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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AF
4451
Atlas FRM
Connecticut
$217M -$8.37M -4% 3.18% 44.2% 8
AWMT
4452
AAFMAA Wealth Management & Trust
North Carolina
$217M -$12.7M -6% 6.5% 62.6% 71
SWM
4453
Sendero Wealth Management
Texas
$217M -$8.33M -4% 4.78% 83.8% 87
WWM
4454
Wiser Wealth Management
Georgia
$217M +$12.1M +6% 5.1% 36.7% 32
LSWM
4455
Lorne Steinberg Wealth Management
Canada
$217M -$16M -7% 2.44% 53.3% 69
APW
4456
Acima Private Wealth
Virginia
$217M -$15.9M -7% 3.33% 38.1% 247
SC
4457
Serenity Capital
California
$216M +$3.55M +2% 11.6% 3
TIA
4458
Tiemann Investment Advisors
California
$216M -$20.3M -9% 3.92% 66.6% 233
CGFA
4459
Colton Groome Financial Advisors
North Carolina
$216M -$29.8M -12% 4.61% 49.2% 140
KWA
4460
KCS Wealth Advisory
California
$216M -$32.9M -13% 2.38% 45.3% 172
LPWM
4461
Lake Point Wealth Management
Texas
$216M -$12.8M -6% 4.45% 505
RBFC
4462
Roman Butler Fullerton & Co
Missouri
$216M -$10.2M -5% 2.38% 114% 215
VAG
4463
VisionPoint Advisory Group
Texas
$216M -$12.6M -6% 4.07% 53.4% 109
WDG
4464
Wealth Dimensions Group
Ohio
$216M +$11.8M +6% 3.77% 45.3% 137
EHWM
4465
Eads & Heald Wealth Management
Georgia
$216M -$14.3M -6% 2.56% 74.7% 151
SI
4466
Sora Investors
Pennsylvania
$216M +$11M +5% 8.87% 114% 35
CAGAS
4467
Capital Advisory Group Advisory Services
Minnesota
$215M -$14.6M -6% 2.04% 62.4% 524
MLA
4468
My Legacy Advisors
Oregon
$215M 4.32% 49.8% 179
PIN
4469
Prudent Investors Network
California
$215M +$3.04M +1% 5.19% 36
PCA
4470
Prospect Capital Advisors
California
$215M -$38.9M -15% 9.5% 125% 32
ACM
4471
Alight Capital Management
New York
$215M -$92.8M -30% 5.29% 288% 84
CCM
4472
Carronade Capital Management
Connecticut
$215M +$92.9M +76% 1.69% 24.5% 35
FBT
4473
First Bankers Trust
Kentucky
$215M -$12.3M -5% 1.63% 57.6% 120
LAS
4474
Lloyd Advisory Services
Georgia
$215M -$2.29M -1% 3.79% 676
OCA
4475
Offit Capital Advisors
New York
$214M +$52.9M +33% 0.43% 2