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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWG
4851
Executive Wealth Group
Washington
$164M -$5.38M -3% 2.59% 14.9% 49
APWM
4852
Atlas Private Wealth Management
New York
$164M +$1.51M +0.9% 0.34% 19.8% 120
BA
4853
Baugh & Associates
Georgia
$163M +$2.15M +1% 0.89% 47.2% 41
IAS
4854
Investment Advisory Services
Texas
$163M +$1.36M +0.8% 0.21% 55% 96
TC
4855
Tacita Capital
Ontario, Canada
$163M -$2.7M -2% 0.5% 43.9% 184
VLC
4856
Van Leeuwen & Company
New Jersey
$163M -$5.8M -3% 0.38% 76.3% 86
RCC
4857
Red Cedar Capital
Nebraska
$163M +$3.86M +2% 4.04% 43.2% 168
MWM
4858
Maltin Wealth Management
New Jersey
$163M -$1.7M -1% 1.21% 39.6% 114
JCA
4859
Jade Capital Advisors
New Jersey
$163M -$78.1M -32% 2.79% 59.5% 103
HHRDM
4860
H&H Retirement Design & Management
Nevada
$163M -$611K -0.4% 1.04% 23.7% 47
GC
4861
Grace Capital
Massachusetts
$163M +$13.3M +9% 2.18% 127% 176
REMS
4862
Real Estate Management Services
$163M +$1.29M +0.8% 2.96% 67.3% 38
CWA
4863
Clarus Wealth Advisors
Arizona
$163M +$2.86M +2% 0.45% 112
LI
4864
Lakestar II
Guernsey
$162M +$7.93M +5% 12.7% 2
TAM
4865
Tabor Asset Management
New York
$162M +$23M +17% 0.95% 287% 48
NC
4866
Naman Capital
Brazil
$162M -$29.8M -16% 7.11% 92.3% 17
WLPWM
4867
Walled Lake Planning & Wealth Management
Illinois
$162M +$8.5M +6% 1.42% 52.5% 359
AFC
4868
Adaptive Financial Consulting
Ohio
$162M +$1.99M +1% 0.29% 27.2% 18
HFP
4869
Holistic Financial Partners
Indiana
$162M -$5.33M -3% 2.05% 79.7% 134
WA
4870
WESPAC Advisors
California
$162M +$110M +210% 0.52% 64.3% 177
WCAMG
4871
Woodard & Company Asset Management Group
North Carolina
$162M -$5.32M -3% 0.25% 66.3% 108
PIA
4872
Powell Investment Advisors
Florida
$162M -$827K -0.5% 1.88% 56.3% 131
AC
4873
Avory & Company
Florida
$162M -$18.1M -10% 3.57% 105% 17
AWM
4874
Act Wealth Management
Texas
$162M -$342K -0.2% 1.23% 50.1% 34
LM
4875
Lasry Marc
$162M -$55M -25% 0.82% 5.71% 12