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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWA
2626
Sax Wealth Advisors
New Jersey
$508M +$5.67M +1% 3.2% 50.2% 190
SA
2627
Strategic Advisors
New York
$507M -$17.7M -3% 2.56% 87.6% 205
SIM
2628
Sherborne Investors Management
New York
$507M -$40.1M -7% 7.32% 1
GA
2629
GuoLine Advisory
Singapore
$507M -$439K -0.1% 3.41% 13
CWS
2630
Confluence Wealth Services
Pennsylvania
$507M +$34.9M +7% 2.85% 62.1% 274
KC
2631
Kadensa Capital
Hong Kong
$507M -$61.3M -11% 2.55% 112% 33
PAG
2632
Private Advisory Group
Washington
$506M +$1.2M +0.2% 2.47% 139% 226
PCS
2633
Personal CFO Solutions
New Jersey
$506M +$13.2M +3% 1.56% 69.7% 506
MWA
2634
Monograph Wealth Advisors
California
$506M +$39.8M +9% 3.11% 58.4% 133
BBNA
2635
Bremer Bank National Association
Minnesota
$506M -$19M -4% 2.86% 37.4% 201
IR
2636
IAT Reinsurance
New York
$505M -$12.8M -2% 1.71% 1.09% 87
WIA
2637
World Investment Advisors
California
$505M -$12.2M -2% 3.27% 54.9% 286
NA
2638
Nordwand Advisors
Pennsylvania
$505M -$78.7M -13% 4.32% 130
PSP
2639
Principal Street Partners
Tennessee
$505M +$84M +20% 5.47% 65.5% 236
SAM
2640
Synergy Asset Management
Washington
$504M +$100M +25% 2.76% 64.5% 158
BC
2641
Bricktown Capital
Michigan
$504M -$286M -36% 3.88% 24
GWWM
2642
Great Waters Wealth Management
Minnesota
$504M +$812K +0.2% 3.44% 97
MWM
2643
Marietta Wealth Management
Georgia
$503M -$27.3M -5% 2.59% 83.6% 110
RBCM
2644
Raub Brock Capital Management
California
$503M -$29.6M -6% 0.99% 62.2% 67
RCM
2645
Radnor Capital Management
Pennsylvania
$503M +$269M +115% 2.72% 58.3% 306
GGH
2646
GCM Grosvenor Holdings
Illinois
$502M +$271M +117% 13.4% 62.9% 22
TW
2647
TrinityPoint Wealth
Connecticut
$502M -$10.3M -2% 2.7% 28.5% 301
ACS
2648
Archford Capital Strategies
Illinois
$500M -$27.5M -5% 3.36% 57.7% 283
LFA
2649
Legacy Financial Advisors
Kentucky
$500M -$35.8M -7% 3.34% 63.6% 282
MFWP
2650
Mosaic Family Wealth Partners
Missouri
$499M -$9.66M -2% 3.36% 187