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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FFWA
2676
FRG Family Wealth Advisors
Washington
$527M +$35.7M +7% 6.13% 82.7% 138
CA
2677
Calton & Associates
Florida
$526M +$12.7M +2% 6.01% 51.2% 434
SFP
2678
Shepherd Financial Partners
Massachusetts
$526M +$74.1M +16% 7.25% 59.8% 151
HL
2679
HeadInvest LLC
Maine
$526M +$35.8M +7% 7% 53.3% 228
NEPWA
2680
New England Private Wealth Advisors
Massachusetts
$526M -$53.6M -9% 9.44% 36.3% 109
AWP
2681
Ascent Wealth Partners
New York
$524M +$63.6M +14% 7.73% 76.4% 148
BC
2682
Bruce & Co
Illinois
$524M -$10.2M -2% 2.47% 23.4% 36
MS
2683
Mizuho Securities
Japan
$523M +$40.3M +8% 1.11% 192% 214
CCT
2684
Chemung Canal Trust
New York
$523M +$24.4M +5% 6.94% 60.5% 121
BCM
2685
Barometer Capital Management
Ontario, Canada
$523M -$80.1M -13% 14.5% 265% 208
DWP
2686
Destiny Wealth Partners
Florida
$523M +$43.3M +9% 4.74% 52.9% 558
RB
2687
Rodgers Brothers
Pennsylvania
$522M +$38.8M +8% 5.27% 52% 207
FFIC
2688
First Fiduciary Investment Counsel
Ohio
$522M -$2.44M -0.5% 5.52% 48.8% 67
CM
2689
Cartica Management
District of Columbia
$522M +$148M +40% 11.1% 92.9% 14
ECM
2690
Exchange Capital Management
Michigan
$521M +$38.4M +8% 6.84% 57.8% 164
KW
2691
KWB Wealth
California
$521M -$2.19M -0.4% 5.01% 38.4% 85
MBT
2692
Montecito Bank & Trust
California
$521M +$39M +8% 6.81% 30.7% 257
HCP
2693
Holt Capital Partners
Texas
$521M +$34.1M +7% 6.39% 50% 158
CF
2694
Clarity Financial
Texas
$521M +$27.3M +6% 7.02% 93.4% 153
KCM
2695
Kathmere Capital Management
Pennsylvania
$520M +$14.2M +3% 4.17% 41.5% 135
PI
2696
Parkside Investments
Illinois
$520M +$39.2M +8% 5.35% 41.9% 93
IMOV
2697
Investment Management of Virginia
Virginia
$520M +$23.2M +5% 5.81% 93.5% 166
MFS
2698
Mirabella Financial Services
United Kingdom
$520M +$200M +63% 5.99% 90.3% 434
AC
2699
Avestar Capital
New York
$520M +$71.3M +16% 6.07% 72.2% 409
SAF
2700
Smith Anglin Financial
Texas
$519M +$56.7M +12% 5.86% 52.7% 150