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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RS
4926
Rakuten Securities
Japan
$230M -$2.89M -1% 1.71% 803
CWG
4927
Crown Wealth Group
North Carolina
$230M +$29.8M +15% 4.47% 81.8% 123
CFLC
4928
California First Leasing Corp
California
$230M +$6.24M +3% 2.92% 101% 45
DR
4929
Davis Rea
Ontario, Canada
$230M +$29.8M +15% 2.46% 62.7% 39
SIC
4930
Samalin Investment Counsel
New York
$230M +$15.8M +7% 6.66% 51.4% 294
RA
4931
Ruggaard & Associates
Ohio
$230M +$13.5M +6% 6.23% 119
PIP
4932
Palisades Investment Partners
California
$230M +$27.8M +14% 11.3% 43
LWMNY
4933
Landmark Wealth Management (New York)
New York
$230M +$101M +79% 6.34% 23.7% 77
VU
4934
Valence8 US
Massachusetts
$229M +$37.6M +20% 5.83% 56
HC
4935
Hillman Company
Pennsylvania
$229M +$20.9M +10% 13.5% 154% 14
WS
4936
Wela Strategies
Georgia
$229M +$14.7M +7% 6.5% 35.6% 54
RHI
4937
Richmond Hill Investments
New York
$229M +$13.6M +6% 5.4% 30.5% 4
BFA
4938
Buttonwood Financial Advisors
Maryland
$229M +$17.4M +8% 6.83% 67.4% 101
CCM
4939
Consolidated Capital Management
California
$229M +$20M +10% 7.23% 125% 43
GWP
4940
Gen-Wealth Partners
Michigan
$229M +$22M +11% 8.49% 735
SM
4941
Sensible Money
Arizona
$229M +$23.8M +12% 6.3% 87
CPW
4942
Crestmont Private Wealth
Texas
$229M +$21.3M +10% 6.78% 44% 121
CPM
4943
Crescent Park Management
California
$229M +$27.1M +13% 11.8% 123% 37
TAM
4944
Tealwood Asset Management
Minnesota
$228M +$62.4M +38% 8.27% 66.7% 129
MFC
4945
Mechanics Financial Corp
Ohio
$228M +$33.7M +17% 6.65% 50.8% 249
RFS
4946
Retirement Financial Solutions
Tennessee
$228M +$15.9M +7% 6.62% 41
IAMH
4947
IvyRock Asset Management (HK)
Hong Kong
$228M -$6.5M -3% 3.31% 133% 26
KC
4948
Kepos Capital
New York
$228M -$29.3M -11% 2% 256
WIP
4949
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 5.7% 42.9% 142
OAP
4950
One Advisory Partners
Kansas
$228M +$11M +5% 4.87% 42.1% 48