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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LFA
5651
Lauterbach Financial Advisors
Texas
$127M -$3.51M -3% 2.17% 58.1% 62
TFG
5652
Tilson Financial Group
New Jersey
$127M +$68.5M +116% 2.74% 61
PM
5653
Plustick Management
Virginia
$127M +$7.8M +7% 11.1% 496% 26
MPIM
5654
McGinn Penninger Investment Management
Virginia
$127M -$11.4M -8% 4.23% 60.8% 28
SWM
5655
Scissortail Wealth Management
Oklahoma
$127M +$5.06M +4% 0.73% 62% 57
CWM
5656
Chicago Wealth Management
Illinois
$127M -$4.28M -3% 3.24% 71.7% 44
AFO
5657
Arrowroot Family Office
California
$127M -$5.2M -4% 3.69% 129
HBT
5658
Heartland Bank & Trust
Illinois
$127M -$1.25M -1% 1.54% 102% 132
WP
5659
Wealthspan Partners
Iowa
$127M -$164K -0.1% 3.37% 60.7% 83
WMRU
5660
William Marsh Rice University
Texas
$127M -$20.3M -14% 4.86% 13.7% 6
EWM
5661
Evergreen Wealth Management
Michigan
$127M -$1.13M -0.9% 1.79% 56
CIA
5662
Cascade Investment Advisors
Oregon
$126M -$7.52M -6% 2.98% 60.3% 117
S
5663
ShariaPortfolio
Florida
$126M 4.2% 37
SWM
5664
Salvus Wealth Management
New Jersey
$126M -$3.73M -3% 3.48% 88.4% 109
GAM
5665
GEM Asset Management
Michigan
$126M -$3.22M -2% 5.34% 81
KC
5666
Kades & Cheifetz
Pennsylvania
$126M -$4.13M -3% 3.49% 79
WAC
5667
William Allan Corp
Colorado
$126M -$4.28M -3% 3.83% 62% 48
GIM
5668
Greenwich Investment Management
Connecticut
$126M -$6.21M -5% 3.3% 49
PFWA
5669
Paces Ferry Wealth Advisors
Georgia
$126M -$7.04M -5% 3.33% 83.7% 112
RA
5670
Rise Advisors
New York
$126M -$3.21M -2% 3.07% 48% 704
SWM
5671
SFG Wealth Management
Maryland
$126M +$6.55M +5% 2.02% 70.1% 109
LAIC
5672
Lederer & Associates Investment Counsel
California
$126M -$6.67M -5% 3.83% 76.7% 90
ICP
5673
Interchange Capital Partners
Pennsylvania
$126M -$5.23M -4% 3.19% 67.6% 168
HKIMG
5674
Hutchens & Kramer Investment Management Group
Indiana
$126M +$657K +0.5% 0.23% 82.1% 129
BIP
5675
Blue Investment Partners
California
$126M -$5.35M -4% 5.96% 33