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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CA
4626
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 16.6% 62.2% 266
LFWA
4627
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 17.3% 52.4% 19
HBCM
4628
Heron Bay Capital Management
Michigan
$154M 17.4% 72% 71
CPC
4629
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 12.3% 72.9% 53
LCM
4630
Leisure Capital Management
California
$153M +$19.8M +15% 14% 68.6% 138
CIM
4631
Chapman Investment Management
California
$153M +$18.1M +13% 13.2% 97.9% 38
MFGM
4632
Marshall Financial Group (Maryland)
Maryland
$153M 10% 51.6% 121
APC
4633
Aristotle Pacific Capital
California
$153M 14.1% 5.99% 22
RH
4634
RFG Holdings
Texas
$153M 12.2% 58.3% 27
SJL
4635
Shayne & Jacobs LLC
Tennessee
$153M +$17.2M +13% 13.4% 72.1% 33
GAM
4636
Grandview Asset Management
Pennsylvania
$153M +$29.7M +24% 12.8% 175% 120
JWBC
4637
John W. Brooker & Co
California
$153M +$9.34M +7% 8.15% 29.6% 171
PCM
4638
Pennsylvania Capital Management
Pennsylvania
$153M +$25.1M +20% 11.1% 74.5% 68
PCM
4639
Perkins Capital Management
Minnesota
$153M +$44M +40% 46.4% 175% 109
GCM
4640
Gunderson Capital Management
South Carolina
$153M +$37.4M +32% 26% 537% 61
SFP
4641
Strategic Financial Partners
Oregon
$153M +$25M +20% 12% 42.1% 63
GCA
4642
Genesee Capital Advisors
New York
$153M +$31.5M +26% 20.5% 73.7% 89
OBWG
4643
Onyx Bridge Wealth Group
New York
$153M 11.4% 55% 75
AFM
4644
Andesa Financial Management
Pennsylvania
$153M -$89.6M -37% 12.1% 73.6% 137
LCC
4645
Lincoln Capital Corp
Rhode Island
$152M +$15.7M +12% 12.1% 66.5% 60
WMA
4646
Wealth Management Associates
New Jersey
$152M +$22.9M +18% 13.7% 86% 182
SWM
4647
Sculati Wealth Management
Michigan
$152M +$18.7M +14% 13.8% 76.7% 110
CP
4648
Columbus Point
United Kingdom
$152M 12.2% 15
TI
4649
Truehand Inc
New Hampshire
$152M +$13.5M +10% 10.9% 86.9% 217
WFC
4650
Western Financial Corp
California
$152M 43.1% 80.1% 79