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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIS
2726
American Investment Services
Massachusetts
$297M +$7.14M +2% 4.19% 48% 119
F
2727
Filament
Washington
$297M +$6.76M +2% 0.16% 46.9% 52
LGWM
2728
Litman Gregory Wealth Management
California
$297M +$42.6M +17% 1.6% 41.2% 113
WA
2729
WealthTrust Axiom
Pennsylvania
$296M +$13.1M +5% 5.99% 78% 244
LA
2730
Lynch & Associates
Indiana
$296M +$20.2M +7% 7.59% 52.2% 100
IFWM
2731
Institute for Wealth Management
Colorado
$296M -$17.4M -6% 6.37% 123% 217
HFA
2732
High Falls Advisors
New York
$296M +$5.07M +2% 3.19% 43.7% 98
CA
2733
Cambridge Advisors
Nebraska
$296M +$13.3M +5% 5.52% 43.3% 148
KHCM
2734
Kettle Hill Capital Management
New York
$296M +$33.7M +13% 4.86% 31.3% 50
IIM
2735
Ipswich Investment Management
Massachusetts
$296M +$78.2M +36% 7.82% 70.4% 168
AMG
2736
Asset Management Group
Connecticut
$295M +$9.01M +3% 4.17% 42.4% 109
HFM
2737
Hartford Financial Management
Connecticut
$295M +$14.5M +5% 7.34% 58.6% 432
BCB
2738
Brian C. Broderick
$295M +$21.3M +8% 9.21% 70.7% 86
PC
2739
Permanens Capital
New York
$294M +$30.4M +12% 6.11% 60% 13
VVM
2740
Versant Venture Management
California
$294M -$26.5M -8% 14.6% 73.9% 10
GC
2741
Gibson Capital
Pennsylvania
$294M +$12.2M +4% 3.81% 45.9% 38
FWM
2742
Focused Wealth Management
New York
$293M +$5.1M +2% 3.89% 58.2% 733
GBBWRPM
2743
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$293M +$15.9M +6% 4.4% 28% 440
CCB
2744
Cutter & Co Brokerage
Missouri
$293M +$33.9M +13% 5.29% 40.4% 297
CFSG
2745
Community Financial Services Group
Vermont
$293M +$13.6M +5% 6.57% 100
SLT
2746
St Louis Trust
Missouri
$293M -$6.72M -2% 5.28% 51.4% 95
RTS
2747
Round Table Services
New Jersey
$292M -$4.16M -1% 4.32% 16.1% 158
CC
2748
Carbonado Capital
New York
$292M -$127M -30% 0.05% 61.2% 17
CIA
2749
Capital Impact Advisors
Massachusetts
$292M +$21.1M +8% 11.2% 126
FA
2750
FCG Advisors
New Jersey
$291M +$14.9M +5% 5.18% 19.7% 145