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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
4976
Collaborative Wealth Management
Florida
$183M 5.72% 32% 196
CB
4977
CNB Bank
Pennsylvania
$183M +$16M +10% 11.1% 73.2% 492
FCAG
4978
First Capital Advisors Group
New Jersey
$182M 7.74% 63
LWM
4979
Loveless Wealth Management
Montana
$182M +$17.8M +11% 10.1% 136
MVPI
4980
Maven Ventures Partners II
California
$182M 12.8% 2
KCM
4981
Knoll Capital Management
Florida
$182M -$18.6M -9% 5.27% 256% 42
MAWCM
4982
Mine & Arao Wealth Creation & Management
California
$181M +$14.5M +9% 9.68% 84.8% 326
SHFA
4983
SC&H Financial Advisors
Maryland
$181M 9.43% 49% 151
RCI
4984
RS Crum Inc
California
$181M 4.91% 9.95% 69
BA
4985
Baugh & Associates
Georgia
$181M +$17.7M +11% 14.2% 47.2% 42
MC
4986
Metavasi Capital
New York
$181M 0.5% 458% 23
IWP
4987
Insight Wealth Partners
Texas
$181M +$23.5M +15% 0.58% 16.7% 83
IOOF
4988
Independent Order of Foresters
Ontario, Canada
$181M +$13.4M +8% 8.07% 58.2% 13
MSWM
4989
Mader & Shannon Wealth Management
Missouri
$181M +$24.2M +15% 9.86% 34.7% 21
YEPI
4990
Yorktown Energy Partners IX
New York
$181M +$10.1M +6% 6.87% 4.82% 2
HSWM
4991
Hubbell Strickland Wealth Management
Louisiana
$181M +$15.6M +9% 9.66% 49.2% 70
SHCM
4992
Stone House Capital Management
Florida
$180M -$63.5M -26% 19.5% 66.7% 2
JRCM
4993
Jones Road Capital Management
New York
$180M +$28.4M +19% 1.71% 50.8% 71
CCM
4994
Cribstone Capital Management
Maine
$180M +$12.4M +7% 7.1% 22.4% 445
HFA
4995
HC Financial Advisors
California
$180M +$13.3M +8% 9.39% 31.2% 357
EA
4996
Elm Advisors
California
$180M +$12.8M +8% 8.03% 50.5% 91
WI
4997
Wahed Invest
New York
$180M 16% 93% 224
EFMH
4998
E Fund Management (HK)
Hong Kong
$180M 21.8% 67.8% 40
APWM
4999
Atlas Private Wealth Management
New York
$179M +$15.8M +10% 7.3% 19.8% 128
FFG
5000
Fullen Financial Group
Ohio
$179M +$4.25M +2% 2.81% 28.4% 60