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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GB
5001
Goepper Burkhardt
South Carolina
$142M -$22.8M -14% 12% 48.2% 69
SIC
5002
Samalin Investment Counsel
New York
$142M -$23.1M -14% 12.9% 51.4% 258
JPLA
5003
Joseph P. Lucia & Associates
New York
$142M -$22.7M -14% 14.9% 60.4% 529
AWM
5004
Activest Wealth Management
Florida
$142M -$13.9M -9% 16.2% 65.9% 409
WC
5005
Westhampton Capital
North Carolina
$142M -$13.7M -9% 10.2% 72.2% 120
MMFA
5006
Main Management Fund Advisors
California
$141M -$13.1M -8% 13.3% 80.2% 11
ACM
5007
Ayrshire Capital Management
Connecticut
$141M -$28.2M -17% 12.3% 76.9% 54
MWM
5008
McNaughton Wealth Management
California
$141M -$12.3M -8% 10.4% 36.8% 54
BGI
5009
BlueDrive Global Investors
United Kingdom
$141M -$84.8M -38% 4.05% 24.7% 11
CPW
5010
Catalyst Private Wealth
California
$141M -$58.7M -29% 26% 124% 83
JIM
5011
JCP Investment Management
Texas
$141M +$462K +0.3% 11.9% 81.1% 19
SOAG
5012
Silver Oak Advisory Group
Oregon
$141M -$12.1M -8% 8.75% 17.2% 58
BMC
5013
Beaton Management Company
Massachusetts
$141M -$21M -13% 11.4% 76.1% 145
MAG
5014
Members Advisory Group
New York
$141M -$14.1M -9% 9.47% 30.4% 21
HSG
5015
Helen Stephens Group
Texas
$141M -$4.07M -3% 10.7% 40.6% 66
CPP
5016
Capasso Planning Partners
South Carolina
$141M -$764K -0.5% 13.2% 46.5% 103
AIM
5017
Aquila Investment Management
New York
$141M -$35.6M -20% 15.4% 53.5% 106
TWM
5018
TriaGen Wealth Management
California
$141M -$52M -27% 10.3% 92.8% 203
PE
5019
Platinum Equity
California
$141M -$26.5M -16% 12.4% 71.4% 7
VFA
5020
Values First Advisors
Tennessee
$141M -$17.6M -11% 10.6% 69.5% 179
RC
5021
RDST Capital
Washington
$141M +$136K +0.1% 15.4% 96.8% 18
WWM
5022
WJ Wealth Management
Arizona
$141M -$9.67M -6% 8.79% 77.2% 63
WFC
5023
Western Financial Corp
California
$141M -$31.6M -18% 14.4% 80.1% 111
CFCI
5024
Comprehensive Financial Consultants Institutional
Indiana
$141M -$3.05M -2% 11% 62.6% 165
CA
5025
Corrado Advisors
New Jersey
$141M -$22.7M -14% 12% 37.9% 118