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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IIC
2726
Ironwood Investment Counsel
Arizona
$254M -$38.1M -13% 19.3% 58.5% 185
MC
2727
Matisse Capital
Oregon
$254M +$113M +80% 27.7% 44.4% 204
HSCU
2728
Half Sky Capital (UK)
United Kingdom
$254M +$70.8M +39% 19.7% 13% 12
FAM
2729
Formidable Asset Management
Ohio
$254M -$63.2M -20% 14.5% 55.9% 297
RSVP
2730
Ramsay Stattman Vela & Price
Colorado
$254M -$58.7M -19% 17.9% 64.6% 62
AI
2731
ArchPoint Investors
Florida
$254M -$73.4M -22% 18.8% 78.9% 155
IWP
2732
Icon Wealth Partners
Texas
$254M -$62.5M -20% 17.5% 191
SGH
2733
Sivik Global Healthcare
Connecticut
$253M -$15.1M -6% 11.2% 45.3% 60
GBT
2734
Grove Bank & Trust
Florida
$253M -$79.4M -24% 19.4% 57.3% 189
PWPCM
2735
Perella Weinberg Partners Capital Management
New York
$253M -$88.5M -26% 15.2% 1.52% 31
CAC
2736
Certified Advisory Corp
Florida
$253M -$59.9M -19% 17.7% 46.1% 884
JPC
2737
Jabodon PT Co
Nevada
$253M +$112M +80% 14.6% 41.4% 29
PGM
2738
Parian Global Management
New York
$253M -$31.5M -11% 8.73% 44.7% 61
BCB
2739
Brian C. Broderick
$253M -$55.9M -18% 14.6% 70.7% 86
TM
2740
Tikvah Management
North Carolina
$253M -$134M -35% 11.7% 94.5% 18
TW
2741
TrinityPoint Wealth
Connecticut
$252M -$43.8M -15% 14.6% 28.5% 227
BAM
2742
Bruderman Asset Management
New York
$252M -$67.8M -21% 9.77% 31.7% 108
OWM
2743
Orgel Wealth Management
Wisconsin
$252M -$112M -31% 11% 22.4% 56
OSNBOA
2744
Old Second National Bank of Aurora
Illinois
$252M -$80.8M -24% 19.2% 76.9% 372
UF
2745
Univest Financial
Pennsylvania
$252M +$15.9M +7% 21.4% 60.4% 142
AMCA
2746
Arthur M. Cohen & Associates
Illinois
$252M -$73.3M -23% 13.4% 113% 126
WKWM
2747
Walter & Keenan Wealth Management
Indiana
$252M -$7.95M -3% 13.4% 70.2% 206
MC
2748
Minot Capital
Colorado
$252M -$12M -5% 24.6% 19.6% 15
FA
2749
Fagan Associates
New York
$252M -$56.5M -18% 14.6% 91.2% 121
FCMC
2750
Founders Capital Management (Connecticut)
Connecticut
$252M -$51.5M -17% 16.7% 78.2% 63