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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RA
4376
Riverstone Advisors
Texas
$211M +$19.9M +10% 10.3% 83.8% 42
SA
4377
Shilanski & Associates
Alaska
$211M +$23.4M +12% 5.79% 65.2% 123
ACM
4378
AREX Capital Management
New York
$211M +$40.7M +24% 3.84% 9.3% 20
XSC
4379
X-Square Capital
Puerto Rico
$211M -$5.77M -3% 12.6% 118% 146
LP
4380
Lexington Partners
New York
$211M +$14.3M +7% 7.16% 2.17% 4
AMIM
4381
Aull & Monroe Investment Management
Alabama
$210M +$5M +2% 3.43% 47.5% 137
SHWM
4382
Smith & Howard Wealth Management
Georgia
$210M +$11.2M +6% 5.08% 33.7% 65
DLG
4383
Daniel L. Goodwin
$210M +$18.4M +10% 8.74% 72.7% 116
TGI
4384
TRV GP IV
Massachusetts
$210M -$61.4M -23% 22.1% 263% 4
AAA
4385
Affinity Asset Advisors
New York
$210M +$5.92M +3% 0.1% 453% 85
IA
4386
IFG Advisors
Missouri
$210M +$27.1M +15% 6.64% 56.4% 101
GTAM
4387
Global Trust Asset Management
Florida
$210M +$28.5M +16% 7.04% 72.7% 461
FDS
4388
Freedom Day Solutions
Texas
$210M +$21.6M +11% 9.32% 76.8% 121
RS
4389
Retirement Solution
Washington
$210M +$43.5M +26% 7% 55.3% 45
BFWA
4390
Benchmark Financial Wealth Advisors
Florida
$209M +$26.2M +14% 5.97% 60.1% 70
SCI
4391
Stableford Capital II
Arizona
$209M +$11.7M +6% 7.21% 47.4% 124
LFA
4392
Landmark Financial Advisors
Kentucky
$209M +$23.4M +13% 5.19% 11.8% 77
SLA
4393
Silver Lake Advisory
Utah
$209M +$12.5M +6% 4.61% 46.4% 106
JWM
4394
Jupiter Wealth Management
Colorado
$209M +$10.9M +6% 12.5% 80.3% 95
LWA
4395
Lowe Wealth Advisors
Maryland
$209M +$9.99M +5% 5.99% 46.2% 299
VST
4396
Van Strum & Towne
California
$209M +$10.7M +5% 6.78% 51.4% 100
LFS
4397
Legacy Financial Strategies
Kansas
$209M +$19.6M +10% 6.56% 57.7% 65
APSP
4398
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M -$9.02M -4% 5.57% 62.1% 76
OCM
4399
Ovata Capital Management
Hong Kong
$208M +$47.5M +30% 0.5% 81.2% 66
WTFG
4400
Wells Trecaso Financial Group
Ohio
$208M +$18.3M +10% 6.89% 81% 87