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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GFG
2651
GR Financial Group
Arizona
$649M +$57.4M +10% 3.8% 27
JGUA
2652
John G. Ullman & Associates
New York
$648M -$31.3M -5% 1.99% 60.4% 180
HAIM
2653
Hunter Associates Investment Management
Pennsylvania
$648M -$8.69M -1% 1.34% 56.5% 268
CPA
2654
Capital Planning Advisors
California
$648M +$294K +0% 0.05% 61.5% 143
FPGK
2655
Financial Partners Group (Kansas)
Kansas
$648M -$37.6M -5% 4.92% 49.2% 200
SMH
2656
Sanders Morris Harris
Texas
$647M -$22.5M -3% 6.41% 86.5% 311
NEPWA
2657
New England Private Wealth Advisors
Massachusetts
$647M +$15.5M +2% 0.95% 36.3% 155
GGH
2658
GCM Grosvenor Holdings
Illinois
$646M -$52.9M -8% 4.42% 62.9% 22
PS
2659
Portfolio Strategies
New York
$646M -$58.6M -8% 9.91% 99.7% 48
CCMINC
2660
Cardinal Capital Management Inc (North Carolina)
North Carolina
$646M +$8.08M +1% 0.58% 57.4% 132
FRM
2661
Fox Run Management
Connecticut
$646M +$94.9M +17% 5.25% 43.7% 1,295
BWA
2662
BlueSky Wealth Advisors
North Carolina
$645M +$5.53M +0.9% 0.46% 30.2% 75
BT
2663
Brandywine Trust
Delaware
$645M +$10.9M +2% 0.21% 23% 36
FFM
2664
Fairmount Funds Management
Pennsylvania
$645M -$361M -36% 12.5% 1,169% 17
HWM
2665
Hemington Wealth Management
Virginia
$645M +$247M +62% 0.6% 56.2% 1,821
SG
2666
Strid Group
Pennsylvania
$644M +$3.44M +0.5% 1.47% 38% 64
CT
2667
Colonial Trust
South Carolina
$644M -$29.1M -4% 0.62% 64.5% 1,360
TFCP
2668
Twin Focus Capital Partners
Massachusetts
$644M -$32.8M -5% 0.65% 60% 164
CIA
2669
Covington Investment Advisors
Pennsylvania
$643M -$22.9M -3% 3.47% 72.5% 73
IWP
2670
IAG Wealth Partners
Wisconsin
$643M +$76.4M +13% 0.03% 41.1% 543
TSC
2671
Two Seas Capital
New York
$643M -$203M -24% 4.13% 192% 34
CC
2672
Crosslink Capital
California
$643M -$75.9M -11% 2.29% 221% 21
PPWP
2673
Premier Path Wealth Partners
New Jersey
$643M -$13.5M -2% 1.91% 387
FEG
2674
Financial Enhancement Group
Indiana
$640M -$13.7M -2% 1.76% 49.9% 131
IBOK
2675
Independence Bank of Kentucky
Kentucky
$640M -$10.2M -2% 2.4% 61.8% 638