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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NHFG
5126
New Harbor Financial Group
Massachusetts
$143M -$47.1M -25% 4.25% 28.3% 21
OGF
5127
Orin Green Financial
California
$143M +$1.88M +1% 1.17% 41.3% 68
FFC
5128
Fure Financial Corporation
Minnesota
$143M +$5.56M +4% 0.21% 59.5% 56
ILCM
5129
Ivy Lane Capital Management
Florida
$143M +$1.81M +1% 0.52% 103% 10
QCIG
5130
Quad-Cities Investment Group
Iowa
$143M -$4.06M -3% 1.08% 48.7% 189
TCB
5131
Texas Capital Bancshares
Texas
$143M +$5.15M +4% 0.13% 141% 80
AWA
5132
Acorn Wealth Advisors
Michigan
$143M -$1.78M -1% 0.46% 42% 177
WOSD
5133
WFA of San Diego
California
$143M +$14.1M +11% 0.37% 144
ADIM
5134
Alpha DNA Investment Management
Maryland
$143M -$3.04M -2% 5% 76.5% 151
SA
5135
swisspartners Advisors
Switzerland
$142M +$14.8M +12% 5.15% 60.3% 41
HWA
5136
Hilltop Wealth Advisors
North Carolina
$142M +$1.03M +0.7% 1.22% 40.7% 36
CAM
5137
Crown Advisors Management
California
$142M +$2.47M +2% 2.27% 185% 47
ACM
5138
Arrow Capital Management
New York
$142M -$1.62M -1% 3.85% 15
BWM
5139
Benchmark Wealth Management
Connecticut
$142M -$3.36M -2% 0.6% 42.7% 47
RCM
5140
Regency Capital Management
Hawaii
$142M +$9.83M +7% 1.03% 62.3% 167
CRI
5141
Colonial River Investments
Virginia
$142M +$1.89M +1% 1.93% 90.3% 194
CWMU
5142
Caliber Wealth Management (Utah)
Utah
$142M +$695K +0.5% 1.93% 36.5% 76
WWM
5143
Wolff Wiese Magana
California
$142M +$1.7M +1% 0.53% 87.6% 918
AWP
5144
Accretive Wealth Partners
New Jersey
$142M +$3.02M +2% 0.84% 60.5% 116
KC
5145
Kinloch Capital
Virginia
$142M +$2.41M +2% 1.95% 39.1% 68
CCM
5146
Colorado Capital Management
Colorado
$142M -$7.01M -5% 0.63% 41.9% 74
MWM
5147
McNaughton Wealth Management
California
$141M -$1.16M -0.8% 0.4% 36.8% 50
AIFAIM
5148
American Institute for Advanced Investment Management
Arizona
$141M -$769K -0.5% 0.95% 61.7% 125
CS
5149
Capital Square
Tennessee
$141M +$5.55M +4% 1.26% 37% 165
TIAM2
5150
Tru Independence Asset Management 2
Oregon
$141M -$5.47M -4% 0.68% 129