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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GB
4776
Goepper Burkhardt
South Carolina
$242M +$21.6M +10% 6.4% 48.2% 84
CWA
4777
Consilio Wealth Advisors
Washington
$242M +$19.5M +9% 5.02% 60.9% 76
MAM
4778
Mirabaud Asset Management
United Kingdom
$242M +$25.2M +12% 6.64% 53
KSWA
4779
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 8.47% 48.8% 298
PP
4780
Pacifica Partners
Canada
$242M +$9.2M +4% 5.14% 59.9% 552
SL
4781
SWMG LLC
Texas
$242M +$17.5M +8% 5.74% 44% 130
CJH
4782
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 6.87% 188
BO
4783
Bank OZK
Arkansas
$242M +$11.1M +5% 6.65% 76.2% 153
AFA
4784
Alta Fundamental Advisers
New York
$242M +$12.8M +6% 4.46% 104% 29
MWM
4785
Mindset Wealth Management
Indiana
$242M 4.02% 128
BFS
4786
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 5.77% 228
HFRG
4787
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 5.33% 40.5% 107
LWM
4788
Long Walk Management
Connecticut
$242M +$29.9M +14% 14.9% 394% 12
PAWA
4789
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 0.7% 52
WSWA
4790
Warren Street Wealth Advisors
California
$242M +$41M +20% 5.46% 53.8% 108
AIA
4791
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 6.15% 47.8% 162
TDWM
4792
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 6.22% 33.8% 78
TPW
4793
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 6.71% 50% 59
MFG
4794
Monte Financial Group
Connecticut
$241M +$14.7M +6% 8.47% 50.4% 85
LWM
4795
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 5.7% 36
AC
4796
Aristides Capital
Kentucky
$241M +$1.41M +0.6% 7.38% 65.2% 315
ZIG
4797
Zullo Investment Group
Pennsylvania
$241M +$13.1M +6% 6.34% 108% 155
SWM
4798
Selective Wealth Management
Virginia
$241M +$13.7M +6% 6.89% 107
LAM
4799
Lountzis Asset Management
Pennsylvania
$241M +$26.6M +12% 9.97% 109% 49
MPAM
4800
Murphy Pohlad Asset Management
Minnesota
$241M +$8.76M +4% 6.53% 40.9% 121