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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JWM
5001
Jessup Wealth Management
Ohio
$235M +$16.5M +8% 4.32% 74
AA
5002
Altman Advisors
Illinois
$235M +$9.78M +4% 2.71% 99
LFP
5003
Lakeshore Financial Planning
Michigan
$234M +$7.4M +3% 1.28% 80
KPP
5004
Kings Path Partners
Texas
$234M -$4.15M -2% 1.81% 314
MVP
5005
Miller Value Partners
Florida
$234M +$57M +32% 11.1% 93.7% 33
PC
5006
Prairiewood Capital
North Dakota
$234M -$2M -0.8% 4.11% 29.8% 87
WMA
5007
Wealth Management Associates
New Jersey
$234M +$6.61M +3% 6.78% 86% 219
BDFN
5008
Bond & Devick Financial Network
Minnesota
$234M +$0 0% 3.71% 39.4% 157
TLA
5009
Tanglewood Legacy Advisors
Texas
$234M +$8.81M +4% 1.23% 306
CFGA
5010
Cambridge Financial Group (Arizona)
Arizona
$234M -$6.42M -3% 1.97% 135
TCM
5011
Tyro Capital Management
Florida
$234M +$39.2M +20% 5.47% 15
CH
5012
CVS Health
Rhode Island
$234M +$3.54M +2% 2.13% 41% 5
MFG
5013
Monte Financial Group
Connecticut
$234M -$7.6M -3% 1.83% 50.4% 87
WAOTB
5014
Wealth Advisors of Tampa Bay
Florida
$234M -$6.11M -3% 3.73% 61.8% 89
HIM
5015
HGC Investment Management
Ontario, Canada
$234M -$9.27M -4% 4.22% 35% 113
TDWM
5016
Topel & Distasi Wealth Management
California
$233M -$7.74M -3% 1.76% 33.8% 78
ECA
5017
Elevation Capital Advisory
Oregon
$233M +$6.87M +3% 2.56% 80
CWM
5018
Capital Wealth Management
Rhode Island
$233M -$80.6K -0% 2.04% 37.1% 44
NCM
5019
Northwest Capital Management
Oregon
$233M -$44.2M -16% 0.82% 47.6% 469
MFC
5020
Morris Financial Concepts
South Carolina
$233M +$388K +0.2% 0.03% 46.7% 197
LFA
5021
LifeGuide Financial Advisors
Pennsylvania
$233M -$1.3M -0.6% 4.78% 14.6% 43
SIC
5022
Samalin Investment Counsel
New York
$233M +$3.22M +1% 0.75% 51.4% 321
WF
5023
Warner Financial
Maryland
$233M +$7.13M +3% 0.68% 52.2% 119
LK
5024
Lumbard & Kellner
New Hampshire
$233M +$5.69M +3% 6.87% 58.3% 84
BCM
5025
Bond Capital Management
California
$233M +$25.4M +12% 15.9% 135% 5