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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OPPS
5451
Obsidian Personal Planning Solutions
Maryland
$191M +$27.5M +17% 6.47% 41.2% 109
CA
5452
Cresta Advisors
Texas
$191M +$22.6M +13% 5.35% 51.4% 50
DCM
5453
Dudley Capital Management
Virginia
$191M +$12.5M +7% 6.88% 130
BWA
5454
BlueChip Wealth Advisors
Georgia
$191M +$21.2M +12% 6.57% 155
DRP
5455
Decade Renewable Partners
Texas
$191M -$14.4M -7% 12.3% 49
BC
5456
Bowman & Company
Wisconsin
$191M +$17.5M +10% 6.44% 54.3% 105
MC
5457
Metavasi Capital
New York
$191M +$8.88M +5% 20.3% 458% 41
WCM
5458
Wisconsin Capital Management
Wisconsin
$190M -$6.89M -3% 1.88% 145% 52
ATWA
5459
Arbor Trust Wealth Advisors
Michigan
$190M +$0 0% 6.1% 53.3% 100
OCFG
5460
O'Connor Financial Group
Illinois
$190M +$18.4M +11% 5.6% 55
CIA
5461
Citadel Investment Advisory
Ohio
$190M +$14.3M +8% 8.03% 68.3% 83
AIA
5462
Alternative Investment Advisors
Florida
$190M +$15.2M +9% 5.61% 51
TSW
5463
Three Seasons Wealth
Utah
$190M +$9.2M +5% 7.48% 119
OAS
5464
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 3.72% 192
CPSC
5465
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 7.14% 62.9% 120
NIWA
5466
New Insight Wealth Advisors
California
$190M +$20.1M +12% 6.97% 93
AWMNH
5467
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 5.57% 65
EFP
5468
Envision Financial Planning
Tennessee
$190M +$59M +45% 5.17% 39
TCM
5469
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 8.12% 93.1% 118
PMIA
5470
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 8.95% 25.1% 44
DWS
5471
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 5.29% 70
PGF
5472
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 6.69% 120
AFS
5473
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 6.62% 37.1% 45
DSN
5474
D. Scott Neal
Kentucky
$189M +$9.43M +5% 8.88% 88% 67
FCFC
5475
First Citizens Financial Corp
Iowa
$189M +$20.1M +12% 6.55% 121