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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SS
2576
Sunbelt Securities
Texas
$556M +$10K +0% 0.78% 73.8% 439
BFG
2577
Berger Financial Group
Minnesota
$555M +$1.78M +0.3% 0.65% 49.4% 210
AP
2578
Adero Partners
California
$555M +$122M +28% 0.01% 27.7% 149
AWMS
2579
Advocacy Wealth Management Services
Georgia
$554M +$14M +3% 0.59% 29.7% 210
EP
2580
Eudaimonia Partners
Tennessee
$554M +$21.3M +4% 0.51% 409
CC
2581
Crosslink Capital
California
$554M -$51.1M -8% 0.2% 221% 21
KFGK
2582
Keystone Financial Group (Kentucky)
Kentucky
$553M +$593K +0.1% 0.23% 301
VNA
2583
Valley National Advisers
Pennsylvania
$553M +$4.87M +0.9% 1.09% 58.8% 981
PC
2584
Permanens Capital
New York
$552M -$4.97M -0.9% 0.55% 60% 113
IP
2585
Isthmus Partners
Wisconsin
$551M -$16.6M -3% 1.64% 54.1% 271
TPC
2586
Tiger Pacific Capital
New York
$551M -$53.4M -9% 16.9% 113% 18
KCM
2587
Kathmere Capital Management
Pennsylvania
$551M +$31.6M +6% 0.89% 41.5% 151
PP
2588
Pegasus Partners
Wisconsin
$551M +$37.7M +7% 0.21% 32.6% 169
AWAG
2589
ARS Wealth Advisors Group
Florida
$551M 0.36% 62.3% 134
SAM
2590
Simplify Asset Management
Nevada
$551M +$123M +29% 0.14% 37.7% 32
YIH
2591
Y-Intercept (HK)
Hong Kong
$550M +$157M +40% 0.8% 25.7% 1,013
MSAM
2592
Moloney Securities Asset Management
Missouri
$550M +$510K +0.1% 0.66% 63.5% 485
RI
2593
RPTC Inc
Wyoming
$550M -$2.39M -0.4% 0.46% 63.6% 5
SMH
2594
Sanders Morris Harris
Texas
$550M +$34.8M +7% 1.06% 86.5% 341
AWM
2595
Avitas Wealth Management
California
$549M -$12.9M -2% 0.82% 56.2% 216
AACP
2596
Advantage Alpha Capital Partners
California
$549M +$29.6M +6% 2.25% 64.5% 141
MG
2597
McCutchen Group
Washington
$548M +$2.71M +0.5% 1.8% 2.54% 24
PG
2598
Proffitt & Goodson
Tennessee
$548M -$2.49M -0.5% 0.79% 37.8% 270
KHLMTHM
2599
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$548M -$17.9M -3% 2.05% 70.7% 84
FPCM
2600
Financial Partners Capital Management
New York
$547M +$2.8M +0.5% 0.8% 34.2% 121