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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LF
4576
Lantz Financial
Illinois
$217M +$22.1M +11% 10.3% 54.1% 153
SC
4577
Sagefield Capital
Texas
$217M 6.37% 85.2% 158
LAS
4578
Lloyd Advisory Services
Georgia
$217M +$22.5M +12% 6.03% 474
NRCM
4579
North Reef Capital Management
California
$217M 4.11% 54% 33
ACM
4580
Adalta Capital Management
New York
$217M +$36.2M +20% 12.3% 65.8% 102
SV
4581
Sturgeon Ventures
United Kingdom
$217M +$17.3M +9% 15.4% 85.6% 48
SIP
4582
Stoneridge Investment Partners
Pennsylvania
$217M +$16.6M +8% 7.31% 31.4% 132
DS
4583
Dalal Street
Texas
$217M +$25.9M +14% 22.2% 26.3% 3
BFA
4584
Beacon Financial Advisory
Ohio
$217M +$24.2M +13% 8.49% 54.9% 255
BE
4585
Bonness Enterprises
District of Columbia
$217M +$20.4M +10% 11.7% 83% 41
ODFS
4586
O'Donnell Financial Services
California
$217M +$8.42M +4% 7.52% 48.9% 53
ITIM
4587
Indiana Trust & Investment Management
Indiana
$216M +$17.7M +9% 7.09% 78.2% 121
APSP
4588
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$8.09M +4% 6.23% 62.1% 73
APWA
4589
Atlas Private Wealth Advisors
New Jersey
$216M +$24.8M +13% 6.7% 41.1% 788
HFA
4590
Harbert Fund Advisors
Alabama
$216M +$23.2M +12% 1.52% 56.2% 44
TP
4591
Tranquility Partners
Tennessee
$216M +$19M +10% 10.3% 66.6% 227
SLA
4592
Silver Lake Advisory
Utah
$216M +$13M +6% 9.83% 46.4% 111
GA
4593
GraniteShares Advisors
New York
$216M 9.2% 117% 311
HCM
4594
Highlander Capital Management
New Jersey
$216M +$18.7M +9% 9.75% 34.2% 646
HWM
4595
Hemington Wealth Management
Virginia
$216M -$55.7M -21% 7.08% 56.2% 100
SCP
4596
Stamos Capital Partners
California
$216M +$36.8M +21% 5.26% 29.6% 63
EC
4597
Elequin Capital
New York
$215M 3.69% 28.5% 51
AM
4598
Atwater Malick
Pennsylvania
$215M +$26.1M +14% 13.3% 51.5% 60
DR
4599
Davis Rea
Ontario, Canada
$215M +$10.9M +5% 10.4% 62.7% 55
CWA
4600
Clarity Wealth Advisors
California
$215M +$12.1M +6% 9.41% 78.7% 72