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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FFG
3326
Fiduciary Financial Group
California
$414M – – 3.15% – 255
RIS
3327
Retirement Income Solutions
Michigan
$414M -$27.1M -6% 3.04% 57% 159
JWCA
3328
J.W. Coons Advisors
Ohio
$414M -$28.8M -7% 0.45% 61.2% 250
BCM
3329
Blume Capital Management
California
$414M +$3.5M +0.9% 1.53% 63.8% 324
FC
3330
Franchise Capital
Cayman Islands
$413M -$124M -23% 22.2% 451% 17
NAMP
3331
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$413M +$7.63M +2% 4.64% 63.6% 146
BP
3332
Broadleaf Partners
Ohio
$413M +$23.2M +6% 9.6% 156% 81
CCB
3333
Cutter & Co Brokerage
Missouri
$413M +$5.5M +1% 3.59% 40.4% 222
WI
3334
WBI Investments
New Jersey
$413M -$68.2M -14% 0.16% 56.9% 239
MAM
3335
Morse Asset Management
Connecticut
$412M +$20.5M +5% 7.35% 155% 168
ICM
3336
Irenic Capital Management
New York
$412M +$21.4M +5% 0.56% – 29
WFA
3337
WestHill Financial Advisors
California
$412M +$5.46M +1% 2.47% 45.6% 78
HFA
3338
High Falls Advisors
New York
$412M +$14.2M +4% 3.26% 43.7% 134
AS
3339
Akuna Securities
Illinois
$411M +$282M +218% 0.14% 0.52% 3
BHBT
3340
Burke & Herbert Bank & Trust
Virginia
$411M +$279M +210% 1.07% 51.4% 234
AC
3341
AlphaCore Capital
California
$411M +$35.3M +9% 2.9% 62.5% 217
TWP
3342
Tyche Wealth Partners
Texas
$411M +$2.32M +0.6% 3.35% – 298
RRA
3343
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 3% 56.2% 195
ETS
3344
ESL Trust Services
New York
$411M +$28.6M +7% 0.46% 37.2% 270
EDRIA
3345
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 0.41% 12.8% 142
RA
3346
Riversedge Advisors
Delaware
$410M +$4.41M +1% 1.83% 43.8% 95
IP
3347
Ignite Planners
California
$410M +$52.9M +15% 4.38% 69.5% 308
LA
3348
LexAurum Advisors
Kansas
$410M +$12M +3% 1.62% 49.2% 319
VS
3349
VK Services
California
$410M -$139M -25% 1.96% 1,197% 7
MWM
3350
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 3.93% 83.1% 114
132 133
134
135 136