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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FOFP
6226
Fee-Only Financial Planning
South Carolina
$162M +$15M +10% 10.1% 43
TFA
6227
Tranquilli Financial Advisor
New Jersey
$162M +$3.52M +2% 7.6% 45.3% 122
ECM
6228
Empirical Capital Management
Tennessee
$162M +$20.7M +15% 22.3% 17
WWM
6229
Wolff Wiese Magana
California
$161M +$14.6M +10% 13.6% 87.6% 1,055
QFW
6230
QTR Family Wealth
Florida
$161M +$28.8M +22% 13.5% 198
HC
6231
Hara Capital
Washington
$161M +$13.3M +9% 4.45% 347
PBPIA
6232
Pivotal bioVenture Partners Investment Advisor
California
$161M +$37.8M +31% 42.9% 761% 12
RFS
6233
Retirement Financial Solutions
Tennessee
$161M -$4.15M -3% 5.35% 38
GP
6234
Gridiron Partners
Pennsylvania
$161M +$4.89M +3% 2.16% 64
MHFA
6235
Mission Hills Financial Advisory
California
$161M +$17.1M +12% 2.48% 47
FFC
6236
Frederick Financial Consultants
Maryland
$161M +$22.4M +16% 10% 105
DP
6237
Diadema Partners
New Jersey
$161M +$35.7M +29% 0.4% 94
HFS
6238
Hoge Financial Services
Pennsylvania
$161M +$17.8M +12% 8.63% 64
AIMA
6239
Ables Iannone Moore & Associates
Georgia
$161M +$14M +10% 11.6% 58
FNBOH
6240
First National Bank of Hutchinson
Kansas
$161M +$9.28M +6% 15.4% 97.7% 94
HCCM
6241
Hudson Canyon Capital Management
New York
$161M +$18.7M +13% 19.1% 136% 57
IAA
6242
Independence Asset Advisors
Pennsylvania
$161M +$130M +421% 1.14% 17
SFP
6243
Strategic Financial Planning
Texas
$161M +$15.6M +11% 9.14% 31.4% 38
BWS
6244
Broadway Wealth Solutions
Texas
$161M +$23.6M +17% 7.93% 99
KWM
6245
Kingsman Wealth Management
Florida
$161M +$23.7M +17% 25.5% 72
TCP
6246
TSG Consumer Partners
California
$160M +$15.6M +11% 10.7% 36% 1
PFS
6247
Prospect Financial Services
New York
$160M -$20M -11% 12.3% 120
SG
6248
Straightline Group
Michigan
$160M +$5.6M +4% 4.67% 13
CCM
6249
Cloud Capital Management
Washington
$160M +$19.5M +14% 8.47% 282
HA
6250
Hofer & Associates
California
$160M +$12.9M +9% 7.65% 52.8% 62