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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AL
5926
ADE LLC
Maryland
$148M -$1.09M -0.7% 1.87% 40.1% 82
NWM
5927
Napa Wealth Management
California
$148M -$41.7M -22% 1.66% 134
JFG
5928
JDM Financial Group
Texas
$148M +$10.9M +8% 2.92% 226
ADMI
5929
Albert D. Mason Inc
Massachusetts
$148M -$13.8M -9% 1.89% 50.8% 160
AWM
5930
Aberdeen Wealth Management
Illinois
$148M -$23.9M -14% 1.1% 56.5% 178
VCWA
5931
Vanguard Capital Wealth Advisors
Colorado
$148M +$5.72M +4% 7.82% 130% 165
HCCM
5932
Hudson Canyon Capital Management
New York
$148M -$7.69M -5% 5.8% 136% 54
PWMG
5933
Pinnacle Wealth Management Group
Michigan
$148M +$13.2M +10% 1.75% 43.2% 115
FCMA
5934
Foresight Capital Management Advisors
Michigan
$148M +$16.5M +13% 5.89% 87
KFG
5935
Kingdom Financial Group
Arizona
$148M +$5.54M +4% 1.4% 67
EP
5936
EPIQ Partners
Minnesota
$148M -$2.55M -2% 1.07% 33.9% 78
MAG
5937
Mayfair Advisory Group
Alabama
$148M +$9.89M +7% 2.42% 51.1% 152
WLC
5938
Walnut Level Capital
Colorado
$147M +$28.4M +24% 3.21% 39
PCM
5939
Piedmont Capital Management
Montana
$147M +$0 0% 2.96% 68% 46
BDAM
5940
Blue Door Asset Management
Connecticut
$147M -$484K -0.3% 8.88% 67.9% 16
BFP
5941
Beacon Financial Planning
Massachusetts
$147M +$4.03M +3% 1.72% 40
STT
5942
Singapore Technologies Telemedia
Singapore
$147M +$41.8M +40% 39.7% 8.45% 1
MPIM
5943
McGinn Penninger Investment Management
Virginia
$147M -$5.46M -4% 1.42% 60.8% 25
FAG
5944
Financial Architects (Georgia)
Georgia
$147M +$2.62M +2% 0.17% 23
AFWM
5945
Abich Financial Wealth Management
Virginia
$147M +$17.6M +14% 0.26% 895
VOMP
5946
Vision One Management Partners
Florida
$147M -$23.5M -14% 12.4% 7
KL
5947
KilterHowling LLC
Colorado
$147M +$4.45M +3% 2.42% 43.1% 48
PD
5948
Planning Directions
Pennsylvania
$147M +$2.84M +2% 1.42% 36.4% 77
FF
5949
Farrow Financial
Vermont
$147M +$4.08M +3% 3.86% 55
FCM
5950
Family Capital Management
Michigan
$147M +$3.19M +2% 3.42% 73