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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GWM
5701
GoalFusion Wealth Management
Texas
$195M +$11.9M +6% 5.61% 31.5% 30
RHI
5702
Richmond Hill Investments
New York
$195M -$5.5M -3% 2.38% 30.5% 3
FHWM
5703
Fox Hill Wealth Management
Massachusetts
$195M +$25.2M +15% 23.7% 140
TCG
5704
Transcendent Capital Group
Oklahoma
$195M +$16.7M +9% 11% 109
GWM
5705
Grand Wealth Management
Michigan
$195M +$12.5M +7% 8.64% 42.5% 74
CCAM
5706
Cascades Capital Asset Management
North Carolina
$194M +$9.18M +5% 9.47% 160
BCM
5707
Banyan Capital Management
Georgia
$194M +$17.4M +10% 5.07% 63.3% 19
SFG
5708
Seamount Financial Group
Colorado
$194M +$47.5M +32% 7% 131
EGP
5709
Emergence GP Partners
California
$194M +$30.7M +19% 19.4% 4
EFS
5710
Econ Financial Services
Pennsylvania
$194M +$6.37M +3% 1.67% 8.75% 112
LI
5711
Latigo Investments
Florida
$194M +$6.6M +4% 9.29% 45.3% 17
PPWM
5712
PFG Private Wealth Management
Florida
$194M +$9.23M +5% 7.45% 39.9% 263
EWM
5713
Endowment Wealth Management
Wisconsin
$194M +$38.5M +25% 23.1% 70.5% 164
SS
5714
Sound Stewardship
Kansas
$194M +$18.4M +10% 6.2% 64
PHM
5715
Prospect Hill Management
New Jersey
$194M +$1.74M +0.9% 5.59% 99.3% 15
PCM
5716
Perritt Capital Management
Illinois
$194M +$12.4M +7% 10.9% 70.8% 367
WC
5717
Westhampton Capital
North Carolina
$194M +$10.4M +6% 8.98% 72.2% 121
FS
5718
Financial Symmetry
North Carolina
$194M +$30.8M +19% 9.9% 54
AFTS
5719
American Financial & Tax Strategies
New York
$194M +$7.5M +4% 6.57% 91
CA
5720
CWC Advisors
Oregon
$194M +$17.9M +10% 9.34% 147
KHC
5721
Koesten Hirschmann & Crabtree
Kansas
$193M +$19M +11% 8.48% 356
IWM
5722
Inlight Wealth Management
Georgia
$193M +$31.6M +20% 6.86% 297
CWM
5723
Chronos Wealth Management
Florida
$193M +$6.55M +4% 5.52% 75.6% 41
CCA
5724
Cruiser Capital Advisors
Connecticut
$193M +$123M +174% 11.8% 64.7% 55
AIA
5725
Arcadia Investment Advisors
Idaho
$193M +$14.1M +8% 8.03% 43% 85