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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CP
4901
Canopy Partners
Ohio
$232M +$17M +8% 6.06% 221
7CM
4902
7G Capital Management
New York
$232M +$4.74M +2% 10.1% 105% 8
SPWM
4903
Straight Path Wealth Management
Michigan
$232M +$37.4M +19% 9.45% 73.6% 103
GWA
4904
GGM Wealth Advisors
Maryland
$232M +$13.5M +6% 6.67% 25.8% 151
LWA
4905
Lowe Wealth Advisors
Maryland
$232M +$12.6M +6% 5.68% 46.2% 328
OGF
4906
Orin Green Financial
California
$232M +$14.8M +7% 4.28% 41.3% 84
MS
4907
Madden Securities
Texas
$232M +$6.14M +3% 6.17% 93.8% 115
SG
4908
Standard General
New York
$232M -$30.9M -12% 21.6% 76% 3
TIA
4909
Tiemann Investment Advisors
California
$232M +$7.14M +3% 6.58% 66.6% 204
HRC
4910
Hoertkorn Richard Charles
$232M +$2.18M +0.9% 5.26% 92.1% 87
RGREA
4911
Ranger Global Real Estate Advisors
Colorado
$232M -$18.8M -8% 14.2% 18.4% 25
MMM
4912
Mendel Money Management
Illinois
$231M +$17.7M +8% 7.86% 55.1% 137
OIA
4913
Optimum Investment Advisors
Illinois
$231M +$8.5M +4% 7.22% 92.1% 663
IWP
4914
Invenio Wealth Partners
Florida
$231M +$29.4M +15% 5.31% 103
GIA
4915
Goodwin Investment Advisory
Georgia
$231M +$13.1M +6% 4.14% 60.9% 36
GP
4916
Geneva Partners
Wisconsin
$231M -$11.8M -5% 5.82% 201% 86
RWP
4917
Reliant Wealth Planning
Kentucky
$231M +$14.2M +7% 5.72% 37.2% 27
EECFX
4918
EnCap Energy Capital Fund X
Texas
$231M 17.5% 1
TFG
4919
Tilson Financial Group
New Jersey
$231M +$132M +133% 5.43% 72
BC
4920
Barrett & Company
Rhode Island
$231M +$9.84M +4% 5.98% 63% 615
CA
4921
Claris Advisors
Missouri
$231M +$36.5M +19% 6.78% 48.3% 1,236
SFG
4922
Socha Financial Group
New York
$230M +$16.8M +8% 5.04% 60.7% 23
2L
4923
25 LLC
Missouri
$230M +$19.8M +9% 6.54% 55
CH
4924
CVS Health
Rhode Island
$230M +$13.4M +6% 6.21% 41% 6
BCP
4925
BlackBarn Capital Partners
New York
$230M +$36.1M +19% 3.31% 25