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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFG
3276
Piershale Financial Group
Illinois
$135M -$34.6M -20% 4.27% 82% 176
OFM
3277
Omega Fund Management
Massachusetts
$135M -$9.38M -7% 9.44% 82.4% 11
SFS
3278
Summit Financial Strategies
Ohio
$135M -$1.89M -1% 2.14% 49.7% 45
VEA
3279
Virtus ETF Advisers
New York
$135M +$62.1M +86% 23.6% 79.8% 161
AIM
3280
Acrospire Investment Management
Illinois
$135M -$9.8M -7% 6.51% 2,503
NG
3281
Northstar Group
New York
$134M +$3.21M +2% 2.6% 67.9% 103
MPAM
3282
Murphy Pohlad Asset Management
Minnesota
$134M +$1.17M +0.9% 2.58% 40.9% 100
RAA
3283
RWC Asset Advisors
Florida
$134M -$7.12M -5% 15.5% 173% 19
FVCM
3284
F&V Capital Management
Florida
$134M +$7.23M +6% 4.06% 60.2% 60
SLA
3285
Silver Lake Advisory
Utah
$134M +$17M +15% 5.22% 46.4% 79
CCM
3286
Clovis Capital Management
New York
$134M -$21.9M -14% 5.38% 18.8% 19
TSWM
3287
Triangle Securities Wealth Management
North Carolina
$134M -$19.3M -13% 2.74% 63.7% 140
SFPIA
3288
Stevens First Principles Investment Advisors
California
$134M +$10.5M +8% 3.57% 43.7% 156
IF
3289
Ironwood Financial
Arizona
$134M +$4.68M +4% 1.06% 43.9% 310
MSFP
3290
Mark Sheptoff Financial Planning
Connecticut
$134M +$10.8M +9% 4.86% 74.7% 397
LC
3291
Lincoln Capital
Nebraska
$134M +$387K +0.3% 1.86% 68.5% 63
SF
3292
Schooner Foundation
Massachusetts
$134M +$19.2M +17% 17.5% 13.8% 1
IIM
3293
Ironwood Investment Management
Massachusetts
$134M -$19.2M -13% 8.42% 140% 176
AG
3294
Ashmore Group
United Kingdom
$133M -$31.3M -19% 13.2% 113% 50
WIM
3295
Wingspan Investment Management
New York
$133M +$77.8M +141% 0.05% 25
NCM
3296
Niemann Capital Management
Nevada
$133M +$24.8M +23% 11.5% 103% 18
IVMX
3297
Institutional Venture Management XIII
California
$133M +$11M +9% 22.8% 6
B
3298
Brightworth
Georgia
$132M +$1.62M +1% 1.48% 21.7% 13
FTS
3299
Fifth Third Securities
Ohio
$132M +$21.1M +19% 2.35% 43.7% 71
CWP
3300
Capital Wealth Planning
Florida
$132M -$5.92M -4% 1.18% 61.2% 115