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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JPLA
4851
Joseph P. Lucia & Associates
New York
$167M -$56.8M -25% 6.03% 60.4% 647
WCAMG
4852
Woodard & Company Asset Management Group
North Carolina
$167M +$10.1M +6% 7.65% 66.3% 110
LP
4853
LGL Partners
Pennsylvania
$167M -$7.3M -4% 6.37% 56.7% 98
BC
4854
Birchview Capital
Vermont
$167M -$1.27M -0.8% 0.66% 103% 63
PM
4855
Penbrook Management
New York
$167M +$27.9M +20% 12.8% 84.4% 107
FF
4856
Friedenthal Financial
New Jersey
$167M +$31M +23% 2.75% 124% 75
OFA
4857
Oak Family Advisors
Illinois
$167M +$20.8M +14% 4.26% 71.8% 99
CFC
4858
Coyle Financial Counsel
Illinois
$167M +$22.3M +15% 6.53% 46.2% 61
BWP
4859
Bernardo Wealth Planning
Pennsylvania
$167M +$9.4M +6% 6.71% 46.7% 84
CCM
4860
Courage Capital Management
Tennessee
$167M +$29.7M +22% 9.34% 82.8% 50
LL
4861
LPWM LLC
Minnesota
$167M +$17.8M +12% 7% 46.6% 63
FC
4862
Fusion Capital
South Carolina
$166M +$12.7M +8% 7.21% 63.5% 78
HSWM
4863
Hubbell Strickland Wealth Management
Louisiana
$166M +$10.7M +7% 5.69% 49.2% 69
RCA
4864
Ranch Capital Advisors
Florida
$166M +$14.9M +10% 6.77% 81.2% 969
HZ
4865
Hixon Zuercher
Ohio
$166M +$14.9M +10% 10.3% 89.8% 57
DFG
4866
Demars Financial Group
Washington
$166M +$17.6M +12% 7.3% 34.6% 85
AC
4867
Annandale Capital
Texas
$166M +$25.1M +18% 8.05% 43% 84
TL
4868
TowerView LLC
New York
$166M +$5.17M +3% 0.31% 10.7% 36
TC
4869
Tacita Capital
Ontario, Canada
$166M +$11.9M +8% 6.44% 43.9% 209
AFG
4870
Affinia Financial Group
Massachusetts
$166M +$5.48M +3% 6.53% 37.5% 33
KWP
4871
Keystone Wealth Partners
Arizona
$166M +$17.3M +12% 3.46% 29
FCMI
4872
Foresite Capital Management I
California
$166M -$32.4M -16% 8.54% 40.7% 4
NEPPG
4873
New England Professional Planning Group
Rhode Island
$166M +$2.74M +2% 6.53% 46.1% 60
MAWCM
4874
Mine & Arao Wealth Creation & Management
California
$166M +$15.7M +10% 7.89% 84.8% 295
AIA
4875
Armor Investment Advisors
North Carolina
$166M +$11.6M +8% 4.69% 47.8% 164