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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CCG
3601
Cloverfields Capital Group
Minnesota
$320M -$1.12M -0.3% 0.76% 83.1% 75
ACA
3602
Affinity Capital Advisors
California
$320M -$11.4M -3% 5.33% 54.4% 127
FWP
3603
Falcon Wealth Planning
California
$320M +$13.9M +5% 3.98% 43.9% 83
MSS
3604
Mitchell Sinkler & Starr
Pennsylvania
$319M -$17.5M -5% 3.46% 63% 122
BLAM
3605
Bourne Lent Asset Management
New York
$319M -$54.4M -15% 6.21% 79.2% 63
TTSTC
3606
Texas Treasury Safekeeping Trust Company
Texas
$319M +$16.5M +5% 2.46% 23.5% 7
LCM
3607
LDR Capital Management
New York
$318M +$99.4M +45% 0.17% 7.33% 75
BFC
3608
Bedel Financial Consulting
Indiana
$318M -$3.29M -1% 0.85% 84.2% 1,115
VC
3609
Voss Capital
Texas
$318M -$5.46M -2% 11.8% 101% 47
IG
3610
Inherent Group
New York
$318M -$60.2M -16% 1.44% 64.7% 53
FA
3611
Flagstar Advisors
New York
$318M -$7.85M -2% 4.46% 39.5% 147
IWP
3612
IAG Wealth Partners
Wisconsin
$318M +$5.92M +2% 4.52% 41.1% 486
PIFP
3613
Partners in Financial Planning
Virginia
$318M -$9.01M -3% 5.2% 30.1% 95
LKIM
3614
Lawson Kroeker Investment Management
Nebraska
$318M -$4.39M -1% 0.46% 61.2% 61
HEIP
3615
Hudson Edge Investment Partners
New Jersey
$318M -$5.3M -2% 0.67% 52.3% 145
PIM
3616
Progressive Investment Management
Oregon
$317M -$43M -12% 10% 99.5% 57
PC
3617
Prysm Capital
New Jersey
$317M -$338M -52% 51.5% 46.6% 1
KS
3618
Karpas Strategies
Connecticut
$317M +$5.06M +2% 1.52% 16.1% 127
MSA
3619
Marino Stram & Associates
Massachusetts
$317M -$8.55M -3% 2.2% 52.1% 150
AIP
3620
Ahrens Investment Partners
Louisiana
$317M +$90.7M +40% 5.03% 82.6% 1,152
BDF
3621
Black Diamond Financial
Maryland
$317M +$19.9M +7% 4.53% 51.8% 131
CF
3622
Corrigan Financial
Rhode Island
$316M -$31.5M -9% 4.33% 9.54% 93
DA
3623
Doliver Advisors
Texas
$316M +$2.2M +0.7% 7.74% 67% 190
PIA
3624
Perennial Investment Advisors
California
$316M -$3.71M -1% 2.34% 71.2% 244
CWM
3625
Centric Wealth Management
Illinois
$316M +$14.7M +5% 3.45% 41.6% 170