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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PHM
5401
Prospect Hill Management
New Jersey
$182M +$27M +17% 18% 99.3% 15
TWA
5402
Trellis Wealth Advisors
California
$182M +$5.21M +3% 0.77% 30
MAM
5403
MPM Asset Management
Massachusetts
$182M -$63.1M -26% 3.58% 14.1% 6
KNFPWM
5404
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$182M +$15.6M +9% 2.22% 67
LWM
5405
Laidlaw Wealth Management
New York
$182M +$2.92M +2% 4.91% 115% 189
PAM
5406
Peninsula Asset Management
Florida
$182M -$4.71M -3% 1.56% 50.3% 43
MC
5407
Metavasi Capital
New York
$182M +$20M +12% 13.1% 458% 41
SFP
5408
Strategic Financial Partners
Oregon
$182M +$956K +0.5% 1.6% 42.1% 75
KWAG
5409
Kiely Wealth Advisory Group
North Carolina
$181M +$5.81M +3% 0.31% 322
IFA
5410
Interactive Financial Advisors
Illinois
$181M +$577K +0.3% 1.07% 37.1% 86
WP
5411
Wealthspan Partners
Iowa
$181M +$11.5M +7% 1.58% 60.7% 104
BWM
5412
Boyd Wealth Management
California
$181M +$6.11M +3% 1.85% 39.4% 47
HKIMG
5413
Hutchens & Kramer Investment Management Group
Indiana
$181M +$12.1M +7% 5.32% 82.1% 161
BAM
5414
Bellevue Asset Management
Washington
$181M +$4.94M +3% 4.32% 68% 479
PFA
5415
Pinnacle Family Advisors
Missouri
$181M -$6.7M -4% 4.12% 83.6% 130
TSW
5416
Three Seasons Wealth
Utah
$181M +$37.9M +27% 5.71% 97
AA
5417
AJ Advisors
Tennessee
$181M -$462K -0.3% 1.65% 49
QCIG
5418
Quad-Cities Investment Group
Iowa
$181M +$9.53M +6% 2.85% 48.7% 185
NAAA
5419
New Age Alpha Advisors
New York
$181M +$14.8M +9% 5.18% 97
CP
5420
Creekside Partners
California
$181M 0.83% 162
AWM
5421
Avaii Wealth Management
Wisconsin
$180M +$9.96M +6% 2.25% 58.9% 152
MTWM
5422
Masso Torrence Wealth Management
New Jersey
$180M +$11.7M +7% 7.4% 102% 100
MA
5423
Menlo Advisors
California
$180M +$5.54M +3% 2.89% 81.1% 35
HWMA
5424
Heritage Wealth Management (Arizona)
Arizona
$180M -$16.2M -8% 0.31% 188
HFO
5425
Heritage Family Offices
Arizona
$180M 0.31% 168