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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HIGP
2501
Hill Investment Group Partners
Missouri
$719M -$23.8M -3% 6.31% 33.5% 71
NW
2502
Naviter Wealth
Arkansas
$718M +$48.6M +7% 4.22% 58.7% 251
SFA
2503
Souders Financial Advisors
Ohio
$718M +$54.6M +8% 6.71% 49.3% 180
AWP
2504
Ascent Wealth Partners
New York
$718M +$34.7M +5% 7.05% 76.4% 168
TPA
2505
Trivium Point Advisory
Connecticut
$718M +$46.4M +7% 6.41% 91.4% 350
WAM
2506
Wallington Asset Management
Indiana
$718M +$63.4M +10% 6.14% 58.6% 99
CCM
2507
CloudAlpha Capital Management
Hong Kong
$717M +$13.9M +2% 5.41% 229% 48
PFBT
2508
Parkside Financial Bank & Trust
Missouri
$716M +$79.7M +13% 6.91% 66.8% 2,156
PCS
2509
Personal CFO Solutions
New Jersey
$716M +$64.9M +10% 7.13% 69.7% 598
IWA
2510
Inspirion Wealth Advisors
Illinois
$715M +$61.4M +9% 6.35% 43.2% 156
TIP
2511
Torray Investment Partners
Maryland
$715M +$45.2M +7% 6.24% 74% 107
APC
2512
Alta Park Capital
California
$714M -$48.8M -6% 10.8% 433% 42
SLG
2513
Stanley-Laman Group
Pennsylvania
$713M +$16.7M +2% 1.48% 60.5% 308
NI
2514
Nextech Invest
Switzerland
$712M +$118M +20% 18.2% 164% 15
SGCA
2515
Steel Grove Capital Advisors
Tennessee
$712M -$12.2M -2% 5.3% 76.8% 192
LP
2516
LGL Partners
Pennsylvania
$712M +$27.9M +4% 5.37% 56.7% 124
AWM
2517
Avitas Wealth Management
California
$711M +$28.6M +4% 5.97% 56.2% 209
TS
2518
Tamar Securities
California
$711M +$94.6M +15% 5.77% 77.5% 76
NPCM
2519
North Peak Capital Management
New York
$711M -$140M -16% 1.97% 83.4% 10
FAM
2520
Flaharty Asset Management
Florida
$711M +$34.4M +5% 4.77% 26.5% 450
ITP
2521
Iron Triangle Partners
Connecticut
$711M -$243M -25% 10.2% 134% 37
SLT
2522
St Louis Trust
Missouri
$711M +$56.7M +9% 7.34% 51.4% 125
DA
2523
Dillon & Associates
Michigan
$711M +$22.8M +3% 4.61% 121% 85
MIG
2524
McGuire Investment Group
Rhode Island
$710M +$12.7M +2% 2.42% 103% 116
PC
2525
Pier Capital
Connecticut
$710M +$37.4M +6% 9.6% 155% 143