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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KNFPWM
5026
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 2.13% 73
WIM
5027
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 1.25% 71.4% 77
BFS
5028
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 0.61% 166
CFA
5029
Camarda Financial Advisors
Florida
$222M -$44.5M -17% 1.63% 123% 124
WIA
5030
Wealthedge Investment Advisors
New York
$222M -$209K -0.1% 3.43% 217
ER
5031
EVR Research
Virginia
$221M -$74.2M -25% 4.48% 109% 49
VW
5032
Veridan Wealth
Oregon
$221M +$7.83M +4% 6.8% 84
SCM
5033
Spreng Capital Management
Ohio
$221M -$9M -4% 3.03% 66.1% 80
HIM
5034
Harbour Investment Management
Washington
$221M -$6.93M -3% 0.46% 63.6% 101
GL
5035
GHE LLC
Tennessee
$221M -$31.3M -12% 8.5% 295% 56
AWM
5036
Act Wealth Management
Texas
$221M +$7.11M +3% 1.79% 50.1% 54
RCM
5037
Raleigh Capital Management
North Carolina
$221M -$38.6M -15% 2.09% 46.2% 1,094
EECFX
5038
EnCap Energy Capital Fund X
Texas
$221M +$27.6M +14% 14.3% 1
CA
5039
Cumberland Advisors
Florida
$221M -$30.1M -12% 2.56% 63.5% 52
IA
5040
IMZ Advisory
Florida
$220M +$1.28M +0.6% 3.13% 43
MFC
5041
Mechanics Financial Corp
Ohio
$220M -$2.19M -1% 2.87% 50.8% 252
TIA
5042
Tiemann Investment Advisors
California
$220M -$4.58M -2% 1.33% 66.6% 198
MAM
5043
Mullooly Asset Management
New Jersey
$220M 1.41% 47
PHAM
5044
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 2.3% 50.1% 107
AWMT
5045
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 1.99% 62.6% 79
NIWA
5046
New Insight Wealth Advisors
California
$220M +$20.6M +10% 4.95% 96
SHCM
5047
Silver Heights Capital Management
Ontario, Canada
$220M -$4.79M -2% 0.75% 25.9% 4
HCI
5048
Harraden Circle Investments
New York
$220M +$94.4M +75% 2.14% 142
HC
5049
Headwater Capital
China
$220M +$32.5M +17% 0.92% 15
ACP
5050
Albar Capital Partners
United Kingdom
$220M -$196M -47% 1.48% 30