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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MAP
4776
Milestone Advisory Partners
North Carolina
$170M -$19.5M -10% 0% 19.7% 90
HGWM
4777
Harvest Group Wealth Management
Massachusetts
$170M +$2.24M +1% 1.46% 28.1% 73
MCM
4778
McMillion Capital Management
North Carolina
$170M -$13.5M -7% 0.72% 59.3% 86
CAG
4779
Compass Advisory Group
New York
$170M +$8.82M +5% 0.24% 46.7% 55
DFG
4780
Demars Financial Group
Washington
$170M +$3.51M +2% 1.49% 34.6% 98
BCM
4781
Brookmont Capital Management
Texas
$170M +$4.25M +3% 1.33% 40.7% 58
APSI
4782
Asset Planning Services Inc
Louisiana
$169M -$3.62M -2% 1.91% 103% 39
I2I
4783
Insight 2811 Inc
Illinois
$169M -$8.13M -5% 0.43% 20.4% 87
TI
4784
Truehand Inc
New Hampshire
$169M -$525K -0.3% 1.21% 86.9% 200
KA
4785
Kozak & Associates
Colorado
$169M 0.73% 105% 338
FF
4786
Friedenthal Financial
New Jersey
$169M +$2.24M +1% 0.84% 124% 79
NEPPG
4787
New England Professional Planning Group
Rhode Island
$169M +$2.97M +2% 1.75% 46.1% 55
RWRC
4788
R.W. Roge & Company
New York
$169M +$9.14M +6% 0.08% 54.1% 44
JPLA
4789
Joseph P. Lucia & Associates
New York
$169M +$1.43M +0.9% 0.82% 60.4% 640
WA1
4790
Wimmer Associates 1
California
$169M -$1.76M -1% 0.16% 67.7% 123
FC
4791
Fusion Capital
South Carolina
$169M +$2.39M +1% 1.76% 63.5% 79
BWM
4792
BNC Wealth Management
Oregon
$169M +$3.66M +2% 1.43% 155% 101
WFC
4793
Western Financial Corp
California
$169M -$16.5M -9% 6.58% 80.1% 101
SRA
4794
Summit Rock Advisors
New York
$169M -$83.8M -33% 2.65% 86% 5
HWA
4795
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 2.15% 41% 53
VIM
4796
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 0.76% 3.26% 7
CCC
4797
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 0.42% 50.7% 27
RCM
4798
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 1.74% 58.3% 213
LL
4799
LPWM LLC
Minnesota
$168M +$1.83M +1% 0.82% 46.6% 63
PFA
4800
Plotkin Financial Advisors
Maryland
$168M -$12.6M -7% 0.72% 79.7% 106