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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AFCM
5851
Alta Fox Capital Management
Texas
$122M +$15.9M +15% 6.72% 207% 19
SAM
5852
Silverhawk Asset Management
Arizona
$122M -$790K -0.6% 3.91% 38
EL
5853
EQ LLC
Washington
$122M -$10.2M -8% 6.02% 57.3% 49
KIA
5854
KLR Investment Advisors
Rhode Island
$121M +$7.7M +7% 6.07% 196
BCCM
5855
Blue Creek Capital Management
Hong Kong
$121M -$29.4M -19% 12.7% 5
CFG
5856
Cosner Financial Group
Colorado
$121M 4.54% 22
RWM
5857
Refined Wealth Management
Utah
$121M +$8.07M +7% 6.45% 94.2% 26
WPEP
5858
Walnut Private Equity Partners
Nebraska
$121M +$6.5M +6% 3.97% 67% 18
AA
5859
Aufman Associates
Pennsylvania
$121M +$3.75M +3% 4.6% 52.3% 43
EA
5860
Echo45 Advisors
California
$121M +$664K +0.6% 3.89% 37% 54
RFP
5861
RCS Financial Planning
Maryland
$121M +$8.47M +8% 3.09% 49
FB
5862
First Bancorp
Maine
$121M +$4.45M +4% 4.83% 50.9% 112
SAMC
5863
Spectrum Asset Management (Connecticut)
Connecticut
$121M -$8.02M -6% 1.53% 3.77% 7
GCL
5864
Gouws Capital LLC
North Carolina
$121M +$9.29M +8% 8.64% 80.6% 47
WAM
5865
Walker Asset Management
Missouri
$121M +$5.76M +5% 7.93% 52.5% 100
AWMT
5866
AAFMAA Wealth Management & Trust
North Carolina
$121M -$3.61M -3% 5.31% 62.6% 53
ASI
5867
Advisory Services & Investments
Oregon
$121M +$10.9M +10% 4.72% 19.6% 40
HIA
5868
HTG Investment Advisors
Connecticut
$121M +$11.4M +10% 5.1% 54
DJYG
5869
David J. Yvars Group
Florida
$121M +$10.4M +9% 12.3% 126% 89
TFP
5870
TrueWealth Financial Partners
Washington
$121M +$4.95M +4% 2.25% 28.3% 17
MFA
5871
McClarren Financial Advisors
Pennsylvania
$121M +$10.9M +10% 6.51% 49.4% 491
MHWM
5872
Montz Harcus Wealth Management
Louisiana
$121M +$12.6M +12% 7.97% 70.6% 60
YEPX
5873
Yorktown Energy Partners X
New York
$121M +$16.8M +16% 7.91% 25.3% 5
FPW
5874
Flagship Private Wealth
Massachusetts
$121M +$8.88M +8% 6.16% 51.3% 76
KFA
5875
Kapstone Financial Advisors
Ohio
$121M +$9.89M +9% 7.92% 105