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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HA
4826
HC Advisors
Georgia
$155M +$8.44M +6% 4.59% 52.2% 102
EAM
4827
Eukles Asset Management
Ohio
$155M +$10M +7% 6.23% 86.8% 216
AWA
4828
ARQ Wealth Advisors
Arizona
$155M -$4.56M -3% 4.67% 43.7% 51
LB
4829
Legacy Bridge
Iowa
$155M +$16.6M +12% 9.09% 132% 297
LFPWM
4830
Leicht Financial Planning & Wealth Management
New Jersey
$154M +$6.94M +5% 5.89% 38.1% 25
MWM
4831
Maltin Wealth Management
New Jersey
$154M +$11.6M +8% 4.76% 39.6% 108
TC
4832
Tacita Capital
Ontario, Canada
$154M +$2.25M +1% 7.51% 43.9% 213
APC
4833
Aristotle Pacific Capital
California
$154M +$982K +0.6% 6.05% 5.99% 22
SSCM
4834
Summit Street Capital Management
New York
$154M +$20.3M +15% 26.6% 76.4% 36
CWA
4835
Clearview Wealth Advisors
Oregon
$154M +$5.23M +4% 3.64% 39.1% 664
WFAG
4836
Wescott Financial Advisory Group
Pennsylvania
$154M +$11.6M +8% 5.25% 45.4% 69
CI
4837
Cordant Inc
Oregon
$154M +$26.9M +21% 5.22% 25.6% 92
AIA
4838
Armor Investment Advisors
North Carolina
$154M +$12.4M +9% 6.66% 47.8% 169
MFM
4839
Mohican Financial Management
Connecticut
$154M +$55.6M +56% 0% 0.02% 57
TA
4840
Townsend & Associates
Colorado
$154M +$16.7M +12% 6.57% 43.8% 87
TA
4841
TrueWealth Advisors
Alabama
$154M +$37.6M +32% 5.35% 39.7% 129
CC
4842
Caxton Corporation
New Jersey
$154M -$6.48M -4% 5.72% 409% 74
V
4843
VeraBank
Texas
$154M +$11.7M +8% 7.79% 51.5% 111
DC
4844
DPM Capital
Florida
$154M -$69.7M -31% 7.1% 110% 7
RIP
4845
Rhino Investment Partners
Pennsylvania
$154M +$34.7M +29% 28.8% 25.6% 40
OCM
4846
Orser Capital Management
Texas
$154M -$3.99M -3% 3.56% 123% 101
CIA
4847
Cascade Investment Advisors
Oregon
$154M +$17.4M +13% 13.1% 60.3% 299
NCM
4848
Next Capital Management
New York
$154M +$11.6M +8% 5.67% 67.4% 123
IAMH
4849
IvyRock Asset Management (HK)
Hong Kong
$154M -$8.76M -5% 103% 133% 14
FC
4850
Fusion Capital
South Carolina
$154M +$14.6M +11% 7.48% 63.5% 74