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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFS
4876
Solitude Financial Services
Virginia
$234M +$19.1M +9% 7.15% 41.7% 36
PWM
4877
Power Wealth Management
Georgia
$234M +$24.9M +12% 5.47% 104
HIS
4878
Horizon Investment Services
Indiana
$234M +$21.9M +10% 7.43% 145% 137
SFG
4879
Sterling Financial Group
California
$234M +$13.7M +6% 4.78% 67
LCM
4880
Leisure Capital Management
California
$234M +$19.4M +9% 6.83% 68.6% 148
BDFN
4881
Bond & Devick Financial Network
Minnesota
$234M +$47.4M +25% 7.34% 39.4% 160
AWG
4882
Altus Wealth Group
Colorado
$234M +$34.2M +17% 7.15% 58.6% 146
LCM
4883
Lazari Capital Management
California
$234M +$12M +5% 5.31% 163
ICM
4884
Indaba Capital Management
California
$234M +$78.8M +51% 1.23% 23.4% 10
IFPG
4885
Intrepid Financial Planning Group
Indiana
$234M +$439K +0.2% 5.75% 64.7% 135
AFG
4886
American Financial Group
Ohio
$233M +$509K +0.2% 5.86% 23% 68
SW
4887
StrongBox Wealth
Missouri
$233M +$21.6M +10% 5.69% 50.6% 94
CWM
4888
Capital Wealth Management
Rhode Island
$233M +$15M +7% 5.62% 37.1% 42
OFW
4889
Omnia Family Wealth
Florida
$233M -$2.89M -1% 7.04% 72.5% 89
BKA
4890
Brick & Kyle Associates
Pennsylvania
$233M -$8.93M -4% 2.95% 82.9% 62
UOMF
4891
University of Massachusetts Foundation
Massachusetts
$233M -$5.76M -2% 6.19% 53.6% 4
FC
4892
Fusion Capital
South Carolina
$233M +$13.9M +6% 5.25% 63.5% 77
LVIA
4893
Lind Value II ApS
Denmark
$233M -$17.8M -7% 3.45% 5
MW
4894
Marks Wealth
Maryland
$233M +$6.4M +3% 8.48% 81% 29
EWP
4895
Elevation Wealth Partners
California
$233M +$21.8M +10% 6.14% 547
WWM
4896
Waterway Wealth Management
Texas
$233M +$29M +14% 6.31% 74
MFC
4897
Morris Financial Concepts
South Carolina
$233M +$23.9M +11% 6.42% 46.7% 193
BBWP
4898
Beacon Bridge Wealth Partners
Pennsylvania
$233M +$14.8M +7% 5.53% 99
AWA
4899
Acorn Wealth Advisors
Michigan
$233M +$30.4M +15% 6.46% 42% 231
BCA
4900
Bernzott Capital Advisors
California
$232M +$15.3M +7% 7.68% 32.3% 38