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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EC
4601
EdgeRock Capital
Colorado
$179M +$3.63M +2% 5.81% 60.8% 432
CFG
4602
Cambridge Financial Group
Ohio
$179M +$13M +8% 13.2% 32
NWM
4603
Northcape Wealth Management
New York
$179M -$102M -36% 10.3% 50.1% 136
FW
4604
FirstPurpose Wealth
Utah
$179M +$27.3M +18% 6.15% 195
CWA
4605
Centennial Wealth Advisory
Michigan
$179M +$9.21M +5% 5.49% 44.3% 127
ZCM
4606
Zenyatta Capital Management
Delaware
$179M +$6.7M +4% 12.4% 58
LWP
4607
Lumature Wealth Partners
Georgia
$179M -$7.74M -4% 8.66% 407
PM
4608
Prosight Management
Texas
$179M -$3.09M -2% 6.14% 21.8% 54
HB
4609
Horizon Bancorp
Indiana
$179M 2.31% 213
GFPC
4610
Global Financial Private Client
Florida
$179M +$5.04M +3% 9.61% 65.6% 694
NRCM
4611
Northern Right Capital Management
Connecticut
$179M -$8.64M -5% 4.29% 137% 26
TDWM
4612
Topel & Distasi Wealth Management
California
$179M -$2.56M -1% 6.54% 33.8% 74
AJ
4613
Ashburton (Jersey)
Jersey
$178M +$9.59M +6% 16.2% 47
AI
4614
Aflac Inc
Georgia
$178M -$57.8M -24% 20.1% 4.76% 5
VCM
4615
Verger Capital Management
North Carolina
$178M +$26.7M +18% 9.09% 42.2% 38
WCP
4616
Wick Capital Partners
Pennsylvania
$178M +$23.4M +15% 5.94% 46.7% 67
BWL
4617
Beacon Wealthcare LLC
North Carolina
$178M +$8.2M +5% 4.51% 33.6% 15
WS
4618
Wela Strategies
Georgia
$178M +$30.3M +21% 6.49% 35.6% 46
SWM
4619
Sculati Wealth Management
Michigan
$178M +$8.62M +5% 8.46% 76.7% 118
EBA
4620
Eagle Bay Advisors
New York
$178M +$17.2M +11% 7.99% 59.5% 1,049
HS
4621
Horan Securities
United States
$178M +$18.4M +11% 8.05% 50.2% 813
CF
4622
Copperwynd Financial
Arizona
$178M +$4.19M +2% 9.64% 90% 142
DL
4623
DOHJ LLC
Washington
$178M +$29.8M +20% 7.87% 51.5% 89
NEPPG
4624
New England Professional Planning Group
Rhode Island
$178M +$37.5M +27% 8.66% 46.1% 43
BIA
4625
BHK Investment Advisors
Alabama
$178M -$21.4M -11% 6.31% 43.9% 65