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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JWM
4851
Jupiter Wealth Management
Colorado
$193M -$19.3M -9% 10.1% 80.3% 99
NCM
4852
New Capital Management
Texas
$192M +$10.7M +6% 9.15% – 43
LHA
4853
Little Harbor Advisors
Massachusetts
$192M – – 10.7% 53% 1
WFA
4854
Wade Financial Advisory
California
$192M +$15.1M +9% 5.84% 15.9% 73
CC
4855
Codex Capital
New York
$192M +$5.96M +3% 8.67% 84.4% 46
BA
4856
Bennicas & Associates
California
$192M +$14.5M +8% 8.97% 40.3% 102
IPW
4857
IronBridge Private Wealth
Texas
$192M +$25M +15% 17.4% 73.6% 339
LB
4858
Legacy Bridge
Iowa
$192M +$18.5M +11% 9.9% 132% 314
EW
4859
Emerson Wealth
Michigan
$192M +$12.6M +7% 7.61% 18.1% 54
CWM
4860
CCG Wealth Management
California
$192M +$20.3M +12% 9.34% 59.5% 119
AA
4861
Armor Advisors
New York
$191M -$8.16M -4% 1.68% 42.7% 22
LCM
4862
Lonestar Capital Management
California
$191M -$843K -0.4% 0.84% 45.2% 36
AWA
4863
Aquire Wealth Advisors
Utah
$191M – – 4.89% 41.1% 276
MAG
4864
Mass Ave Global
New York
$191M – – 2.07% – 27
WG
4865
Watchman Group
Texas
$191M +$35.6M +23% 10.9% 52% 82
RH
4866
RFG Holdings
Texas
$191M +$18.1M +11% 4.89% 58.3% 35
SFPG
4867
Stonebridge Financial Planning Group
Florida
$191M -$13.8M -7% 9.01% 56% 431
FCM
4868
Fortis Capital Management
Washington
$191M +$18.4M +11% 3.73% 86.3% 113
WFC
4869
Western Financial Corp
California
$191M +$22M +13% 8.51% 80.1% 93
OFS
4870
Oldfather Financial Services
Nebraska
$190M -$4.13M -2% 7.68% 50.9% 65
VC
4871
Veery Capital
Delaware
$190M +$14.1M +8% 4.71% 45.5% 83
LCH
4872
Lee Capital Holdings
New York
$190M -$551K -0.3% 3.86% 35% 84
ICM
4873
ISZO Capital Management
New York
$190M -$36.6M -16% 14.8% 68.2% 8
MFG
4874
Monte Financial Group
Connecticut
$190M +$15.7M +9% 8.04% 50.4% 74
RCA
4875
Rex Capital Advisors
Rhode Island
$190M -$3.74M -2% 0.25% 7.31% 26
193 194
195
196 197