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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFGIA
2701
Patriot Financial Group Insurance Agency
Massachusetts
$482M -$47.9M -9% 3.48% 63.4% 496
TWM
2702
Tanager Wealth Management
United Kingdom
$482M +$20.1M +4% 3.12% 34.4% 88
DAC
2703
Dividend Assets Capital
South Carolina
$482M -$4.05M -0.8% 0.88% 62% 541
PSCM
2704
Per Stirling Capital Management
Texas
$482M -$9.6M -2% 3.02% 208
TIS
2705
Tortoise Index Solutions
Kansas
$481M -$8.74M -2% 0.63% 52.2% 67
MCM
2706
Mengis Capital Management
Oregon
$481M -$20M -4% 2.87% 67.7% 170
WEG
2707
World Equity Group
Illinois
$481M +$142M +42% 3.37% 76.2% 386
MWP
2708
Meridian Wealth Partners
Pennsylvania
$480M -$6.78M -1% 3.29% 41% 101
JBA
2709
Johnson Bixby & Associates
Washington
$480M -$2.54M -0.5% 3.59% 34.3% 103
NEPWA
2710
New England Private Wealth Advisors
Massachusetts
$480M -$15.4M -3% 4.28% 36.3% 117
CPA
2711
Capital Planning Advisors
California
$479M -$14M -3% 2.25% 61.5% 131
PCM
2712
Philosophy Capital Management
California
$479M +$31.5M +7% 2.88% 22.9% 35
GA
2713
Goldstein Advisors
Wisconsin
$479M +$1.64M +0.3% 3.2% 180
HAS
2714
HBW Advisory Services
California
$479M +$18M +4% 3.45% 44.4% 344
SG
2715
Strid Group
Pennsylvania
$478M -$8.15M -2% 2.87% 38% 48
TWP
2716
TFO Wealth Partners
Ohio
$478M +$4.34M +0.9% 4.3% 49.6% 1,110
AG
2717
Alibaba Group
Hong Kong
$478M -$28.1M -6% 0.34% 11.5% 9
ANB
2718
Amarillo National Bank
Texas
$478M -$37.8M -7% 3.79% 46.4% 102
BEC
2719
Blue Edge Capital
Virginia
$477M -$19.3M -4% 3.18% 53.2% 103
AACP
2720
Advantage Alpha Capital Partners
California
$476M -$24.1M -5% 3.46% 64.5% 97
MWM
2721
Madison Wealth Management
Ohio
$476M -$18.5M -4% 2.57% 34.9% 158
IIC
2722
Ironwood Investment Counsel
Arizona
$475M +$30.6M +7% 4.94% 58.5% 259
KWMG
2723
King Wealth Management Group
Florida
$474M -$20.4M -4% 3.16% 82.6% 153
MFT
2724
Moisand Fitzgerald Tamayo
Florida
$474M -$15.5M -3% 3.35% 35.1% 831
SL
2725
Sentry LLC
Tennessee
$474M +$14M +3% 4.25% 125