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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CP
4926
Canopy Partners
Ohio
$215M +$10.7M +5% 4.03% 209
SFS
4927
Solitude Financial Services
Virginia
$215M -$1.98M -0.9% 0.52% 41.7% 38
WIP
4928
WealthCare Investment Partners
Rhode Island
$215M +$8.28M +4% 1.01% 42.9% 138
HPM
4929
Hoxton Planning & Management
West Virginia
$215M +$6.03M +3% 4.12% 170
IWN
4930
Independent Wealth Network
Iowa
$215M +$1.47M +0.7% 1.61% 51.4% 232
EGP
4931
Emergence GP Partners
California
$215M -$51.6M -19% 18.8% 3
BTIM
4932
BancFirst Trust & Investment Management
Oklahoma
$215M +$2.5M +1% 0.17% 34.1% 58
ICM
4933
IMS Capital Management
Oregon
$215M -$475K -0.2% 2.02% 87.8% 151
WS
4934
Wela Strategies
Georgia
$215M +$3.08M +1% 0.46% 35.6% 51
LCM
4935
Leisure Capital Management
California
$215M +$15.2M +8% 4.02% 68.6% 144
WAOTB
4936
Wealth Advisors of Tampa Bay
Florida
$214M +$3.95M +2% 2.79% 61.8% 83
LBWM
4937
Left Brain Wealth Management
Illinois
$214M +$7.66M +4% 5.76% 75
SIC
4938
Samalin Investment Counsel
New York
$214M +$4.19M +2% 2.39% 51.4% 284
1CM
4939
14B Capital Management
California
$214M +$2.11M +1% 1.44% 11
LAM
4940
Lountzis Asset Management
Pennsylvania
$214M +$2.84M +1% 1.15% 109% 47
SG
4941
StoneX Group
New York
$214M +$20.2M +10% 1.46% 64.6% 490
VFG
4942
Victory Financial Group
Texas
$214M +$44.8M +27% 2.44% 80
SFG
4943
Socha Financial Group
New York
$214M -$14.3M -6% 1.9% 60.7% 31
MMM
4944
Mendel Money Management
Illinois
$214M -$2.56M -1% 0.42% 55.1% 135
MAM
4945
MMA Asset Management
Pennsylvania
$214M +$747K +0.4% 1.14% 44.2% 256
UWS
4946
Unique Wealth Strategies
Illinois
$213M +$9.19M +4% 0.29% 673
SM
4947
Selkirk Management
New Jersey
$213M +$18.4M +9% 13.3% 343% 16
TF
4948
Threadgill Financial
Texas
$213M -$11.9M -5% 1.82% 51.3% 63
WMA
4949
Wealth Management Associates
New Jersey
$213M +$0 0% 4.67% 86% 204
HCA
4950
Hyperion Capital Advisors
New York
$213M +$1.11M +0.5% 4.61% 105% 116