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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFPM
3226
Sensible Financial Planning & Management
Massachusetts
$482M -$24M -5% 2.46% 14.1% 53
CCP
3227
Clifford Capital Partners
Utah
$482M -$19.8M -4% 0.66% 47.2% 59
AWM
3228
Austin Wealth Management
Texas
$482M +$26.8M +6% 1.88% 123
MWM
3229
MinichMacGregor Wealth Management
New York
$482M +$15.1M +3% 0.56% 83.1% 130
BWS
3230
Buck Wealth Strategies
Colorado
$481M +$163M +51% 0.6% 81
FMN
3231
Financial Management Network
California
$481M +$2.98M +0.6% 0.29% 54.9% 182
PWMG
3232
Prestige Wealth Management Group
New Jersey
$481M -$1.5M -0.3% 0.31% 47.7% 1,075
ISB
3233
Iowa State Bank
Iowa
$481M -$5.71M -1% 0.98% 59.6% 112
CCM
3234
CloudAlpha Capital Management
Hong Kong
$481M -$236M -33% 9.32% 229% 54
HA
3235
Harfst & Associates
Wyoming
$480M +$34.8M +8% 10.9% 80.6% 98
UW
3236
Unique Wealth
Florida
$480M +$43M +10% 1.03% 148
BPC
3237
Bearing Point Capital
Minnesota
$480M 2.14% 162
CCT
3238
Chemung Canal Trust
New York
$480M -$14.8M -3% 1.17% 60.5% 125
SC
3239
Schoolcraft Capital
Colorado
$479M -$13.3M -3% 2.42% 39.3% 69
FNBTCON
3240
First National Bank & Trust Co of Newtown
Pennsylvania
$479M -$42.9M -8% 0.84% 42.3% 140
BC
3241
Bricktown Capital
Michigan
$479M -$58M -11% 1.94% 28
HBCM
3242
Heron Bay Capital Management
Michigan
$479M +$3.22M +0.7% 6.76% 72% 130
TPW
3243
Talon Private Wealth
Florida
$479M +$3.29M +0.7% 1.21% 354
RP
3244
Rowlandmiller & Partners
Georgia
$479M -$13.8M -3% 0.62% 54.2% 193
TAIM
3245
Te Ahumairangi Investment Management
New Zealand
$478M -$85.7M -15% 1.22% 55% 84
CAC
3246
Core Alternative Capital
Georgia
$478M -$38.9M -8% 1.42% 54.6% 370
SIA
3247
SeaBridge Investment Advisors
New Jersey
$478M +$69.4M +17% 2.2% 72.8% 211
MAM
3248
Marotta Asset Management
Virginia
$478M -$31.4M -6% 4.28% 114
FC
3249
Fulcrum Capital
Washington
$478M +$18.5M +4% 1.79% 94% 116
IF
3250
Ironwood Financial
Arizona
$477M +$821K +0.2% 0.87% 43.9% 159