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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LFA
5201
Legend Financial Advisors
Pennsylvania
$157M +$14.1M +10% 4.81% 62.3% 46
PWA
5202
PCG Wealth Advisors
Kansas
$157M +$13.5M +9% 1.5% 55.6% 94
VAM
5203
Verity Asset Management
North Carolina
$157M -$11.9M -7% 0.81% 61.4% 236
HFP
5204
Holistic Financial Partners
Indiana
$157M -$15.1M -9% 2.24% 79.7% 135
AW
5205
Alaethes Wealth
Nevada
$157M -$1.43M -0.9% 3.53% 89.4% 332
BHBT
5206
Burke & Herbert Bank & Trust
Virginia
$157M -$13.2M -8% 1.44% 51.4% 152
HS
5207
HighVista Strategies
Massachusetts
$157M +$31.7M +25% 7.72% 176% 108
AEM
5208
ACON Equity Management
District of Columbia
$157M -$28.6M -15% 8.24% 32.1% 1
BFA
5209
BMS Financial Advisors
South Dakota
$157M +$73K +0% 3.95% 110
RFA
5210
Resurgent Financial Advisors
Georgia
$157M +$35.8M +30% 2.37% 72% 197
CWM
5211
Chronos Wealth Management
Florida
$157M -$7.84M -5% 1.82% 75.6% 47
CCM
5212
Clearfield Capital Management
New York
$157M +$7.68M +5% 1.22% 117% 7
XXIP
5213
Xiamen Xinweidachuang Investment Partnership
China
$157M -$64M -29% 19.6% 29.2% 1
LSA
5214
Lansing Street Advisors
Pennsylvania
$157M 2.91% 305
MPPW
5215
Mitchell & Pahl Private Wealth
Oklahoma
$157M +$984K +0.6% 0.95% 53% 172
AFC
5216
AFT Forsyth & Company
Florida
$157M -$37.9M -19% 7.09% 148% 165
EA
5217
Eclectic Associates
California
$157M +$582K +0.4% 4.42% 39.4% 79
HFS
5218
Horizon Financial Services
North Carolina
$157M -$7.87M -5% 5.29% 27.8% 126
ACM
5219
Arthedge Capital Management
New York
$157M -$52M -25% 19.4% 144% 17
FMTCOCP
5220
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157M +$3.61M +2% 0.34% 61% 353
AIC
5221
Aurora Investment Counsel
Georgia
$157M -$11.5M -7% 3.74% 52% 137
SHWM
5222
Silicon Hills Wealth Management
Texas
$157M -$4.76M -3% 3.77% 30.9% 121
CWMU
5223
Caliber Wealth Management (Utah)
Utah
$157M +$11.9M +8% 2.3% 36.5% 68
AIC
5224
Argus Investors Counsel
New York
$157M -$9.59M -6% 5.39% 103% 100
RCAP
5225
Resolute Capital Asset Partners
Colorado
$157M +$3.37M +2% 5.12% 424% 64