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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DCM
2701
Divisar Capital Management
California
$305M +$2.36M +0.8% 13.3% 40.7% 30
IAA
2702
Ironsides Asset Advisors
North Carolina
$305M +$29.8M +11% 13.5% 48.9% 102
GP
2703
Greenline Partners
New York
$305M -$13.9M -4% 11.9% 42.5% 73
OAM
2704
Ostrum Asset Management
France
$305M +$50.4M +20% 18.3% 164
UF
2705
Univest Financial
Pennsylvania
$305M +$33.7M +12% 12% 60.4% 120
MIG
2706
McGuire Investment Group
Rhode Island
$305M +$40.6M +15% 16.4% 103% 92
OIA
2707
Optimum Investment Advisors
Illinois
$305M +$13.9M +5% 13.4% 92.1% 1,056
AWC
2708
Abundance Wealth Counselors
Pennsylvania
$305M +$32.3M +12% 11.1% 97.8% 29
GAG
2709
GM Advisory Group
New York
$304M +$35.5M +13% 9.04% 50.3% 112
PFS
2710
Prospera Financial Services
Texas
$304M -$192M -39% 12.6% 69.4% 474
HDIM
2711
Hanson & Doremus Investment Management
Vermont
$304M +$27.1M +10% 11.7% 52.1% 486
VVM
2712
Versant Venture Management
California
$304M +$102M +50% 53.9% 73.9% 10
DWM
2713
Darwin Wealth Management
Florida
$304M +$160M +112% 10.7% 46.1% 147
CDIA
2714
Capital Directions Investment Advisors
Georgia
$303M +$14.3M +5% 11.9% 7.53% 122
WI
2715
WrapManager Inc
California
$303M +$21.1M +7% 10.9% 53.4% 295
LCM
2716
Legato Capital Management
California
$303M -$186M -38% 2.52% 149% 189
GFA
2717
Gifford Fong Associates
California
$303M +$37.9M +14% 14.6% 147% 119
FA
2718
FCG Advisors
New Jersey
$302M +$39.8M +15% 12.8% 19.7% 150
CHP
2719
Cable Hill Partners
Oregon
$302M +$51.1M +20% 8.77% 20.3% 864
LA
2720
Lynch & Associates
Indiana
$302M +$33.7M +13% 11.5% 52.2% 96
ML
2721
McAdam LLC
Pennsylvania
$301M +$48.1M +19% 10.2% 45.3% 74
FBC
2722
Fairfield, Bush & Co
Connecticut
$301M +$10.6M +4% 13% 102% 157
TM
2723
Tikvah Management
North Carolina
$301M +$19.4M +7% 13% 94.5% 20
DWA
2724
Divergent Wealth Advisors
Utah
$301M +$31.1M +12% 9.02% 14.7% 45
PT
2725
Plimoth Trust
Massachusetts
$301M +$29.4M +11% 11.1% 68.5% 186