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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
W
4876
WorthPointe
California
$219M +$20.8M +10% 0.73% 48.1% 75
FC
4877
Fusion Capital
South Carolina
$219M +$638K +0.3% 3.01% 63.5% 75
ECA
4878
Elevation Capital Advisory
Oregon
$219M 4.41% 40
NC
4879
Nixon Capital
Texas
$219M -$38.5M -15% 6.82% 120% 34
SCA
4880
Sander Capital Advisors
Washington
$219M +$13.9M +7% 9.89% 89.2% 18
CFGA
4881
Cambridge Financial Group (Arizona)
Arizona
$219M +$8.47M +4% 0.89% 128
TCMP
4882
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219M +$31.1M +17% 0.94% 40.5% 204
NLP
4883
Next Level Private
New York
$219M +$822K +0.4% 1.92% 73.8% 141
GWA
4884
GGM Wealth Advisors
Maryland
$219M +$3.92M +2% 2.1% 25.8% 143
CCAM
4885
Codex Capital Asset Management
Texas
$218M 8.93% 37
CWM
4886
Capital Wealth Management
Rhode Island
$218M +$9.57M +5% 0.93% 37.1% 46
CRI
4887
Commonwealth Retirement Investments
Virginia
$218M +$8.95M +4% 1.67% 93
CTEF
4888
Capital Today Evergreen Fund
Cayman Islands
$218M +$33.5M +18% 19.6% 20.4% 3
MF
4889
Montis Financial
Massachusetts
$218M +$7.67M +4% 2.23% 52.1% 89
BBWP
4890
Beacon Bridge Wealth Partners
Pennsylvania
$218M +$6.17M +3% 2.02% 98
GIA
4891
Goodwin Investment Advisory
Georgia
$218M +$5.8M +3% 3.26% 60.9% 51
KAM
4892
Krensavage Asset Management
New York
$218M -$7.72M -3% 3.24% 56.4% 13
KSWA
4893
Kathleen S. Wright Associates
Pennsylvania
$218M +$5.49M +3% 0.22% 48.8% 248
PHAM
4894
Palisades Hudson Asset Management
Florida
$218M -$1.95M -0.9% 0.92% 50.1% 100
T
4895
Tidemark
California
$217M +$38.2M +21% 1.99% 728
HIM
4896
HGC Investment Management
Ontario, Canada
$217M -$62.9M -22% 0.68% 35% 117
DWA
4897
Delap Wealth Advisory
Oregon
$217M -$30.1M -12% 1.48% 293
AIM
4898
Astor Investment Management
Illinois
$217M -$34.5M -14% 0.84% 23.3% 38
MAM
4899
Mirabaud Asset Management
United Kingdom
$217M -$30.3M -12% 5.31% 53
OGF
4900
Orin Green Financial
California
$217M +$4.34M +2% 1.93% 41.3% 81