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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HFRG
5051
Houlihan Financial Resource Group
Virginia
$241M +$18.6M +8% 6.74% 40.5% 110
WP
5052
Wealthspan Partners
Iowa
$241M +$24.4M +11% 8.03% 60.7% 124
ACC
5053
Acorn Creek Capital
Colorado
$241M +$40.5M +20% 8.05% 82
TPW
5054
TL Private Wealth
Texas
$241M +$39M +19% 7.77% 42.1% 45
HAM
5055
Hanwha Asset Management
South Korea
$241M +$22M +10% 11% 1
CFLC
5056
California First Leasing Corp
California
$241M +$13.9M +6% 16.9% 101% 47
JHWEPV
5057
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 3.51% 131% 1
DIM
5058
DC Investments Management
Virginia
$240M +$45.4M +23% 12.3% 33.5% 115
NL
5059
NKCFO LLC
Illinois
$240M +$24.6M +11% 13.7% 131% 121
SFPG
5060
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 9.82% 56% 168
AFC
5061
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 5.29% 27.2% 22
MCAV
5062
Meritech Capital Associates V
California
$239M +$83.5M +54% 56.7% 134% 2
ACA
5063
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 10.9% 53.2% 42
WIA
5064
Wealthedge Investment Advisors
New York
$239M +$17.7M +8% 8.25% 205
MDCM
5065
Morgan Dempsey Capital Management
Wisconsin
$239M -$499K -0.2% 0.07% 23% 131
GCM
5066
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 35.7% 537% 54
TWM
5067
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 8.43% 251
NC
5068
Nokomis Capital
Texas
$239M +$6.9M +3% 9.3% 97% 56
LMC
5069
Lightspeed Management Company
California
$239M +$102M +75% 11.6% 10
PWA
5070
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 8.2% 57.2% 131
EPW
5071
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 8.79% 295
CB
5072
Centennial Bank
Arkansas
$239M +$28.4M +14% 9.76% 357
RCM
5073
Robinson Capital Management
Michigan
$238M -$7.47M -3% 3.15% 3.31% 126
RCM
5074
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 7.15% 46.2% 717
MAM
5075
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 8.1% 48