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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWG
5126
Altus Wealth Group
Colorado
$200M +$247K +0.1% 1.08% 58.6% 149
DWM
5127
Denver Wealth Management
Colorado
$200M +$3.73M +2% 3.46% 50.6% 84
JWBC
5128
John W. Brooker & Co
California
$200M +$13.5M +7% 0.68% 29.6% 76
RC
5129
Riposte Capital
New York
$200M -$48.5M -20% 1.57% 32
SICM
5130
Sustainable Insight Capital Management
New York
$200M +$61M +44% 8.86% 142% 91
RI
5131
Ridgewood Investments
New Jersey
$200M +$10.8M +6% 1.19% 46.1% 777
2C
5132
272 Capital
Texas
$200M -$50.9M -20% 6.48% 46.5% 93
WA
5133
Wilshire Advisors
California
$199M -$1.56M -0.8% 0.95% 27.2% 11
MIRH
5134
Madison International Realty Holdings
New York
$199M -$6.92M -3% 3.32% 26.8% 2
HFP
5135
Holistic Financial Partners
Indiana
$199M +$2.52M +1% 6.3% 79.7% 137
HSWM
5136
Hubbell Strickland Wealth Management
Louisiana
$199M +$1.57M +0.8% 0.96% 49.2% 81
HWA
5137
Hilltop Wealth Advisors
North Carolina
$199M +$3.66M +2% 1.78% 40.7% 53
PWA
5138
Phoenix Wealth Advisors
North Carolina
$199M +$35.1M +21% 2.25% 57.2% 121
WR
5139
WD Rutherford
Oregon
$199M +$5.98M +3% 5% 137% 100
FH
5140
FWG Holdings
Florida
$199M +$12.6M +7% 3.61% 70.1% 112
NRC
5141
New Republic Capital
North Carolina
$199M +$41.6M +26% 2.27% 260
SFPG
5142
Stonebridge Financial Planning Group
Florida
$199M +$9.87M +5% 3.25% 56% 159
CCM
5143
Conway Capital Management
California
$199M +$20.2M +11% 14.3% 210% 47
LIA
5144
Luken Investment Analytics
Tennessee
$199M +$655K +0.3% 2.73% 148
BAM
5145
Bayshore Asset Management
Florida
$199M -$5.1M -3% 1.35% 46% 43
SAM
5146
Sequent Asset Management
Texas
$199M +$9.52M +5% 0.46% 49% 93
FIM
5147
FWL Investment Management
Texas
$198M +$16.9M +9% 5.5% 92.7% 289
FF
5148
Fluent Financial
Texas
$198M +$17.4M +10% 0.45% 36.1% 102
KCFA
5149
Key Client Fiduciary Advisors
New Jersey
$198M +$9.48M +5% 2.95% 62% 198
MHB
5150
Midwest Heritage Bank
Iowa
$198M +$7.87M +4% 0.56% 40% 58