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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFS
3076
Security Financial Services
Indiana
$504M +$12.6M +3% 1.35% 47.4% 178
PGAM
3077
Princeton Global Asset Management
New Jersey
$504M -$31.1M -6% 2% 82.3% 678
NCM
3078
Noesis Capital Mangement
Florida
$503M -$21.2M -4% 3.85% 91% 131
NWM
3079
Northwest Wealth Management
Iowa
$502M +$30.3M +6% 0.47% 46.3% 191
LWM
3080
LJI Wealth Management
Indiana
$502M -$5.58M -1% 4.12% 188
MWA
3081
Martel Wealth Advisors
Washington
$502M -$10.1M -2% 1.1% 35.3% 72
MIC
3082
Maxi Investments CY
Cyprus
$502M -$16.5M -3% 8.93% 62.4% 178
ACM
3083
Armbruster Capital Management
New York
$501M +$9.24M +2% 1.17% 44.3% 135
SFPM
3084
Sensible Financial Planning & Management
Massachusetts
$501M +$18.6M +4% 0.48% 14.1% 30
BCM
3085
Brasada Capital Management
Texas
$501M -$62.2M -11% 0.59% 65.2% 155
PA
3086
Perennial Advisors
New York
$501M +$41.4M +9% 1.02% 114
SIC
3087
SFE Investment Counsel
California
$501M +$29.6M +6% 3.74% 82.4% 145
HG
3088
Harbor Group
New Hampshire
$500M +$55.4M +12% 1.76% 44.1% 104
TF
3089
TLWM Financial
Texas
$500M -$8.09M -2% 2.21% 42.1% 74
GWMIA
3090
Global Wealth Management Investment Advisory
Florida
$500M +$14.9M +3% 0.15% 58.2% 153
PWM
3091
PBMares Wealth Management
Virginia
$500M +$10.2M +2% 0.6% 50.9% 202
RR
3092
Robotti Robert
$499M -$70.7M -12% 8.01% 151% 68
AWM
3093
Austin Wealth Management
Texas
$499M +$16.6M +3% 0.38% 132
WAM
3094
Wilsey Asset Management
California
$499M -$40.5M -8% 3.89% 58.6% 25
TAM
3095
Third Avenue Management
New York
$499M -$18.1M -4% 0.4% 77.9% 62
NB
3096
Nicolet Bankshares
Wisconsin
$498M +$74.2M +18% 0.8% 71.2% 200
GA
3097
GFS Advisors
Texas
$498M -$160M -24% 1.62% 66.3% 157
RI
3098
RPTC Inc
Wyoming
$498M +$7.03M +1% 3.23% 63.6% 7
PIFP
3099
Partners in Financial Planning
Virginia
$498M +$7.38M +2% 0.49% 30.1% 109
KGAMU
3100
KPS Global Asset Management (UK)
United Kingdom
$497M +$3.18M +0.6% 3.06% 1,074% 4