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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EG
6251
Ellerson Group
Maryland
$131M +$619K +0.5% 8.6% 51
CBCM
6252
Cook & Bynum Capital Management
Alabama
$131M +$229K +0.2% 3.46% 59.6% 5
SMF
6253
Sterling Manor Financial
New York
$131M -$1.78M -1% 0.58% 44.9% 28
GA
6254
Gagnon Advisors
New York
$131M +$16.1M +14% 12.6% 115% 28
LFASL
6255
Lugano Financial Advisors SA (LFA)
Switzerland
$131M -$6.07M -4% 1.2% 31.2% 184
HFW
6256
Horizon Family Wealth
Illinois
$131M +$1.59M +1% 2.88% 62.7% 76
NWMG
6257
National Wealth Management Group
Ohio
$131M +$2.74M +2% 4.97% 54.2% 160
F4L
6258
Fortune 45 LLC
Louisiana
$131M +$9.43M +8% 5.45% 64.3% 26
E3F
6259
Eight 31 Financial
Texas
$131M -$30M -19% 0.03% 92
EFG
6260
Erickson Financial Group
Pennsylvania
$131M +$3.62M +3% 3.25% 55.4% 24
KAM
6261
Kinney Asset Management
Illinois
$131M -$24.6M -16% 9.87% 4
PCMU
6262
Paragon Capital Management (Utah)
Utah
$131M -$2.49M -2% 1.31% 52.6% 81
SWM
6263
StoneCrest Wealth Management
Arizona
$131M +$15.4M +13% 8.59% 60
ACM
6264
Ariose Capital Management
Hong Kong
$131M -$58.9M -31% 5.82% 123% 18
AMAL
6265
Asset Management Advisors LLC
Oklahoma
$131M +$2.21M +2% 0.27% 75.5% 18
EFP
6266
Envision Financial Planning
Tennessee
$131M +$7.06M +6% 0.02% 31
LAM
6267
Lewis Asset Management
California
$131M +$9.46M +8% 7.88% 121
OS
6268
Objectivity Squared
South Carolina
$131M +$17M +15% 0.64% 50
GWM
6269
Guardian Wealth Management
Illinois
$131M +$975K +0.8% 0.45% 78.2% 257
WWC
6270
Waypoint Wealth Counsel
Georgia
$131M +$993K +0.8% 3.95% 98
MLRA
6271
Main Line Retirement Advisors
Montana
$131M +$3.45M +3% 0.48% 36
ZRP
6272
Zynergy Retirement Planning
New Jersey
$131M 0.27% 125
AIFAIM
6273
American Institute for Advanced Investment Management
Arizona
$131M +$4.11M +3% 2.47% 61.7% 134
1IA
6274
1620 Investment Advisors
Massachusetts
$131M +$31M +31% 0.61% 46% 597
WBCM
6275
Wilson & Boucher Capital Management
California
$131M +$3.58M +3% 2.51% 55.9% 112