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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AFS
5251
Axiom Financial Strategies
Indiana
$149M -$25.3M -15% 3.92% 37.1% 36
QCIG
5252
Quad-Cities Investment Group
Iowa
$149M -$4.23M -3% 3.18% 48.7% 185
AWM
5253
Act Wealth Management
Texas
$149M -$28.7M -16% 2.74% 50.1% 47
GIS
5254
Grayhawk Investment Strategies
Alberta, Canada
$149M -$4.73M -3% 4.27% 20.3% 146
FIM
5255
FWL Investment Management
Texas
$149M +$2.44M +2% 2.61% 92.7% 195
SS
5256
Sound Stewardship
Kansas
$149M -$2.97M -2% 2.95% 65
FAM
5257
Forte Asset Management
New York
$149M -$5.35M -3% 3.91% 41.9% 60
BAM
5258
Bellevue Asset Management
Washington
$149M -$10.5M -7% 4.89% 68% 484
BWM
5259
Boyd Wealth Management
California
$149M -$15.8M -10% 3.94% 39.4% 44
EFIC
5260
Eliot Finkel Investment Counsel
California
$149M -$8.73M -6% 4.77% 33.1% 32
XSC
5261
X-Square Capital
Puerto Rico
$149M +$0 0% 1.71% 118% 142
HPWA
5262
Hall Private Wealth Advisors
North Carolina
$149M -$36.2M -20% 4.05% 48
AFM
5263
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 2.89% 81.4% 116
SI
5264
Saxon Interests
Texas
$149M -$38.1M -20% 3.83% 56.6% 206
CWMU
5265
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 3.83% 36.5% 56
TWM
5266
Triton Wealth Management
Arizona
$149M -$29.3M -16% 5.65% 87
QS
5267
Quantitative Strategies
California
$149M -$358K -0.2% 4.5% 20
WCAU
5268
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 23.5% 20.1% 4
EWA
5269
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 2.34% 108
CFO
5270
Custos Family Office
Texas
$148M -$5.96M -4% 3.88% 43.6% 46
RFS
5271
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 3.72% 46
IFA
5272
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 3.83% 37.1% 84
LBC
5273
Lawrence B. Cohen
$148M -$7.95M -5% 3.43% 41.8% 69
DFS
5274
Dixon Fnancial Services
California
$148M -$5.75M -4% 2.37% 52.4% 24
PWM
5275
Purus Wealth Management
California
$148M -$6.06M -4% 2.82% 146% 118