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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NAG
5476
Northstar Advisory Group
New Jersey
$134M +$7.13M +6% 9.74% 124% 107
TC
5477
TAGStone Capital
North Carolina
$134M +$12.4M +10% 5.46% 51.5% 81
CWMU
5478
Caliber Wealth Management (Utah)
Utah
$134M +$2.73M +2% 6.99% 36.5% 93
DAM
5479
Derbend Asset Management
Georgia
$133M +$8.15M +7% 8.06% 24.1% 78
NCM
5480
Northland Capital Management
Minnesota
$133M +$7.06M +6% 3.85% 23.3% 28
GIM
5481
Guardian Investment Management
California
$133M +$27.6M +26% 6.35% 64.9% 54
CFA
5482
Camarda Financial Advisors
Florida
$133M +$34.3M +35% 11.8% 123% 96
HFS
5483
HBC Financial Services
Washington
$133M +$7.68M +6% 5% 12.6% 205
AWAP
5484
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$133M +$13.3M +11% 4.53% 48.2% 125
M
5485
MYeCFO
California
$133M +$11.7M +10% 6.06% 48
GPA
5486
Garrison Point Advisors
California
$133M +$11.1M +9% 6.63% 74% 156
HWM
5487
Horizon Wealth Management
Illinois
$133M +$10.6M +9% 11.8% 84.2% 80
CWM
5488
Chronos Wealth Management
Florida
$133M +$6.53M +5% 4.69% 75.6% 35
IDBONY
5489
Israel Discount Bank of New York
New York
$133M +$14.9M +13% 6.55% 37.6% 86
LCM
5490
LRT Capital Management
Texas
$133M -$39.5M -23% 6.61% 57% 86
DB
5491
Dravo Bay
Delaware
$133M +$10.7M +9% 5.47% 35.8% 45
FDDB
5492
Fidelity D&D Bancorp
Pennsylvania
$133M 2.46% 103
OCFG
5493
O'Connor Financial Group
Illinois
$133M 3.96% 51
CTFG
5494
Capstone Triton Financial Group
Oklahoma
$133M +$8.23M +7% 9.08% 107
RHDIC
5495
R.H. Dinel Investment Counsel
California
$133M +$21.1M +19% 7.16% 52.7% 53
TC
5496
Tacita Capital
Ontario, Canada
$133M -$550K -0.4% 3.72% 43.9% 200
FP
5497
Factorial Partners
New York
$133M +$2.06M +2% 4.61% 69.8% 96
DCM
5498
Decatur Capital Management
Georgia
$133M -$6.11M -4% 16.8% 151% 60
PFG
5499
Pacific Financial Group
Washington
$133M -$609K -0.5% 5.34% 47.7% 56
AC
5500
Addison Capital
Pennsylvania
$133M -$26.4M -17% 8.65% 61% 132