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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LAM
5251
Lapides Asset Management
Connecticut
$153M -$11.9M -7% 1.95% 62.9% 54
SOAG
5252
Silver Oak Advisory Group
Oregon
$153M +$4.15M +3% 1.24% 17.2% 57
TCMX
5253
Technology Crossover Management XI
California
$153M +$25.7M +20% 20.2% 1
NAG
5254
Northstar Advisory Group
New Jersey
$153M +$19.3M +14% 9.34% 124% 96
CF
5255
Concorde Financial
Texas
$153M +$15.6M +11% 2.5% 64.4% 35
LEFP
5256
Leading Edge Financial Planning
Tennessee
$153M +$14.6M +11% 2.87% 70
FS
5257
Ferguson Shapiro
Georgia
$153M +$36.3M +31% 0.78% 26.1% 36
GCM
5258
Gables Capital Management
Florida
$153M +$9.6M +7% 9.66% 135% 389
PWM
5259
Prosperity Wealth Management
California
$153M +$29.3M +24% 19.1% 178
AWG
5260
Alpha Wave Global
New York
$153M -$118M -44% 2.59% 124% 46
APS
5261
American Planning Services
Florida
$153M +$5.14M +3% 4.24% 23.8% 33
LCM
5262
Lynx1 Capital Management
Puerto Rico
$153M +$32.7M +27% 32.4% 1,499% 19
TB
5263
Treynor Bancshares
Iowa
$153M -$6.17M -4% 2.54% 3.34% 74
AIA
5264
Arcadia Investment Advisors
Idaho
$153M +$7.18M +5% 4.8% 43% 98
SVBP
5265
Strategic Value Bank Partners
Ohio
$153M -$18.1M -11% 11.3% 25% 27
FCG
5266
Financial Connections Group
California
$153M +$11.7M +8% 5.04% 46.8% 293
PFG
5267
Pacific Financial Group
Washington
$152M +$19.8M +15% 5.51% 47.7% 57
HI
5268
Harrington Investments
California
$152M +$7.56M +5% 7.02% 75.7% 80
RWG
5269
Regal Wealth Group
California
$152M +$11.7M +8% 5.45% 17% 49
OPWM
5270
Oxinas Partners Wealth Management
Indiana
$152M +$13.9M +10% 10.1% 74.6% 134
GAA
5271
Green Alpha Advisors
Colorado
$152M +$9.82M +7% 6.2% 117% 153
ACM
5272
Aquilo Capital Management
California
$152M -$18.3M -11% 17.3% 1.32% 15
ACM
5273
Aubrey Capital Management
United Kingdom
$152M -$20M -12% 1.84% 227% 61
CPSC
5274
Carl P. Sherr & Co
Massachusetts
$152M +$12.8M +9% 6.42% 62.9% 120
DF
5275
Dunhill Financial
United Kingdom
$152M 3.93% 85