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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AFC
4926
Adaptive Financial Consulting
Ohio
$241M -$4.45M -2% 1.32% 27.2% 21
IRAG
4927
Investment Research & Advisory Group
Georgia
$241M +$4.11M +2% 3.12% 97.2% 218
TE
4928
Tema ETFs
New York
$241M 1.1% 148
FPGT
4929
Financial Partners Group (Tennessee)
Tennessee
$241M -$25.8M -10% 1.37% 102
BIMC
4930
Benson Investment Management Company
Virginia
$241M -$12.3M -5% 0.44% 78.1% 60
CCM
4931
Cobalt Capital Management
New Jersey
$241M +$15.7M +7% 11% 182% 40
W
4932
WorthPointe
California
$241M +$3.09M +1% 0.12% 48.1% 99
SST
4933
S Squared Technology
New York
$241M +$6.28M +3% 17.9% 160% 36
AIM
4934
Aikya Investment Management
United Kingdom
$240M +$60.2M +33% 0.75% 3
BWM
4935
Biltmore Wealth Management
Arizona
$240M -$3.31M -1% 0.96% 44.5% 56
AC
4936
ASB Consultores
Florida
$240M -$13.4M -5% 2.86% 64.7% 234
KSWA
4937
Kathleen S. Wright Associates
Pennsylvania
$240M -$2.3M -0.9% 0.14% 48.8% 300
IGYL
4938
I.G.Y. Ltd
United Kingdom
$240M +$13.2M +6% 8.38% 117% 3
KF
4939
KKM Financial
Illinois
$240M +$37.8M +19% 1.12% 160
CA
4940
Cache Advisors
California
$240M 19% 78
KIC
4941
Kensington Investment Counsel
California
$240M +$270K +0.1% 1.9% 72.3% 112
IIA
4942
ICW Investment Advisors
Arizona
$240M -$708K -0.3% 2.66% 50.2% 144
PWM
4943
Power Wealth Management
Georgia
$239M +$5.22M +2% 0.46% 99
WAM
4944
Weinberger Asset Management
California
$239M +$4.78M +2% 1.86% 69.8% 82
GWM
4945
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 2.05% 19% 160
DIM
4946
DLK Investment Management
California
$239M -$21.8M -8% 9.56% 118
CCMI
4947
Creative Capital Management Investments
California
$239M -$60.2K -0% 2.6% 293
TF
4948
Theory Financial
Colorado
$239M +$12.2M +5% 0.17% 77
WKSWA
4949
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 7.31% 112% 111
ODFS
4950
O'Donnell Financial Services
California
$239M -$7.18M -3% 0.31% 48.9% 44