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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JSA
3351
Jacobson & Schmitt Advisors
Wisconsin
$353M +$44.2M +14% 8.33% 83.7% 47
BFO
3352
Biltmore Family Office
North Carolina
$352M +$31.3M +10% 8.36% 82.8% 194
IGGA
3353
Iron Gate Global Advisors
Utah
$352M +$41.6M +13% 9.06% 130% 111
BRA
3354
Bender Robert & Associates
California
$352M +$41.1M +13% 14.4% 57
PTB
3355
Pioneer Trust Bank
Oregon
$352M +$2.06M +0.6% 7.21% 63.2% 76
KMC
3356
Kirr Marbach & Co
Indiana
$352M +$6.19M +2% 4.98% 117% 64
GAM
3357
Gould Asset Management
California
$351M +$23.8M +7% 5.96% 35.9% 158
DBIA
3358
Dumont & Blake Investment Advisors
New Jersey
$351M +$26.1M +8% 6.53% 56.5% 206
CFO
3359
CVA Family Office
Colorado
$351M +$87.9M +33% 5.93% 53.1% 999
B
3360
Bridgeworth
Alabama
$351M +$34.5M +11% 5.77% 19.7% 139
TAS
3361
TIFF Advisory Services
Pennsylvania
$351M +$22M +7% 5.91% 77.7% 25
OL
3362
Optas LLC
Texas
$351M +$31.6M +10% 8.62% 88% 153
VFM
3363
Viking Fund Management
North Dakota
$350M +$15.2M +5% 6.52% 55.6% 124
HCA
3364
Hyperion Capital Advisors
New York
$350M +$40.5M +13% 8.82% 105% 47
MCM
3365
Monarch Capital Management
Indiana
$350M +$12.7M +4% 4.16% 49.3% 112
HJIM
3366
Henry James International Management
New York
$350M +$17.8M +5% 6.09% 85.1% 171
CNBTD
3367
Citizens National Bank Trust Department
Mississippi
$349M +$20.5M +6% 6.03% 71.6% 142
IFS
3368
Ifrah Financial Services
Arkansas
$349M +$16.8M +5% 5.14% 43.1% 223
SI
3369
Symmetry Investments
Jersey
$349M +$39.8M +13% 9.28% 96.4% 118
PWA
3370
Physician Wealth Advisors
Utah
$349M +$41.8M +14% 6.52% 57.4% 156
CWP
3371
Concord Wealth Partners
Virginia
$349M +$52M +18% 4.04% 47.3% 1,130
TA
3372
Tamarack Advisers
California
$349M -$133M -28% 8.32% 45.8% 80
ANB
3373
Amarillo National Bank
Texas
$349M -$44.9M -11% 6.7% 46.4% 101
P8IP
3374
Pier 88 Investment Partners
California
$348M +$53.3M +18% 3.69% 26.2% 124
EEP
3375
Edgehill Endowment Partners
Connecticut
$348M +$45.5M +15% 3.47% 11.6% 7