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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ZF
2926
Zhang Financial
Michigan
$182M +$102K +0.1% 2.97% 58.4% 78
SFG
2927
StrategIQ Financial Group
Indiana
$182M +$11.4M +7% 2.66% 12.6% 113
TCOO
2928
Trust Company of Oklahoma
Oklahoma
$182M +$1.9M +1% 1.74% 69.6% 110
EP
2929
Edgestream Partners
New Jersey
$182M +$107M +144% 3.11% 31.6% 139
WKWM
2930
Walter & Keenan Wealth Management
Indiana
$181M +$1.73M +1% 2.58% 70.2% 146
HP
2931
Harbourvest Partners
Massachusetts
$181M -$26.2M -13% 2.47% 154% 23
FG
2932
FSI Group
Ohio
$181M +$17.4M +11% 11.8% 1.01% 65
RWA
2933
River Wealth Advisors
Pennsylvania
$181M +$6.71M +4% 3.56% 69.8% 155
GCM
2934
Gladius Capital Management
Illinois
$181M +$5.85M +3% 3.3% 10.8% 2
UIM
2935
Underhill Investment Management
California
$181M -$4.62M -2% 2.77% 59.7% 22
CAMG
2936
CWA Asset Management Group
Florida
$180M +$16.5M +10% 6.55% 150
CRIM
2937
Castle Ridge Investment Management
Connecticut
$180M +$8.78M +5% 1.09% 53
SCM
2938
Shah Capital Management
North Carolina
$180M +$37.5M +26% 24.8% 231% 19
CPA
2939
Court Place Advisors
Maryland
$180M +$7.3M +4% 2.81% 72.3% 144
CA
2940
Cumberland Advisors
Florida
$180M +$17.2M +11% 6.16% 63.5% 61
CRM
2941
Capital Returns Management
New York
$179M +$19.1M +12% 12.8% 4.39% 18
MFS
2942
McNamara Financial Services
Massachusetts
$179M +$8.49M +5% 3.8% 29.6% 33
PSC
2943
Prentiss Smith & Co
Vermont
$179M +$1.34M +0.8% 3.02% 50.7% 279
IP
2944
InvenTrust Properties
Illinois
$179M -$10.5M -6% 5.29% 7.57% 21
FCMC
2945
Founders Capital Management (Connecticut)
Connecticut
$179M +$1.09M +0.6% 1.49% 78.2% 56
UMA
2946
USA Mutuals Advisors
Texas
$179M +$1.29M +0.7% 4.56% 14.1% 206
FWC
2947
First Washington Corp
Washington
$179M +$4.55M +3% 7.4% 80.4% 87
SA
2948
Strategic Advisors
New York
$178M +$5.15M +3% 2.53% 87.6% 132
FI
2949
FCM Investments
Texas
$178M +$10.1M +6% 5.41% 40% 95
FBT
2950
First Bankers Trust
Kentucky
$178M -$1.5M -0.8% 0.7% 57.6% 128