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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PMFA
3101
Plante Moran Financial Advisors
Michigan
$366M +$41.9M +13% 4.21% 55.9% 1,191
PWMG
3102
Prestige Wealth Management Group
New Jersey
$366M +$817K +0.2% 2.57% 47.7% 1,071
TCA
3103
Teewinot Capital Advisers
New York
$365M +$67.2M +23% 12.5% 211% 35
LFA
3104
Legacy Financial Advisors
Kentucky
$365M +$11.2M +3% 5.21% 63.6% 169
CHP
3105
Cable Hill Partners
Oregon
$365M -$2.17M -0.6% 3.94% 20.3% 115
KCMH
3106
Keywise Capital Management (HK)
Hong Kong
$365M +$37.6M +11% 4.5% 877% 30
PFU
3107
Parus Finance (UK)
United Kingdom
$364M +$22M +6% 13.6% 186% 31
NCM
3108
Northside Capital Management
Oregon
$364M +$26.6M +8% 13.7% 104% 99
SXL
3109
Summit X LLC
Missouri
$364M +$24.9M +7% 5.22% 62.9% 283
IP
3110
Intellectus Partners
California
$364M +$30.1M +9% 4.85% 116% 269
ISWM
3111
Independent Solutions Wealth Management
New York
$364M +$43.8M +14% 4.49% 89.7% 199
HCM
3112
Heathbridge Capital Management
Ontario, Canada
$364M +$68.3M +23% 12% 29.9% 26
BIA
3113
Barry Investment Advisors
Massachusetts
$364M +$24.8M +7% 4.4% 31% 121
BCA
3114
Bray Capital Advisors
Florida
$363M +$18.6M +5% 4.99% 36.5% 274
VRM
3115
Vectors Research Management
New York
$363M +$37.5M +12% 4.97% 39.1% 495
CAN
3116
Claraphi Advisory Network
United States
$363M -$4.31M -1% 3.16% 88.3% 341
SCM
3117
Shah Capital Management
North Carolina
$363M +$41.1M +13% 23.3% 231% 7
NC
3118
NBW Capital
Massachusetts
$363M +$33.7M +10% 9.27% 86% 80
RIG
3119
Renaissance Investment Group
Massachusetts
$363M +$22.6M +7% 6.67% 91.8% 84
NB
3120
Nicolet Bankshares
Wisconsin
$362M +$37.9M +12% 9.72% 71.2% 204
LSPW
3121
Lake Street Private Wealth
Illinois
$362M +$15.6M +4% 3.79% 80.4% 209
PCM
3122
Punch Card Management
Florida
$362M +$61.8M +21% 21.1% 59.1% 3
WMG
3123
WESCAP Management Group
California
$362M +$27.6M +8% 4.02% 33.9% 83
GHAM
3124
Gilman Hill Asset Management
Connecticut
$361M +$55.1M +18% 13.7% 38.5% 192
MWA
3125
Martel Wealth Advisors
Washington
$361M +$15.6M +5% 2.46% 35.3% 45