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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LSC
4301
Logan Stone Capital
Illinois
$299M -$103M -26% 8.38% 40.9% 162
IAG
4302
Investment Advisory Group
Massachusetts
$299M +$10.4M +4% 0.76% 49.1% 173
AM
4303
Atwater Malick
Pennsylvania
$298M -$12.2M -4% 0.54% 51.5% 79
MSCM
4304
McElhenny Sheffield Capital Management
Texas
$298M -$6.52M -2% 0.35% 91.7% 117
FA
4305
FC Advisory
Pennsylvania
$298M +$996K +0.3% 0.72% 35% 109
IHWM
4306
Iron Horse Wealth Management
Iowa
$298M +$5.44M +2% 2.03% 29.1% 528
GPTE
4307
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$216K +0.1% 13.4% 118% 26
SSW
4308
Stone Summit Wealth
Florida
$298M -$12M -4% 0.56% 49.7% 141
AFA
4309
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 2.55% 25.5% 44
FP
4310
Financial Perspectives
Minnesota
$298M +$9.25M +3% 2.4% 78.3% 738
FSA
4311
Financial Sense Advisors
California
$298M -$64.7M -18% 9.45% 95.2% 132
SL
4312
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 8.87% 116% 1
DWM
4313
Darwin Wealth Management
Florida
$298M -$66.9M -18% 0.42% 46.1% 706
OCPWS
4314
One Charles Private Wealth Services
Massachusetts
$297M +$34.4M +13% 9.97% 109% 162
APW
4315
Acima Private Wealth
Virginia
$297M -$1.29M -0.4% 1.85% 38.1% 184
HCA
4316
Horan Capital Advisors
Ohio
$297M -$4.03M -1% 1.22% 26.6% 125
CWA
4317
CJM Wealth Advisers
Virginia
$297M +$4.99M +2% 1.61% 57.8% 72
WPC
4318
White Pine Capital
Minnesota
$297M +$4.1M +1% 4.11% 72.3% 227
TWM
4319
TriaGen Wealth Management
California
$297M -$1.86M -0.6% 4.42% 92.8% 191
UWM
4320
United Wealth Management
Virginia
$297M 2.35% 21
ACM
4321
Arcataur Capital Management
Wisconsin
$297M +$1.05M +0.4% 0.35% 97
ACM
4322
Alight Capital Management
New York
$297M +$19.5M +7% 16.7% 288% 72
BC
4323
Bridgefront Capital
Texas
$297M +$37.2M +14% 1.3% 37.6% 827
BCM
4324
Boone Capital Management
Georgia
$296M -$89.3M -23% 0.09% 19
GJWM
4325
Gilliland Jeter Wealth Management
Arkansas
$296M -$13.3M -4% 3.8% 665