiduciary Planning
Florida
$211M +$4.93M +2% 2.85% 36.9% 44
HBWM
4314
Hollow Brook Wealth Management
New York
$211M +$2.06M +1% 6.65% 83.4% 89
RA
4315
Regis Acquisition
Colorado
$211M 11.3% 39
LA
4316
Lifeworks Advisors
Michigan
$211M +$33.9M +19% 7.1% 53.3% 146
LWM
4317
Ledge Wealth Management
Minnesota
$211M -$8.21M -4% 2.9% 76
SFWC
4318
Strategic Family Wealth Counselors
New Jersey
$211M +$9.59M +5% 10.9% 72.6% 113
DAM
4319
Deepwater Asset Management
Minnesota
$211M +$34.5M +20% 24.1% 33
SWMG
4320
Signature Wealth Management Group
Georgia
$211M +$6.36M +3% 2.2% 97
MTIM
4321
Marathon Trading Investment Management
Pennsylvania
$211M +$60.1M +40% 1.65% 19.9% 202
PIN
4322
Prudent Investors Network
California
$211M -$933K -0.4% 3.35% 37
CFP
4323
Curran Financial Partners
South Carolina
$211M +$3.41M +2% 4.81% 44.6% 75
GWM
4324
Gitterman Wealth Management
New Jersey
$210M +$10.7M +5% 3.32% 19% 114
WA
4325
Wealth Advisors
California
$210M +$22.2M +12% 17.8% 39.3% 69