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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
QT
4626
Quantamental Technologies
New York
$185M -$33.8M -15% 7.2% 24.2% 667
AFC
4627
Adaptive Financial Consulting
Ohio
$185M +$10.6M +6% 4.08% 27.2% 16
NG
4628
NatWest Group
United Kingdom
$185M +$9.05M +5% 10.3% 174% 57
KA
4629
Kooman & Associates
Pennsylvania
$185M +$83.4M +82% 5.23% 43
CCM
4630
Cota Capital Management
California
$185M -$577K -0.3% 11.7% 46% 12
SCG
4631
Sonata Capital Group
Washington
$185M +$4.99M +3% 5.86% 52.1% 111
GSEP
4632
Golden State Equity Partners
California
$185M 4.77% 214
WA
4633
Waterford Advisors
New York
$185M +$13.1M +8% 5.51% 54
OGF
4634
Orin Green Financial
California
$185M +$14.4M +8% 7.47% 41.3% 74
QPW
4635
Quantum Private Wealth
Florida
$185M +$26.9M +17% 19.8% 191% 192
NFP
4636
Narus Financial Partners
Utah
$184M +$11.2M +6% 4.76% 82.1% 121
C1AG
4637
Client 1st Advisory Group
Florida
$184M +$13.3M +8% 5.51% 41.6% 96
DFA
4638
DHJJ Financial Advisors
Illinois
$184M +$9.86M +6% 6.63% 50.3% 139
SFP
4639
Sterling Financial Planning
New Jersey
$184M +$16.7M +10% 4.58% 41% 95
HFA
4640
Highland Financial Advisors
New Jersey
$184M +$14.4M +8% 5.38% 48.1% 49
TCWM
4641
Total Clarity Wealth Management
Illinois
$184M -$12.2M -6% 3.27% 48.2% 255
PK
4642
Pflug Koory
Nebraska
$184M +$4.1M +2% 4.11% 430
EAM
4643
Eukles Asset Management
Ohio
$184M +$12.6M +7% 10.3% 86.8% 227
AI
4644
Atom Investors
Texas
$184M -$16.3M -8% 2.68% 55.4% 336
GAG
4645
Goodman Advisory Group
Massachusetts
$184M +$11.8M +7% 7.8% 64.9% 182
BCM
4646
Bond Capital Management
California
$184M +$41.4M +29% 40.2% 135% 5
TWA
4647
TPB Wealth Advisors
Texas
$183M -$11.2M -6% 6.65% 49
SJL
4648
Shayne & Jacobs LLC
Tennessee
$183M +$3M +2% 1.72% 72.1% 37
AWM
4649
Arista Wealth Management
Nevada
$183M +$24.9M +16% 4.82% 66
HFRG
4650
Houlihan Financial Resource Group
Virginia
$183M +$9.97M +6% 5.18% 40.5% 92