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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EFN
5026
Equita Financial Network
Pennsylvania
$163M 3.23% 57
QC
5027
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 3.44% 64.6% 8
OIM
5028
Opus Investment Management
Massachusetts
$162M -$116M -42% 3.6% 31.9% 73
AWM
5029
Activest Wealth Management
Florida
$162M +$17.9M +12% 3.63% 65.9% 594
RWA
5030
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 3.68% 88
MA
5031
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 1.02% 167% 88
SLA
5032
Silver Lake Advisory
Utah
$162M -$24.9M -13% 3.03% 46.4% 95
WPW
5033
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 3.47% 100
BCA
5034
Boundary Creek Advisors
New York
$162M -$48.3M -23% 0.27% 4.24% 43
LFPWM
5035
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 3.57% 38.1% 22
HWP
5036
Highline Wealth Partners
California
$162M +$3.14M +2% 2.59% 88.6% 406
IGYL
5037
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 1.53% 117% 3
JKSF
5038
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 14% 61.7% 4
AA
5039
ACT Advisors
North Carolina
$161M +$10.1M +7% 2.48% 63% 40
NEPPG
5040
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 3.96% 46.1% 41
OFW
5041
Omnia Family Wealth
Florida
$161M +$14.2M +10% 1.43% 72.5% 73
TWM
5042
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 2.79% 39.5% 46
KC
5043
Kize Capital
New York
$161M -$39.5M -20% 3.02% 57.4% 6
VCM
5044
Vector Capital Management
California
$161M -$148M -48% 41.1% 55.4% 5
WMWM
5045
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 3.27% 82
KIC
5046
Kensington Investment Counsel
California
$161M +$3.35M +2% 2.34% 72.3% 103
AMR
5047
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 2.61% 61
AIM
5048
Ausbil Investment Management
Australia
$161M +$156K +0.1% 3.53% 68
BHCM
5049
Boulder Hill Capital Management
New York
$161M +$109M +210% 0.19% 166
JC
5050
Jentner Corp
Ohio
$161M +$525K +0.3% 3.27% 38.9% 45