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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PIA
6201
Panoramic Investment Advisors
Colorado
$163M +$14.8M +10% 9.66% 127
LKBC
6202
L.K. Benson & Company
Maryland
$163M +$18.4M +13% 6.2% 102
NRWA
6203
North Ridge Wealth Advisors
Oregon
$163M +$13.1M +9% 7.35% 183
RA
6204
RiverPark Advisors
New York
$163M +$34.2M +27% 11.9% 113% 140
GF
6205
Gimbal Financial
Indiana
$163M +$51.9M +47% 12.8% 54
GA
6206
GraniteShares Advisors
New York
$163M +$5.8M +4% 4.82% 117% 99
SP
6207
Successful Portfolios
Florida
$163M +$15.6M +11% 10.3% 69.6% 169
CFSG
6208
Clark Financial Services Group
Missouri
$163M +$18.3M +13% 11.3% 74.7% 101
PW
6209
Pandora Wealth
Illinois
$163M +$10.6M +7% 10.5% 309
COA
6210
Charter Oak Advisors
New York
$163M +$22.3M +16% 15.8% 15
AGC
6211
Alden Global Capital
Florida
$163M +$68.9M +74% 19.6% 52.8% 25
NCM
6212
Northland Capital Management
Minnesota
$162M +$14.6M +10% 5.18% 23.3% 31
OC
6213
OxenFree Capital
Florida
$162M +$30.9M +24% 8.92% 45
GWCM
6214
Godshalk Welsh Capital Management
Pennsylvania
$162M +$9.44M +6% 6.96% 54.9% 133
SCM
6215
Sebold Capital Management
Illinois
$162M +$10.2M +7% 7.44% 81
NWMG
6216
Nicholson Wealth Management Group
South Carolina
$162M +$9.93M +7% 5.76% 108
SWMG
6217
Sard Wealth Management Group
Georgia
$162M +$13M +9% 5.02% 50
CFAM
6218
Center For Asset Management
Florida
$162M -$1.33M -0.8% 8.3% 41% 136
WPA
6219
Wealth Preservation Advisors
Tennessee
$162M +$22.2M +16% 16.5% 646
AA
6220
Aufman Associates
Pennsylvania
$162M +$16.7M +11% 12.5% 52.3% 65
PBO
6221
Peoples Bank (Ohio)
Ohio
$162M +$9.41M +6% 7.91% 54.7% 100
MAM
6222
Mainsail Asset Management
Alabama
$162M +$15.7M +11% 10.8% 66
CFG
6223
CNO Financial Group
Indiana
$162M +$42.2M +35% 0.73% 10
DWM
6224
Defined Wealth Management
Oregon
$162M +$12.9M +9% 10.2% 56.2% 112
KCM
6225
Kerusso Capital Management
North Carolina
$162M +$4.34M +3% 5.29% 58