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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JFGLC
3251
Johnson Financial Group LLC (Colorado)
Colorado
$256M -$20.5M -7% 6.28% 48.5% 27
SIA
3252
Sovereign Investment Advisors
Arizona
$255M +$35.2M +16% 1.37% 33.2% 31
FAN
3253
Financial Advisors Network
California
$255M +$10.1M +4% 4.34% 113
RCA
3254
Rowland Carmichael Advisors
Arizona
$255M +$19.9M +8% 7.51% 39.1% 374
WFA
3255
Wellspring Financial Advisors
Ohio
$255M +$13M +5% 7.23% 53.1% 91
CBFP
3256
Cedar Brook Financial Partners
Ohio
$255M +$30.4M +14% 9.17% 47% 310
TC
3257
TAP Consulting
Missouri
$254M +$51.3M +25% 6.21% 3.06% 130
S
3258
Surevest
California
$254M +$28.4M +13% 9.6% 24.6% 86
SAG
3259
Spotlight Asset Group
Illinois
$254M +$15.6M +7% 7.33% 163
MCCP
3260
Mission Creek Capital Partners
California
$254M +$63.3M +33% 8.04% 118% 207
DCC
3261
Dow Chemical Company
Michigan
$254M -$134M -35% 4.98% 58.3% 8
WCM
3262
Weld Capital Management
New York
$254M -$1.46M -0.6% 7.02% 729
TA
3263
TRB Advisors
New York
$253M +$50.7M +25% 10.6% 76.3% 12
PIM
3264
Progressive Investment Management
Oregon
$253M +$23.6M +10% 12.3% 99.5% 36
RCP
3265
Rothschild Capital Partners
New York
$253M +$12.9M +5% 8.85% 77.7% 39
NQWM
3266
Northwest Quadrant Wealth Management
Oregon
$252M +$15M +6% 5.24% 34.1% 60
WKWM
3267
Walter & Keenan Wealth Management
Indiana
$252M +$5.74M +2% 7.23% 70.2% 146
CBTWT
3268
Community Bank & Trust (Waco, Texas)
Texas
$252M +$13.1M +5% 8.9% 65.7% 125
SB
3269
Sunflower Bank
Texas
$252M +$121K +0% 5.05% 23% 108
RGIA
3270
Rainier Group Investment Advisory
Washington
$252M +$20.7M +9% 7.9% 41.4% 74
AWM
3271
Arbor Wealth Management
Florida
$252M +$37.6M +18% 14.2% 100% 43
FCM
3272
Firsthand Capital Management
California
$252M +$33.2M +15% 28.1% 107% 53
CAM
3273
Capco Asset Management
Florida
$252M +$18.7M +8% 11.4% 94.6% 23
OWA
3274
Outlook Wealth Advisors
Texas
$252M +$15.6M +7% 6.92% 51.2% 178
FA
3275
FMA Advisory
Pennsylvania
$251M +$28.4M +13% 6.72% 46.7% 164