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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AC
3076
Asio Capital
Kentucky
$471M +$42.9M +10% 12.3% 83.3% 104
AAM
3077
Austin Asset Management
Texas
$471M +$91.1M +24% 17.7% 70.1% 64
PWA
3078
Peterson Wealth Advisors
Utah
$471M +$49.4M +12% 6.32% 40% 69
GXJ
3079
Global X Japan
Japan
$470M +$294M +167% 15.6% – 276
ACM
3080
Armbruster Capital Management
New York
$470M +$30.9M +7% 8.06% 44.3% 107
JWM
3081
Janiczek Wealth Management
Colorado
$470M +$55.6M +13% 7.25% 16.4% 1,178
CRB
3082
Chad R. Baker
$470M +$25.2M +6% 6.29% 87.2% 54
SWP
3083
Summit Wealth Partners
Florida
$469M +$38.3M +9% 6.3% 37.4% 228
LAS
3084
Lloyd Advisory Services
Georgia
$469M +$258M +122% 5.34% – 191
BCB
3085
Brian C. Broderick
$468M +$67.5M +17% 11.1% 70.7% 86
POEH
3086
Post Oak Energy Holdings
Texas
$468M +$97.9M +26% 26.8% – 3
SPA
3087
Sentinel Pension Advisors
Massachusetts
$468M +$47.2M +11% 5.08% 36.1% 112
MFS
3088
McNamara Financial Services
Massachusetts
$467M +$20.4M +5% 4.39% 29.6% 70
SAM
3089
Strategy Asset Managers
California
$467M +$45.2M +11% 11.4% 81.8% 257
CICC
3090
Capital Investment Counsel (Colorado)
Colorado
$466M +$201M +76% 7.46% – 135
TCA
3091
Troluce Capital Advisors
Puerto Rico
$466M +$226M +94% 5.15% – 82
4WM
3092
49 Wealth Management
Texas
$466M +$77.3M +20% 4.74% – 140
WFA
3093
West Financial Advisors
Iowa
$466M +$27.5M +6% 5.27% 35.3% 168
SAM
3094
Summit Asset Management
Tennessee
$466M +$48.1M +12% 7.48% 44.9% 162
BBPWM
3095
Blue Bell Private Wealth Management
Pennsylvania
$466M +$47.8M +11% 8.09% 52.3% 758
IWP
3096
IAG Wealth Partners
Wisconsin
$466M +$27.3M +6% 6.63% 41.1% 483
LSC
3097
Logan Stone Capital
Illinois
$465M -$29M -6% 4.98% 40.9% 182
TC
3098
Torno Capital
Massachusetts
$465M +$368M +379% 4.02% – 263
TPA
3099
Trivium Point Advisory
Connecticut
$465M +$52.3M +13% 11.7% 91.4% 234
NRD
3100
Nebula Research & Development
New York
$464M +$133M +40% 4.65% – 1,048
122 123
124
125 126