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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TFG
5901
Team Financial Group
California
$149M +$9.22M +7% 6.8% 222
FHWM
5902
Fox Hill Wealth Management
Massachusetts
$149M +$18.2M +14% 16.8% 157
GGA
5903
Granite Group Advisors
Connecticut
$149M +$7.15M +5% 19.8% 94
ICP
5904
Interchange Capital Partners
Pennsylvania
$148M +$14.8M +11% 9.3% 67.6% 175
DJYG
5905
David J. Yvars Group
Florida
$148M +$24M +19% 17% 126% 81
ACM
5906
Arosa Capital Management
Florida
$148M -$12.4M -8% 3.88% 54.9% 41
MAWAG
5907
Mid-American Wealth Advisory Group
Missouri
$148M +$13.5M +10% 1.24% 56
IRM
5908
Income Research & Management
Massachusetts
$148M +$3.96M +3% 0% 0.84% 18
AUIM
5909
Aegon USA Investment Management
Iowa
$148M +$8.17M +6% 5.94% 33% 42
SCM
5910
Sebold Capital Management
Illinois
$148M +$12.8M +9% 6.34% 72
FOFP
5911
Fee-Only Financial Planning
South Carolina
$148M +$9.72M +7% 8.48% 43
CP
5912
Catalys Pacific
Japan
$148M +$41.5M +39% 41.5% 3
RSA
5913
River Street Advisors
Illinois
$148M +$22.8M +18% 10.3% 136
FMI
5914
F/M Investments
District of Columbia
$148M -$28M -16% 11.3% 125% 101
OCM
5915
Objective Capital Management
Ohio
$148M +$16.9M +13% 9.71% 141
TLCM
5916
Twin Lakes Capital Management
California
$148M +$1.87M +1% 3.9% 72.8% 244
FCMT
5917
Founders Capital Management (Texas)
Texas
$148M +$10.3M +7% 7.61% 62% 389
DWM
5918
Dogwood Wealth Management
Kansas
$148M +$19.9M +16% 6.18% 636
VWM
5919
VCI Wealth Management
Missouri
$148M -$16.5M -10% 6.87% 125
MHWM
5920
Montz Harcus Wealth Management
Louisiana
$148M +$16.8M +13% 10% 70.6% 73
BDAM
5921
Blue Door Asset Management
Connecticut
$148M +$11.9M +9% 11.2% 67.9% 20
EWM
5922
Evergreen Wealth Management
Michigan
$148M +$11.8M +9% 9.46% 55
BWS
5923
BCR Wealth Strategies
Alabama
$148M +$8.25M +6% 4.96% 30.8% 21
PP
5924
PFS Partners
New Jersey
$148M +$1.38M +0.9% 6.4% 38.2% 495
TDC
5925
Thompson Davis & Co
Virginia
$148M +$30.1M +26% 20.6% 279% 144