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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SAM
5026
Soditic Asset Management
United Kingdom
$169M -$25.1M -13% 4.54% 23.4% 19
SIAM
5027
Sterling Investment Advisors (Missouri)
Missouri
$169M -$6.68M -4% 4.34% 30% 32
FEM
5028
Fulcrum Equity Management
Texas
$169M -$98.5M -37% 0.05% 70% 207
LBC
5029
Lawrence B. Cohen
$169M -$87.4M -34% 6.36% 41.8% 100
WG
5030
Watchman Group
Texas
$169M -$22.2M -12% 6.67% 52% 87
ZIMP
5031
Zimmermann Investment Management & Planning
Pennsylvania
$169M -$9.71M -5% 4.79% 31.6% 99
AWA
5032
Alta Wealth Advisors
Massachusetts
$169M +$6.29M +4% 6.43% 93.7% 165
I2I
5033
Insight 2811 Inc
Illinois
$169M -$7.73M -4% 2.6% 20.4% 97
PWS
5034
Precision Wealth Strategies
Missouri
$168M +$29.7M +21% 4.09% 49.1% 183
HSWM
5035
Hubbell Strickland Wealth Management
Louisiana
$168M -$12.3M -7% 3.64% 49.2% 68
SAM
5036
Seelaus Asset Management
New Jersey
$168M -$15.9M -9% 0.9% 87.7% 316
SCM
5037
Susquehanna Capital Management
Pennsylvania
$168M -$105M -38% 36.7% 85.4% 2
CWA
5038
Capital Wealth Alliance
Arizona
$168M -$3.31M -2% 1.3% 85% 157
MWM
5039
MBE Wealth Management
Wisconsin
$168M -$26.5M -14% 4.93% 47.9% 74
SC
5040
Steph & Co
Wisconsin
$168M -$4.92M -3% 4.43% 45% 314
WLPWM
5041
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 2.18% 52.5% 102
ICM
5042
Intrepid Capital Management
Florida
$168M -$28.5M -15% 3.4% 57.8% 68
HFA
5043
HC Financial Advisors
California
$168M -$12M -7% 4.82% 31.2% 346
WWP
5044
WR Wealth Planners
Missouri
$168M 2.7% 22.1% 519
LFPWM
5045
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 5.91% 38.1% 24
FWA
5046
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 2.49% 42.5% 44
CSA
5047
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 5.44% 73.3% 109
HS
5048
Horan Securities
United States
$168M +$2.08M +1% 4.49% 50.2% 569
AC
5049
Almitas Capital
California
$168M 2.93% 48.6% 85
GPFA
5050
Game Plan Financial Advisors
Ohio
$168M -$19.4M -10% 6.25% 120