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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OIA
4576
Optimum Investment Advisors
Illinois
$195M -$8.93M -4% 2.58% 92.1% 733
SOCM
4577
SR One Capital Management
Pennsylvania
$195M -$36.8M -16% 3.33% 189% 6
KFA
4578
Kelleher Financial Advisors
New York
$195M +$21.6M +12% 1.55% 86.7% 117
GWM
4579
Gray Wealth Management
Maine
$195M -$3.76M -2% 3.38% 22.1% 139
BAMG
4580
Brand Asset Management Group
Missouri
$195M -$14.6M -7% 3.87% 53.5% 75
NFP
4581
Narus Financial Partners
Utah
$195M +$1.42M +0.7% 0.27% 82.1% 128
TAM
4582
Tealwood Asset Management
Minnesota
$195M -$11.2M -5% 2.39% 66.7% 133
CCC
4583
Chelsea Counsel Company
California
$194M -$8.76M -4% 3.71% 54.6% 166
JA
4584
JVL Associates
Michigan
$194M -$11.3M -5% 3.77% 61.5% 39
TA
4585
Teramo Advisors
Florida
$194M +$1.3M +0.7% 2.86% 45.7% 16
THWM
4586
Taylor Hoffman Wealth Management
Virginia
$194M -$6.03M -3% 2.03% 47.8% 112
DI
4587
DAGCO Inc
Ohio
$194M -$7.03M -3% 3.76% 50.2% 81
FWM
4588
Forza Wealth Management
Florida
$194M -$4.8M -2% 1.67% 187
CSIA
4589
Conrad Siegel Investment Advisors
Pennsylvania
$194M +$64.8M +50% 3.94% 49.5% 28
LHCM
4590
Lloyd Harbor Capital Management
New York
$194M +$15.5M +9% 18.1% 20
WA
4591
Wealthstream Advisors
New York
$194M +$2.98M +2% 3.17% 64.5% 113
GFPC
4592
Global Financial Private Client
Florida
$194M -$9.76M -5% 2.92% 65.6% 697
TFA
4593
TPG Financial Advisors
Oregon
$193M +$2.59M +1% 3.5% 55
CWM
4594
Core Wealth Management
Florida
$193M -$3.59M -2% 3.76% 25
HSG
4595
Helen Stephens Group
Texas
$193M -$4.52M -2% 2.75% 40.6% 68
HFA
4596
Highland Financial Advisors
New Jersey
$193M -$896K -0.5% 3.37% 48.1% 45
MECA
4597
Miller Equity Capital Advisors
Texas
$193M -$4.16M -2% 4.14% 23.7% 50
IFPG
4598
Intrepid Financial Planning Group
Indiana
$193M -$15.4M -7% 2.72% 64.7% 130
SFS
4599
Stiles Financial Services
Minnesota
$193M -$8.45M -4% 3.16% 83.8% 198
FHC
4600
Forest Hill Capital
Arkansas
$193M -$18.1M -9% 0.55% 51.1% 48