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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SA
3251
Sicart Associates
New York
$321M -$65.2M -17% 11.9% 73% 97
PA
3252
Perennial Advisors
New York
$321M -$55.4M -15% 12.7% 94
TNA
3253
True North Advisors
Texas
$321M -$50.8M -14% 14.7% 95.4% 216
JSA
3254
Jacobson & Schmitt Advisors
Wisconsin
$321M -$63.9M -17% 16.1% 83.7% 66
ISWM
3255
Independent Solutions Wealth Management
New York
$321M -$70.7M -18% 12.6% 89.7% 253
GFG
3256
Greystone Financial Group
Michigan
$321M -$74.9M -19% 9.76% 49.7% 98
WI
3257
WrapManager Inc
California
$320M -$52.6M -14% 11.5% 53.4% 316
NAMP
3258
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$320M -$70.6M -18% 15.5% 63.6% 148
OCM
3259
Orchard Capital Management
Illinois
$320M -$31.5M -9% 21.2% 102% 53
HIP
3260
HUB Investment Partners
Texas
$320M -$45.7M -13% 12.4% 65.4% 191
JHCP
3261
Jackson Hole Capital Partners
Oklahoma
$320M -$27.1M -8% 8.34% 64.5% 255
CPC
3262
Consolidated Planning Corp
Georgia
$320M +$176M +122% 15.4% 72.9% 120
BCP
3263
Bayberry Capital Partners
New York
$320M +$6.63M +2% 9.02% 59.9% 18
WCFA
3264
Walkner Condon Financial Advisors
Wisconsin
$319M -$32.2M -9% 12% 41.7% 230
CBFP
3265
Cedar Brook Financial Partners
Ohio
$319M -$66.1M -17% 13.6% 47% 398
SFP
3266
Sweet Financial Partners
Minnesota
$319M -$54.3M -15% 13.5% 22.3% 185
MMG
3267
Monetary Management Group
Missouri
$319M -$58.5M -16% 13.8% 100% 358
KMC
3268
Kirr Marbach & Co
Indiana
$319M -$52.6M -14% 12.4% 117% 51
PE
3269
Point72 Europe
United Kingdom
$318M +$46.2M +17% 8.2% 70.2% 66
FC
3270
Fulcrum Capital
Washington
$318M -$55.3M -15% 16.5% 94% 84
KA
3271
Kerrisdale Advisers
Florida
$318M -$9.48M -3% 20.8% 41.3% 79
PT
3272
Plimoth Trust
Massachusetts
$317M -$59.4M -16% 12.8% 68.5% 168
AC
3273
Asio Capital
Kentucky
$317M -$38.7M -11% 13.8% 83.3% 132
Legacy Financial Group (Iowa)
3274
Legacy Financial Group (Iowa)
Iowa
$317M -$24.2M -7% 11% 32.5% 46
AVA
3275
Atlas Venture Advisors
Massachusetts
$317M -$148M -32% 30.3% 109% 7