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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWM
2676
Angeles Wealth Management
California
$528M 4.91% 63% 192
BMM
2677
Buffington Mohr McNeal
Idaho
$528M -$55.8M -10% 6.39% 29.3% 137
AC
2678
Avestar Capital
New York
$528M -$18.3M -3% 3.41% 72.2% 428
SSA
2679
South Street Advisors
New York
$528M -$43M -8% 2.78% 141% 76
BCM
2680
Brasada Capital Management
Texas
$528M +$4.52M +0.9% 4.53% 65.2% 164
NEWAS
2681
N.E.W. Advisory Services
Wisconsin
$528M -$134M -20% 3.6% 41% 161
DA
2682
Dillon & Associates
Michigan
$527M -$46.7M -8% 7.33% 121% 83
CA
2683
Continuum Advisory
Idaho
$526M +$81.9M +18% 2.65% 55.9% 396
IGWM
2684
ICA Group Wealth Management
Colorado
$526M 2.09% 377
SVWAG
2685
Sound View Wealth Advisors Group
Georgia
$526M -$3.11M -0.6% 2.52% 57.4% 299
RBC
2686
Roble Belko & Company
Pennsylvania
$526M -$6.28M -1% 4.44% 41.6% 410
FMC
2687
FTV Management Company
California
$525M -$251M -32% 28.4% 14.1% 2
PRCP
2688
Pacific Ridge Capital Partners
Oregon
$525M -$37M -7% 4.56% 97.5% 130
SRF
2689
Silver Rock Financial
California
$525M -$45.5M -8% 0.66% 17% 255
SWPG
2690
Strategic Wealth Partners Group
Illinois
$525M -$51.7M -9% 5.73% 65
SCM
2691
Silvant Capital Management
Georgia
$525M -$60.2M -10% 5.88% 193% 347
HCC
2692
Hill City Capital
Massachusetts
$524M +$85.5M +19% 8.21% 163% 25
AIA
2693
Arbor Investment Advisors
North Carolina
$524M -$10.9M -2% 4.2% 34.7% 122
FG
2694
Formula Growth
Quebec, Canada
$523M -$39.5M -7% 11.3% 81.3% 156
NTCM
2695
Nut Tree Capital Management
New York
$523M +$6.26M +1% 5.11% 41.6% 13
NFT
2696
Nan Fung Trinity
Hong Kong
$523M +$63.4M +14% 7.6% 32.3% 33
HL
2697
HeadInvest LLC
Maine
$523M -$40.4M -7% 4.25% 53.3% 238
IIA
2698
IPG Investment Advisors
California
$523M -$29.5M -5% 9.25% 83.7% 233
HT
2699
Hefren-Tillotson
Pennsylvania
$523M -$33.7M -6% 5.13% 40% 13
ZAM
2700
Zevin Asset Management
Massachusetts
$522M -$32.7M -6% 4.12% 71.3% 98