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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CJA
4601
C-J Advisory
California
$172M +$11.2M +7% 4.04% 39.2% 35
BIG
4602
Boothe Investment Group
Delaware
$172M +$26.7M +18% 9.04% 43.5% 39
CWA
4603
Canvas Wealth Advisors
Kansas
$172M 3.3% 88.2% 113
ATIA
4604
American Trust Investment Advisors
New Hampshire
$171M +$9.89M +6% 10.4% 95.4% 85
I2I
4605
Insight 2811 Inc
Illinois
$171M +$1.58M +0.9% 1.52% 20.4% 80
BIMC
4606
Benson Investment Management Company
Virginia
$171M +$7.76M +5% 5.95% 78.1% 59
KPWG
4607
KFA Private Wealth Group
Virginia
$171M +$13.9M +9% 5.95% 45% 78
ONPI
4608
Owls Nest Partners IA
Pennsylvania
$171M +$6.24M +4% 9.84% 125% 14
DP
4609
Denver PWM
Colorado
$171M -$29.6M -15% 4.3% 37.5% 91
TWM
4610
Titus Wealth Management
California
$171M +$8.39M +5% 3.78% 26.6% 149
CA
4611
Crumly & Associates
Illinois
$171M +$28.7M +20% 6.18% 43.1% 95
SFPG
4612
Stonebridge Financial Planning Group
Florida
$171M +$13.3M +8% 2.94% 56% 454
HWM
4613
Howard Wealth Management
Connecticut
$171M +$10.7M +7% 3.07% 53.9% 127
MS
4614
Madden Securities
Texas
$171M +$15.6M +10% 4.51% 93.8% 145
IFG
4615
Investors Financial Group
Minnesota
$171M +$19.6M +13% 7.74% 199
MSWM
4616
Mader & Shannon Wealth Management
Missouri
$171M +$20M +13% 4.33% 34.7% 27
WBC
4617
West Branch Capital
Massachusetts
$171M +$1.68M +1% 3.91% 126% 95
MCM
4618
McMillion Capital Management
North Carolina
$171M +$6.26M +4% 6.57% 59.3% 311
LWP
4619
Legacy Wealth Partners
California
$171M +$11.8M +7% 6.77% 100
EML
4620
Eos Management LP
New York
$171M +$83.7M +96% 1.39% 149% 33
KMWM
4621
Keudell/Morrison Wealth Management
Oregon
$171M +$13.2M +8% 7.88% 42.6% 171
DCM
4622
DeGreen Capital Management
Arizona
$171M -$85.5M -33% 3.36% 28.5% 23
CSWG
4623
Cardinal Strategic Wealth Guidance
Kentucky
$171M +$2.15M +1% 4.32% 52.8% 62
UOTTAIMCU
4624
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$170M +$78.1M +85% 4.04% 33% 47
BWCS
4625
Beirne Wealth Consulting Services
Connecticut
$170M -$31.8M -16% 5.11% 57.2% 176