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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CBOR
4426
Community Bank of Raymore
Missouri
$230M -$103M -31% 10.7% 51.3% 73
FA
4427
Fountainhead AM
New Jersey
$230M +$23.6M +11% 6.78% 54.1% 82
CAGAS
4428
Capital Advisory Group Advisory Services
Minnesota
$230M -$45.5M -17% 6.42% 62.4% 560
EHWM
4429
Eads & Heald Wealth Management
Georgia
$230M +$23M +11% 13.2% 74.7% 148
WTFG
4430
Wells Trecaso Financial Group
Ohio
$230M +$20.3M +10% 12.6% 81% 90
MCM
4431
Moerus Capital Management
New York
$230M +$14.2M +7% 5.22% 237% 13
WAAG
4432
Wealth Alliance Advisory Group
Kansas
$230M +$26M +13% 9.04% 56.7% 172
AWMT
4433
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 11.4% 62.6% 71
TA
4434
TFG Advisers
Michigan
$229M +$22.9M +11% 11.6% 61.8% 206
AC
4435
AlphaCore Capital
California
$229M +$32.1M +16% 8.08% 62.5% 142
LAM
4436
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 1.94% 62.9% 86
HCM
4437
HMS Capital Management
Tennessee
$229M +$17.3M +8% 9.72% 94.6% 122
IWMA
4438
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 3.16% 24.3% 53
PIC
4439
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 2.64% 61.4% 39
KA
4440
Kercheville Advisors
Texas
$229M +$18.1M +9% 9.46% 170% 127
AVAI
4441
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 23.2% 89.8% 7
RG
4442
Retirement Group
California
$229M +$11.6M +5% 7.6% 33.7% 780
T2I
4443
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 3.67% 69.9% 117
SI
4444
SimpliFi Inc
California
$229M +$6.26M +3% 3.55% 21.1% 33
LPWM
4445
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 5.85% 507
GAAM
4446
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 12.7% 116% 95
KFO
4447
Kopp Family Office
Minnesota
$229M -$23.2M -9% 10.9% 32.1% 14
VAG
4448
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 5.97% 53.4% 111
SPG
4449
Snow Phipps Group
New York
$229M +$100M +78% 4.37% 82.3% 2
GCA
4450
GSI Capital Advisors
California
$229M +$28.1M +14% 16.4% 14.6% 40