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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SF
3251
Symphony Financial
Texas
$429M -$35.8M -8% 10% 67.4% 212
GPWA
3252
Great Point Wealth Advisors
Massachusetts
$429M +$44.4M +12% 6.37% 13.5% 65
NC
3253
Nekton Capital
United Kingdom
$429M -$6.47M -1% 6.64% 19% 21
VW
3254
Vantage Wealth
California
$429M -$25.9M -6% 6.17% 48.7% 43
TWM
3255
TMD Wealth Management
Arizona
$429M +$44.9M +12% 4.64% 2.39% 62
DWM
3256
Dechtman Wealth Management
Colorado
$429M +$48.4M +13% 8.89% 64
NHT
3257
New Hampshire Trust
New Hampshire
$428M +$11.8M +3% 9.52% 180
IRC
3258
Investors Research Corp
Georgia
$428M +$13.4M +3% 7.15% 45.5% 1,112
RRWA
3259
Rainey & Randall Wealth Advisors
Florida
$428M +$35.5M +9% 5.5% 33.3% 54
CC
3260
Conversant Capital
New Jersey
$427M +$194M +83% 62.8% 106% 20
IIM
3261
Ipswich Investment Management
Massachusetts
$427M +$31.4M +8% 10.2% 70.4% 197
HWM
3262
Hohimer Wealth Management
Washington
$427M +$32.3M +8% 8.26% 81.8% 246
PCTC
3263
Perkins Coie Trust Company
Washington
$427M +$30.6M +8% 7.54% 60.9% 300
BRA
3264
Bender Robert & Associates
California
$427M +$29.9M +8% 17.1% 50
CFO
3265
Callan Family Office
Pennsylvania
$427M +$21.6M +5% 8.38% 109
SC
3266
Schoolcraft Capital
Colorado
$426M +$30.2M +8% 7.54% 39.3% 68
DSCM
3267
Divisadero Street Capital Management
Florida
$426M -$16.3M -4% 25.5% 986% 85
SHIM
3268
Stone House Investment Management
Pennsylvania
$425M +$135M +47% 7.21% 38.9% 444
SAM
3269
Secure Asset Management
Michigan
$425M +$53M +14% 8.55% 72.3% 265
WAM
3270
Warberg Asset Management
Illinois
$425M +$92.2M +28% 1.24% 19.6% 275
PCWA
3271
Pacific Capital Wealth Advisors
California
$425M +$30.3M +8% 5.56% 40.2% 544
CFS
3272
Commonwealth Financial Services
West Virginia
$424M -$158K -0% 5.83% 187
RP
3273
Rice Partnership
Hawaii
$424M +$41.2M +11% 13.1% 94.1% 166
CA
3274
Cambridge Advisors
Nebraska
$424M +$26.1M +7% 6.83% 43.3% 170
HCM
3275
Harspring Capital Management
New York
$424M +$1.91M +0.5% 5.46% 70.3% 17