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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VPP
3276
Vertex Planning Partners
Illinois
$458M +$4.89M +1% 1.66% – 196
MFGM
3277
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 2.22% 51.6% 241
TC
3278
Towle & Co
Colorado
$458M -$124M -21% 11.8% 74.6% 56
MS
3279
Maven Securities
Jersey
$457M -$164M -26% 0.12% 18.1% 537
SW
3280
SkyOak Wealth
Michigan
$457M -$10.9M -2% 2.27% 69% 280
CA
3281
Cambridge Advisors
Nebraska
$457M +$8.55M +2% 0.3% 43.3% 178
SF
3282
Safeguard Financial
Wisconsin
$456M -$3.72M -0.8% 3.57% 21.9% 117
ICM
3283
Irenic Capital Management
New York
$456M -$200M -30% 1.04% – 30
CPA
3284
Capital Performance Advisors
California
$456M +$143M +46% 1.88% 61.1% 285
HA
3285
Herold Advisors
New York
$455M -$3.53M -0.8% 0.31% 70.1% 291
CCT
3286
Chemung Canal Trust
New York
$455M -$24.6M -5% 0.13% 60.5% 126
BSWM
3287
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 1.49% 33% 49
GS
3288
Gagnon Securities
New York
$455M -$41.8M -8% 8.61% 96.2% 99
DW30
3289
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 0.11% – 161
PIA
3290
Pinion Investment Advisors
Kansas
$454M +$202M +81% 2.84% 60.7% 165
CAMV
3291
Concord Asset Management (Virginia)
Virginia
$454M -$1.29M -0.3% 0.83% 41.2% 141
GG
3292
GenWealth Group
New Jersey
$454M +$14.3M +3% 2.85% 58.4% 80
WAM
3293
Winslow Asset Management
Ohio
$453M -$48.5M -10% 4.54% 83.4% 80
TCP
3294
ThornTree Capital Partners
Massachusetts
$453M -$143M -24% 5.5% 263% 23
RC
3295
RV Capital
Switzerland
$453M -$13.6M -3% 1.53% 398% 11
FNC
3296
First National Corp
Massachusetts
$453M +$11.2M +3% 0.11% 39.2% 163
MWM
3297
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 1.79% 46.1% 174
CCA
3298
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 3.48% – 155
FC
3299
Fulcrum Capital
Washington
$451M -$26.5M -6% 3.26% 94% 123
NC
3300
NBW Capital
Massachusetts
$451M -$88.7M -16% 2.47% 86% 109
130 131
132
133 134