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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFP
5876
Paragon Financial Partners
California
$88.9M -$8.44M -9% 4.85% 94.9% 82
LF
5877
LifeSteps Financial
California
$88.7M -$7.2M -8% 4.82% 76.7% 78
CP
5878
Clayton Partners
California
$88.7M -$4.03M -4% 3.89% 64.1% 37
CSIA
5879
Conrad Siegel Investment Advisors
Pennsylvania
$88.7M -$3.35M -4% 6.72% 49.5% 28
MA
5880
McBroom & Associates
Nevada
$88.7M -$3.25M -4% 2.28% 157% 36
JWWM
5881
Johnson & White Wealth Management
Pennsylvania
$88.6M 7.75% 48.5% 76
AFG
5882
Affinia Financial Group
Massachusetts
$88.6M -$30.2M -25% 4.98% 37.5% 32
TWM
5883
Trevian Wealth Management
Massachusetts
$88.6M -$3.52M -4% 4.55% 107% 37
SC
5884
Shearwater Capital
Colorado
$88.6M -$4.27M -5% 6.42% 60.4% 37
TAC
5885
Twenty Acre Capital
Pennsylvania
$88.6M -$9.82M -10% 7.13% 142% 24
SCM
5886
Soros Capital Management
New York
$88.5M -$86.7M -49% 6.58% 278% 42
GWM
5887
Guardian Wealth Management
Illinois
$88.3M -$4.58M -5% 5.25% 78.2% 249
MIG
5888
Mariner Investment Group
New York
$88.3M -$5.88M -6% 2.97% 205
LAS
5889
LWM Advisory Services
Florida
$88.3M +$4.87M +6% 4.08% 61.3% 124
AWA
5890
Aletheian Wealth Advisors
Washington
$88.1M -$10.4M -11% 6.4% 50.7% 56
HCVG
5891
H Capital V GP
Cayman Islands
$88M -$2.72M -3% 2.82% 2
GPTE
5892
Generali Powszechne Towarzystwo Emerytalne
Poland
$88M -$5.76M -6% 5.88% 118% 28
MFS
5893
Monetta Financial Services
Illinois
$87.8M -$7.68M -8% 1.48% 196% 73
RFN
5894
Redwood Financial Network
Ohio
$87.7M -$4.06M -4% 3.74% 60.9% 137
UL
5895
Unionview LLC
Washington
$87.6M -$1.91M -2% 5.34% 21.2% 79
KLM
5896
Kennedy Lewis Management
New York
$87.6M -$3.36M -4% 15.2% 70.1% 20
BAM
5897
Broadcrest Asset Management
Florida
$87.6M -$7.99M -8% 12.6% 67.4% 8
DU
5898
Delphia (USA)
Ontario, Canada
$87.6M -$57.8M -40% 2.3% 462
GP
5899
Geneva Partners
Wisconsin
$87.5M -$14.2M -14% 3.47% 201% 66
WSL
5900
Western Standard LLC
California
$87.4M -$44.5M -34% 10.5% 95.1% 42