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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SVG
5001
Sun Valley Gold
Idaho
$159M +$12.7M +9% 18.3% 168% 13
BCM
5002
Brookmont Capital Management
Texas
$159M -$3.85M -2% 1.02% 40.7% 51
CWA
5003
Clarus Wealth Advisors
Arizona
$159M +$6.42M +4% 7.28% 149
TB
5004
Treynor Bancshares
Iowa
$159M +$13.8M +10% 4.02% 3.34% 73
HCM
5005
HMS Capital Management
Tennessee
$159M +$11.4M +8% 7.98% 94.6% 114
CWM
5006
Collaborative Wealth Management
Florida
$159M +$6.55M +4% 4.66% 32% 178
SCM
5007
Sterneck Capital Management
Missouri
$159M +$7.9M +5% 7.62% 48.1% 104
AC
5008
Aristides Capital
Kentucky
$159M -$3.37M -2% 2.76% 65.2% 271
TCMP
5009
Thrive Capital Management (Pennsylvania)
Pennsylvania
$158M +$5.57M +4% 3.99% 40.5% 128
DWMG
5010
DB Wealth Management Group
California
$158M +$4.13M +3% 3.09% 19% 359
AWA
5011
Alta Wealth Advisors
Massachusetts
$158M +$10.4M +7% 15.3% 93.7% 153
WPM
5012
Worldly Partners Management
Massachusetts
$158M +$29.8M +23% 26.6% 4
RIM
5013
Reliant Investment Management
Tennessee
$158M -$9.37M -6% 2.03% 98.8% 61
PWA
5014
PCG Wealth Advisors
Kansas
$158M +$266K +0.2% 3.32% 55.6% 123
FPCG
5015
Forum Private Client Group
Indiana
$158M +$13.5M +9% 4.04% 39.1% 69
PCG
5016
Prosperity Consulting Group
Maryland
$158M +$8.16M +5% 6.26% 56.7% 106
YC
5017
Yunqi Capital
Hong Kong
$158M +$10.2M +7% 4.15% 49.9% 8
BFG
5018
Baron Financial Group
New Jersey
$158M +$7.11M +5% 4.77% 37.1% 58
APSI
5019
Asset Planning Services Inc
Louisiana
$158M -$54K -0% 5.14% 103% 37
BC
5020
Barrett & Company
Rhode Island
$158M +$6.49M +4% 4.69% 63% 612
PS
5021
Planned Solutions
California
$158M +$21.3M +16% 6.35% 49.6% 81
STC
5022
Sarah T. Connolly
$158M +$10.6M +7% 7.85% 35% 95
PKC
5023
Palmer Knight Company
Florida
$157M +$45.4M +41% 7.46% 76% 33
BFA
5024
Beacon Financial Advisory
Ohio
$157M +$17.7M +13% 6.12% 54.9% 214
BMCM
5025
Burns Matteson Capital Management
New York
$157M +$6.44M +4% 2.35% 53.5% 182