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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIA
5501
Acute Investment Advisory
Arizona
$175M +$26.3M +18% 0.31% 2.93% 16
BFG
5502
Buttonwood Financial Group
Missouri
$175M +$6.24M +4% 3.76% 53.8% 30
IFO
5503
Independent Family Office
New York
$175M -$11M -6% 0.87% 66.1% 76
CWA
5504
Capital Wealth Alliance
Arizona
$175M +$6.03M +4% 3.23% 85% 115
QS
5505
Quantitative Strategies
California
$175M +$1.53M +0.9% 1.08% 22
HAFS
5506
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$19.8K +0% 0.81% 53.8% 34
AWMNH
5507
Arcadia Wealth Management (New Hampshire)
New Hampshire
$175M +$12.5M +8% 1.71% 65
RWRC
5508
R.W. Roge & Company
New York
$175M +$8.94M +5% 3.38% 54.1% 47
GCM
5509
Granby Capital Management
Florida
$175M -$29.8M -15% 0.37% 37.7% 25
AIA
5510
Alternative Investment Advisors
Florida
$175M +$8.94M +5% 2.77% 52
HM
5511
HCC Manager
Illinois
$175M +$495K +0.3% 8.08% 2
MAG
5512
MRA Advisory Group
New Jersey
$175M +$7.41M +4% 2.8% 52.8% 123
AWM
5513
Aspire Wealth Management
Massachusetts
$175M +$9.1M +5% 1.18% 26% 192
OPOWM
5514
One Plus One Wealth Management
Florida
$175M +$385K +0.2% 0.37% 40% 105
VCIM
5515
Velan Capital Investment Management
Georgia
$175M -$10.4M -6% 13.4% 659% 25
WIA
5516
Wetzel Investment Advisors
Indiana
$174M +$4.63M +3% 0.85% 1,181
AC
5517
Applied Capital
Arkansas
$174M +$5.84M +3% 0.76% 42.9% 40
PFA
5518
Peak Financial Advisors
Colorado
$174M +$10M +6% 1.11% 25.5% 89
TVWM
5519
Tower View Wealth Management
Wisconsin
$174M +$3.29M +2% 8.07% 110% 201
CIS
5520
Custom Index Systems
New York
$174M -$1.66M -0.9% 3.39% 313
LAM
5521
Lifestyle Asset Management
Texas
$174M +$4.76M +3% 1.93% 115
EA
5522
Evolution Advisers
Virginia
$174M +$4.56M +3% 1.02% 33% 206
CWM
5523
Chicago Wealth Management
Illinois
$174M +$5.59M +3% 1.74% 71.7% 55
RCAP
5524
Resolute Capital Asset Partners
Colorado
$174M -$17.4M -9% 9.31% 424% 70
NAG
5525
Northstar Advisory Group
New Jersey
$174M +$8.63M +5% 5.44% 124% 102