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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PF
6151
Penney Financial
Texas
$147M +$9.87M +7% 6.11% 37
ECP
6152
Epacria Capital Partners
Colorado
$147M +$10.2M +7% 11.2% 56
MWM
6153
Mosley Wealth Management
California
$147M +$29.1M +25% 5.57% 121
CastleKeep Investment Advisors
6154
CastleKeep Investment Advisors
Connecticut
$147M +$16.8M +13% 9.47% 98
DAM
6155
Doheny Asset Management
California
$146M +$6.07M +4% 1.83% 131% 77
LAM
6156
Lakewood Asset Management
Illinois
$146M +$2.94M +2% 7.95% 121
G
6157
Greycroft
New York
$146M +$21.7M +17% 16.8% 27.9% 10
EGP
6158
Entrust Global Partners
New York
$146M -$105M -42% 3.69% 98.6% 8
AI
6159
Axos Invest
Nevada
$146M 6.06% 24
WWM
6160
Wolff Wiese Magana
California
$146M +$20.4M +16% 7.71% 87.6% 1,029
CAAM
6161
Cape Ann Asset Management
United Kingdom
$146M +$29.6M +25% 9.6% 107% 7
MLRA
6162
Main Line Retirement Advisors
Montana
$146M +$15.2M +12% 6.08% 37
EAM
6163
Everstar Asset Management
North Carolina
$146M 7.64% 194
SIA
6164
Spectrum Investment Advisors
Wisconsin
$146M +$9.2M +7% 5.78% 27
PVAMC
6165
PPS&V Asset Management Consultants
Michigan
$146M +$6.19M +4% 5.76% 39
AIA
6166
Affinity Investment Advisors
California
$146M +$12.6M +9% 9.22% 103% 139
SCM
6167
Summerhill Capital Management
Ontario, Canada
$146M +$4.5M +3% 9.51% 20
EPIM
6168
Equinox Partners Investment Management
Connecticut
$146M -$9.71M -6% 10.5% 64.3% 9
CPCP
6169
Cedar Point Capital Partners
Iowa
$146M +$11.9M +9% 5.39% 64
CWI
6170
Conscious Wealth Investments
Florida
$145M +$6.19M +4% 6.58% 50
CNWM
6171
Clay Northam Wealth Management
California
$145M +$13.4M +10% 4.74% 85.6% 94
MCM
6172
McDonough Capital Management
Florida
$145M +$7.88M +6% 4.87% 107% 47
MAM
6173
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 0.48% 14.1% 6
MWA
6174
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 4.54% 59
WBCM
6175
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 6.59% 55.9% 120