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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HI
6176
Harper Investing
California
$151M +$15.2M +11% 5.15% 26.8% 53
ACA
6177
AYAL Capital Advisors
Ontario, Canada
$151M -$45.8M -23% 3.86% 60
MI
6178
Motiv8 Investments
Florida
$151M +$8.22M +6% 0.22% 101
ACM
6179
Arosa Capital Management
Florida
$151M -$1.43M -0.9% 6.11% 54.9% 51
VFG
6180
Valley Financial Group
Pennsylvania
$151M +$6.92M +5% 0.33% 60
LPAM
6181
Legion Partners Asset Management
California
$151M -$20.8M -12% 18.8% 70.9% 7
LWP
6182
Laurel Wealth Planning
Minnesota
$150M -$4.55M -3% 1.29% 39.4% 58
LC
6183
Lakehouse Capital
Australia
$150M +$2.09M +1% 0.06% 187% 14
HHRDM
6184
H&H Retirement Design & Management
Nevada
$150M -$14.4M -9% 0.38% 23.7% 77
CI
6185
Carroll Investors
South Carolina
$150M -$27.2M -15% 11.9% 206% 33
CNFG
6186
Creegan & Nassoura Financial Group
New Hampshire
$150M +$1.3M +0.9% 0.3% 48.6% 77
TFP
6187
Tilia Fiduciary Partners
North Carolina
$150M +$3.44M +2% 1.29% 75.9% 122
HFW
6188
Horizon Family Wealth
Illinois
$150M -$518K -0.3% 1.86% 62.7% 87
LIA
6189
Lynx Investment Advisory
District of Columbia
$150M +$3.38M +2% 1.33% 157
ACA
6190
Acorn Capital Advisors
New York
$150M -$35.9M -19% 14.6% 22
WWM
6191
Whalen Wealth Management
Nevada
$150M +$5.57M +4% 0.86% 184
XPN
6192
XY Planning Network
Montana
$150M +$16.8M +13% 0.7% 118
PCM
6193
Ping Capital Management
New York
$150M -$93.9M -39% 2.72% 79
CCG
6194
Catalina Capital Group
California
$150M -$154M -51% 2.36% 377
ALM
6195
Argosy-Lionbridge Management
New York
$150M +$20.1M +15% 4.84% 14
LIC
6196
Laurus Investment Counsel
Canada
$150M -$44.4M -23% 11.9% 37.4% 48
SMA
6197
Seven Mile Advisory
New Jersey
$150M -$6.96M -4% 3.63% 182
BMD
6198
Better Money Decisions
New Mexico
$150M +$5.5M +4% 0.94% 32.7% 71
GP
6199
Gallo Partners
New Jersey
$150M +$14.7M +11% 0% 104
CMS
6200
Capital Market Strategies
Florida
$150M -$24M -14% 4.17% 120% 163