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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIM
4926
Aquila Investment Management
New York
$176M -$30.5M -15% 3.5% 53.5% 105
ACWM
4927
Adams Chetwood Wealth Management
North Carolina
$176M +$29.2M +20% 4.63% 81
RSC
4928
Red Spruce Capital
Pennsylvania
$176M -$6.48M -4% 5.28% 69.5% 91
EPIM
4929
Equinox Partners Investment Management
Connecticut
$176M +$24.4M +16% 11.7% 64.3% 14
WMA
4930
Wealth Management Associates
New Jersey
$176M -$9.61M -5% 2.08% 86% 208
YAL
4931
Your Advocates Ltd
Texas
$176M -$786K -0.4% 3.29% 31.3% 240
HGWM
4932
Harvest Group Wealth Management
Massachusetts
$176M -$2.3M -1% 5.77% 28.1% 175
AWM
4933
Act Wealth Management
Texas
$176M +$2.11M +1% 1.5% 50.1% 41
SP
4934
Successful Portfolios
Florida
$176M -$8.34M -5% 3.38% 69.6% 220
GAMA
4935
Graticule Asia Macro Advisors
New York
$176M -$39.4M -18% 4.54% 142% 102
SW
4936
StrongBox Wealth
Missouri
$175M -$24.8M -12% 2.13% 50.6% 107
CCM
4937
Chicago Capital Management
Illinois
$175M +$30.6M +21% 23.7% 492% 51
HCM
4938
Hutner Capital Management
Vermont
$175M +$3.99M +2% 4.82% 48.7% 46
CPA
4939
Capital Performance Advisors
California
$175M +$9.98M +6% 3.07% 61.1% 54
NC
4940
Nixon Capital
Texas
$175M -$43.3M -20% 3.11% 120% 26
SAMU
4941
SONA Asset Management (US)
New York
$175M -$13.4M -7% 19.7% 10.5% 366
ACM
4942
Aubrey Capital Management
United Kingdom
$175M -$81.7M -32% 16.4% 227% 80
SWM
4943
Silverlake Wealth Management
Vermont
$175M -$10.9M -6% 1.81% 53.1% 254
WR
4944
WD Rutherford
Oregon
$175M -$22.5M -11% 8.44% 137% 138
SFP
4945
Sandbox Financial Partners
Maryland
$175M +$15.6M +10% 4.8% 79.8% 115
OFP
4946
OLIO Financial Planning
Virginia
$175M +$6.58M +4% 4.48% 33.6% 49
VBFP
4947
Valtinson Bruner Financial Planning
Minnesota
$175M -$7.92M -4% 2.42% 37.1% 103
LW
4948
Libra Wealth
California
$175M +$19.8M +13% 5.45% 44.5% 38
APSI
4949
Asset Planning Services Inc
Louisiana
$175M -$11.1M -6% 0.61% 103% 47
CC
4950
Caspian Capital
New York
$174M -$53.9M -24% 8.39% 152% 28