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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TFA
5826
Tranquilli Financial Advisor
New Jersey
$142M +$3.15M +2% 7.07% 45.3% 111
TWP
5827
Tower Wealth Partners
Pennsylvania
$142M +$19.9M +16% 7.65% 43.6% 60
BB
5828
Burford Brothers
Texas
$141M 9.51% 150
RMSCM
5829
R.M. Sincerbeaux Capital Management
New York
$141M +$10.3M +8% 10.8% 78.8% 42
GGA
5830
Granite Group Advisors
Connecticut
$141M 12.2% 93
AFO
5831
Arrowroot Family Office
California
$141M +$14.4M +11% 9.84% 128
LWP
5832
Laurel Wealth Planning
Minnesota
$141M +$12.8M +10% 9.79% 39.4% 54
VCIM
5833
Velan Capital Investment Management
Georgia
$141M +$18.9M +15% 21.7% 659% 34
HM
5834
Heronetta Management
New York
$141M +$4.88M +4% 4.76% 46% 24
KC
5835
Kades & Cheifetz
Pennsylvania
$141M +$14.8M +12% 8.2% 83
FCM
5836
Family Capital Management
Michigan
$141M -$10.4M -7% 11.3% 86
OPWM
5837
Oxinas Partners Wealth Management
Indiana
$141M +$6.48M +5% 10.7% 74.6% 124
LC
5838
Littlejohn & Co
Connecticut
$141M +$26.1M +23% 35.5% 76.1% 44
SWM
5839
Shelton Wealth Management
Texas
$141M +$15.8M +13% 8.39% 53.7% 111
CastleKeep Investment Advisors
5840
CastleKeep Investment Advisors
Connecticut
$141M 10.6% 100
SCA
5841
Southern Capital Advisors
Tennessee
$141M +$20.6M +17% 11.3% 49.1% 73
SWM
5842
Salvus Wealth Management
New Jersey
$141M +$14.3M +11% 13.8% 88.4% 109
NRC
5843
New Republic Capital
North Carolina
$141M +$18M +15% 11.2% 240
CIA
5844
Cascade Investment Advisors
Oregon
$140M +$14.1M +11% 11.7% 60.3% 114
SIM
5845
Strategic Investment Management
Virginia
$140M +$58.8M +72% 5.66% 34.6% 12
TWM
5846
TLW Wealth Management
Florida
$140M +$8.79M +7% 9.9% 106% 20
PCM
5847
Palouse Capital Management
Washington
$140M +$6.55M +5% 11.1% 33.9% 74
FA
5848
Fortis Advisors
Pennsylvania
$140M +$7.28M +5% 6.4% 30.7% 93
IFU
5849
iSAM Funds (UK)
United Kingdom
$140M -$17.8M -11% 10.9% 364
LIWM
5850
Long Island Wealth Management
New York
$140M 9.74% 434