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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BWA
2551
BDO Wealth Advisors
Florida
$291M -$18.8M -6% 9.85% 38.3% 667
FPFS
2552
First Personal Financial Services
North Carolina
$290M -$26.7M -8% 8.46% 31.5% 719
EPM
2553
Elm Partners Management
Pennsylvania
$290M 6.57% 33.3% 31
CAM
2554
Cozad Asset Management
Illinois
$290M -$52.2M -15% 12.6% 89.3% 255
MBT
2555
Montecito Bank & Trust
California
$289M -$45.6M -14% 12% 30.7% 209
CDIA
2556
Capital Directions Investment Advisors
Georgia
$289M -$40.5M -12% 14.8% 7.53% 182
QFA
2557
Quattro Financial Advisors
Texas
$289M +$13.9M +5% 8.45% 61.1% 98
RCIM
2558
Red Cedar Investment Management
Michigan
$289M -$49.5M -15% 8.53% 55.9% 27
SFG
2559
StrategIQ Financial Group
Indiana
$289M -$26.9M -9% 9.82% 12.6% 191
AI
2560
ArchPoint Investors
Florida
$288M -$79.6M -22% 15.1% 78.9% 149
LHC
2561
Lodge Hill Capital
New York
$288M -$114M -28% 15.7% 13.8% 37
TAS
2562
TIFF Advisory Services
Pennsylvania
$288M +$102M +55% 15.6% 77.7% 11
DWM
2563
Dorchester Wealth Management
Quebec, Canada
$287M -$34.7M -11% 12.8% 18.3% 130
PMFA
2564
Plante Moran Financial Advisors
Michigan
$287M -$19.7M -6% 9.05% 55.9% 1,010
BS
2565
Boenning & Scattergood
Pennsylvania
$287M -$28.1M -9% 11.3% 34.6% 291
AWE
2566
Avidian Wealth Enterprises
Texas
$286M -$33.2M -10% 12.8% 47.9% 127
MAM
2567
Mark Asset Management
New York
$286M -$50.2M -15% 12.8% 243% 57
SMG
2568
Spectrum Management Group
Indiana
$286M -$30.1M -10% 11.1% 44% 250
LIM
2569
Lathrop Investment Management
Arkansas
$286M -$101M -26% 15.2% 72.1% 77
BCM
2570
Buckhead Capital Management
Georgia
$285M -$40.7M -12% 10.3% 58.8% 95
CWM
2571
Cranbrook Wealth Management
Michigan
$285M +$49K +0% 13% 38% 272
ACP
2572
Aviance Capital Partners
Florida
$285M -$130M -31% 15.2% 81.3% 221
GKWIM
2573
Gerber Kawasaki Wealth & Investment Management
California
$284M -$83.1M -23% 14.3% 92.7% 129
AA
2574
Apriem Advisors
California
$284M -$172M -38% 11.9% 62.4% 170
FIA
2575
FNY Investment Advisers
New York
$284M -$141M -33% 1.8% 179% 1,193