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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NQWM
3401
Northwest Quadrant Wealth Management
Oregon
$440M +$5.84M +1% 0.76% 34.1% 78
GWAG
3402
Garrett Wealth Advisory Group
Texas
$440M +$34.7M +9% 5.53% 49.6% 108
IIA
3403
IPG Investment Advisors
California
$439M -$19.5M -4% 5.08% 83.7% 215
GG
3404
GenWealth Group
New Jersey
$439M +$4.37M +1% 0.5% 58.4% 77
PPC
3405
Park Presidio Capital
California
$439M +$2.03M +0.5% 4.15% 132% 11
PSP
3406
Pacific Sage Partners
Washington
$438M +$18.4M +4% 0.95% 113
CBTWT
3407
Community Bank & Trust (Waco, Texas)
Texas
$438M -$5.85M -1% 0.3% 65.7% 144
BWP
3408
Balboa Wealth Partners
Arizona
$438M +$36.6M +9% 12.1% 170% 397
FGC
3409
Financial Gravity Companies
Texas
$438M +$64.2M +17% 0.91% 1,071
KA
3410
Kozak & Associates
Colorado
$437M +$14.4M +3% 4.44% 105% 491
SCP
3411
Shorepoint Capital Partners
Massachusetts
$437M -$1.75M -0.4% 0.78% 29.7% 103
SNT
3412
SIG North Trading
Pennsylvania
$437M +$114M +35% 1.73% 101
MAM
3413
Morse Asset Management
Connecticut
$437M -$26.3M -6% 5.46% 155% 381
SAM
3414
Satovsky Asset Management
New York
$437M -$6.89M -2% 0.22% 46% 57
CAM
3415
Centre Asset Management
New York
$437M -$27.2M -6% 1.01% 45.4% 66
MSIIA
3416
Morgan Stanley Institutional Investment Advisors
Colorado
$437M -$8.32M -2% 0.85% 3
CAM
3417
Creekmur Asset Management
Illinois
$437M +$11.3M +3% 1.84% 1,064
CWM
3418
CMH Wealth Management
New Hampshire
$437M +$11.5M +3% 5.37% 83.4% 54
NAMP
3419
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436M -$75.1K -0% 1.16% 63.6% 145
JWM
3420
JFG Wealth Management
Colorado
$436M +$71.8M +20% 0.32% 48.4% 98
CF
3421
Corrigan Financial
Rhode Island
$436M +$152K +0% 2% 9.54% 44
DI
3422
Diligent Investors
California
$436M +$5.09M +1% 1.64% 56.3% 375
PRCP
3423
Pacific Ridge Capital Partners
Oregon
$436M +$13.7M +3% 5.46% 97.5% 146
SFG
3424
Sovereign Financial Group
Connecticut
$436M +$7.75M +2% 4.91% 63% 296
NI
3425
Naria Inc
Bahamas
$435M 15.1% 1