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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LPP
7201
Life Planning Partners
Florida
$108M -$3.86M -3% 1.95% 61
WA
7202
Wilmar Advisors
Florida
$108M 5.4% 16
RSF
7203
Rik Saylor Financial
Ohio
$108M 1.26% 79
IWM
7204
IMG Wealth Management
Florida
$108M 1.18% 258
RHCA
7205
Rosenthal Henry Capital Advisors
Indiana
$108M +$8.37M +8% 6.83% 38.2% 43
CWM
7206
C2C Wealth Management
Arizona
$108M +$528K +0.5% 0.7% 83.9% 90
AWA
7207
AGH Wealth Advisors
Kansas
$108M 2.88% 113
KC
7208
Kintayl Capital
New York
$108M 2.36% 21
RFM
7209
Ranmore Fund Management
United Kingdom
$108M 4.24% 14
ARA
7210
Alexander Randolph Advisory
Virginia
$108M -$5.12M -5% 0.99% 53
WSA
7211
Warm Springs Advisors
California
$108M 12.7% 50
DKCM
7212
Davidson Kahn Capital Management
California
$108M 4.04% 53
SCM
7213
Sunbeam Capital Management
Georgia
$108M 2.04% 81
WA
7214
WPG Advisers
Maryland
$108M 2.79% 1,456
CAP
7215
Columbia Advisory Partners
Washington
$108M +$1.96M +2% 0.81% 41.7% 73
MWM
7216
Mittelman Wealth Management
Massachusetts
$107M -$68.5M -39% 2.95% 33
AIA
7217
Arrow Investment Advisors
Maryland
$107M +$0 0% 1.63% 29.9% 47
CG
7218
Circumference Group
Arkansas
$107M +$11.8M +12% 14.6% 27
KAM
7219
Karani Asset Management
New York
$107M 0.8% 28
JWM
7220
Jacksonville Wealth Management
Florida
$107M 5.5% 59
CWM
7221
Centricity Wealth Management
Ohio
$107M 0.01% 454
TF
7222
TME Financial
California
$107M 1.8% 65
AFW
7223
Avantra Family Wealth
Pennsylvania
$107M 1.85% 152
PCMN
7224
Paradigm Capital Management (Nevada)
Nevada
$107M +$2.72M +3% 0.26% 60
WFS
7225
WealthGarden F.S.
California
$107M +$4.19M +4% 0.46% 130