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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWM
5551
Ariadne Wealth Management
California
$184M +$54.3M +42% 6.9% 296
LA
5552
Lane & Associates
New Jersey
$184M +$14.1M +8% 5.93% 123
CSA
5553
Cottage Street Advisors
Massachusetts
$184M +$14.1M +8% 6.27% 73.3% 110
MWA
5554
Miller Wealth Advisors
Colorado
$184M -$1.33M -0.7% 0.53% 90% 89
IC
5555
Immersion Capital
United Kingdom
$183M +$4.73M +3% 2.84% 88.6% 10
HI
5556
Harrington Investments
California
$183M +$7M +4% 5.69% 75.7% 83
NAM
5557
NewGen Asset Management
Ontario, Canada
$183M +$20M +12% 9.85% 156% 39
CWA
5558
Consilium Wealth Advisory
Texas
$183M +$42.5K +0% 5.64% 94% 93
LFG
5559
Leverty Financial Group
Wisconsin
$183M +$14M +8% 6.24% 46% 39
PWP
5560
Pursue Wealth Partners
California
$183M -$373K -0.2% 2.63% 99.9% 124
MAG
5561
MRA Advisory Group
New Jersey
$183M +$8.06M +5% 5.13% 52.8% 127
ADIM
5562
Alpha DNA Investment Management
Maryland
$183M +$6.59M +4% 6.91% 76.5% 261
MA
5563
Mudita Advisors
United Kingdom
$183M -$12.6M -6% 3.48% 71.3% 19
IWA
5564
IVC Wealth Advisors
Pennsylvania
$183M +$3.9M +2% 7.21% 58.2% 175
GAA
5565
Global Assets Advisory
Florida
$183M +$120M +191% 4.55% 70.5% 174
HWM
5566
HighMark Wealth Management
Minnesota
$183M +$16.5M +10% 8.26% 66% 625
FAFN
5567
First Affirmative Financial Network
Colorado
$183M +$38.6M +27% 6.39% 34.8% 303
TVWM
5568
Tower View Wealth Management
Wisconsin
$183M +$8.47M +5% 4.85% 110% 197
RSA
5569
River Street Advisors
Illinois
$183M +$21.4M +13% 7.15% 149
LIM
5570
Loudon Investment Management
New Hampshire
$182M +$12.5M +7% 8.71% 54.8% 101
MPCL
5571
My Personal CFO LLC
Washington
$182M -$4.93M -3% 3.66% 67.6% 102
OFA
5572
Onyx Financial Advisors
Idaho
$182M +$15.2M +9% 6.14% 16
RCM
5573
Regency Capital Management
Hawaii
$182M +$26.6M +17% 7.3% 62.3% 54
LWM
5574
Lakeridge Wealth Management
Ohio
$182M +$15.6M +9% 8.34% 156
LAI
5575
Legal Advantage Investments
California
$182M +$8.33M +5% 7.45% 131% 101