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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LFPWM
4951
Leicht Financial Planning & Wealth Management
New Jersey
$162M +$13.3M +9% 4.69% 38.1% 29
BFA
4952
Bluestem Financial Advisors
Illinois
$162M +$10.3M +7% 4.41% 29.5% 26
PBC
4953
Pavion Blue Capital
California
$162M +$5.58M +4% 5.89% 70.6% 98
HCM
4954
Horiko Capital Management
New York
$162M +$44.3M +38% 14.9% 136% 24
SFS
4955
Searcy Financial Services
Kansas
$162M -$9.82M -6% 5.45% 48.4% 20
GCA
4956
GSI Capital Advisors
California
$162M -$3.18M -2% 2.55% 14.6% 32
GFL
4957
Granite FO LLC
New Hampshire
$162M +$32.3M +25% 2.95% 246
RA
4958
Ruggaard & Associates
Ohio
$162M 4.38% 106
WMA
4959
Wealth Management Associates
New Jersey
$162M +$11.7M +8% 7.48% 86% 202
2L
4960
25 LLC
Missouri
$162M 4.69% 509
HA
4961
HC Advisors
Georgia
$162M +$15.3M +10% 5% 52.2% 88
VFM
4962
Valley Financial Management
New York
$162M -$18M -10% 5.1% 51
I2I
4963
Insight 2811 Inc
Illinois
$162M -$195K -0.1% 2.68% 20.4% 97
KCM
4964
Kennicott Capital Management
California
$162M +$30M +23% 11.2% 81% 46
1CM
4965
1492 Capital Management
Wisconsin
$162M +$7.1M +5% 9.24% 178% 120
PWA
4966
Phoenix Wealth Advisors
North Carolina
$162M -$4.73M -3% 5.35% 57.2% 115
BBW
4967
Blue Barn Wealth
Utah
$161M +$9.45M +6% 5.69% 28.6% 136
LA
4968
Lindenwold Advisors
Pennsylvania
$161M +$12.1M +8% 7.52% 56.7% 120
RWP
4969
Reliant Wealth Planning
Kentucky
$161M -$3.54M -2% 3.76% 37.2% 14
GAM
4970
Garrison Asset Management
Arkansas
$161M +$6.63M +4% 6.27% 52.1% 107
SC
4971
Steph & Co
Wisconsin
$161M +$2.77M +2% 4.32% 45% 250
SL
4972
SIB LLC
New York
$161M +$19.9M +14% 14.9% 29.1% 18
MMHP
4973
Murphy Middleton Hinkle & Parker
Georgia
$161M +$1.68M +1% 2.01% 46.8% 137
DJC
4974
Daily Journal Corp
California
$161M -$13.5M -8% 6.57% 79.3% 4
OCPWS
4975
One Charles Private Wealth Services
Massachusetts
$161M +$6.49M +4% 10.1% 109% 123