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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWM
6226
Echo Wealth Management
Minnesota
$133M +$12.1M +10% 0.85% 40.5% 47
CP
6227
Catalys Pacific
Japan
$132M -$15.6M -11% 9.5% 3
MWM
6228
Magnolia Wealth Management
Alabama
$132M -$112M -46% 1.39% 21
CV
6229
Counterweight Ventures
North Carolina
$132M +$8.23M +7% 5.08% 64
WPWM
6230
Western Pacific Wealth Management
Illinois
$132M -$5.63M -4% 1.3% 62% 310
SWM
6231
Sanctuary Wealth Management
Idaho
$132M +$9.25M +8% 0.92% 318
SFG
6232
Sowa Financial Group
Rhode Island
$132M +$9.52M +8% 7.56% 52.5% 36
GGA
6233
Granite Group Advisors
Connecticut
$132M -$16.5M -11% 5.31% 99
MSRI
6234
Michael S. Ryan Inc
New York
$132M +$5.21M +4% 0.58% 49
FDDB
6235
Fidelity D&D Bancorp
Pennsylvania
$132M -$1.17M -0.9% 0.23% 110
CNWM
6236
Clay Northam Wealth Management
California
$132M +$7.7M +6% 6.52% 85.6% 94
FIC
6237
FCG Investment Company
Tennessee
$132M +$6.82M +5% 6.4% 104
DAM
6238
Draper Asset Management
New York
$132M +$17.6M +15% 18.7% 182% 25
ACM
6239
Alethea Capital Management
Washington
$132M +$8.68M +7% 9.11% 162% 52
IP
6240
Isomer Partners
New York
$132M -$12.3M -9% 5.16% 47.2% 17
CWM
6241
Certus Wealth Management
California
$132M +$6.03M +5% 3.31% 54
NRWA
6242
North Ridge Wealth Advisors
Oregon
$132M +$2.71M +2% 0.12% 43
OPL
6243
Orland Properties Ltd
British Virgin Islands
$132M -$45.3M -26% 4.32% 13
SIM
6244
Sterling Investment Management
Arizona
$132M -$10.2M -7% 1.1% 39.6% 65
SWMP
6245
Signature Wealth Management Partners
New Jersey
$132M +$8.68M +7% 4.5% 77.2% 107
FWM
6246
FMB Wealth Management
California
$132M +$6.16M +5% 2.15% 72
CIM
6247
Chapman Investment Management
California
$132M -$4.21M -3% 3.3% 97.9% 33
LFA
6248
Longview Financial Advisors
Alabama
$131M -$1.74M -1% 1.77% 45
MWVC
6249
Morgens Waterfall Vintiadis & Co
New York
$131M -$12M -8% 12.4% 568% 40
RLWM
6250
RF&L Wealth Management
Massachusetts
$131M +$1.59M +1% 2.15% 56