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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WC
3626
Winmill & Co
New York
$253M -$23.1M -8% 6.51% 82.8% 80
TCCM
3627
Timber Creek Capital Management
Massachusetts
$253M -$49.9M -16% 6.12% 78.7% 141
SFA
3628
Source Financial Advisors
New York
$253M -$2.58M -1% 0.91% 18.5% 117
LRWA
3629
Long Run Wealth Advisors
New York
$252M -$5.75M -2% 5.31% 42.8% 102
NO
3630
Ninety One
South Africa
$252M -$30.1M -11% 5.05% 116% 103
RAM
3631
Riggs Asset Management
Pennsylvania
$252M +$9.94M +4% 1.92% 131% 359
OFS
3632
OneAscent Financial Services
Alabama
$252M +$31.5M +14% 5.13% 43.2% 249
NL
3633
NVWM LLC
Pennsylvania
$252M -$5.44M -2% 2.38% 89.5% 535
ESB
3634
Essex Savings Bank
Connecticut
$252M -$10M -4% 3.53% 64.9% 225
CA
3635
Claro Advisors
Massachusetts
$252M +$180K +0.1% 5.49% 76.1% 279
OPA
3636
Old Port Advisors
Maine
$251M -$7.07M -3% 6.69% – 226
AMG
3637
Advisors Management Group
Wisconsin
$251M -$33.9M -12% 8.75% 48.1% 148
CWM
3638
Centric Wealth Management
Illinois
$251M -$21.2M -8% 5.89% 41.6% 144
SWRP
3639
Summit Wealth & Retirement Planning
California
$251M -$9.27M -4% 4.35% 50.8% 118
PC
3640
Packer & Co
Australia
$251M +$15.8M +7% 2.96% – 3
CA
3641
Cumberland Advisors
Florida
$251M -$49.9M -17% 5.44% 63.5% 57
VEA
3642
Virtus ETF Advisers
New York
$251M -$19M -7% 2.98% 79.8% 477
CAM
3643
Covenant Asset Management
New Jersey
$251M -$9.17M -4% 0.22% 97.6% 144
MWM
3644
MinichMacGregor Wealth Management
New York
$251M +$7.74M +3% 3.84% 83.1% 85
MM
3645
Meridian Management
Arkansas
$251M -$7.86M -3% 4.79% 49.4% 76
IC
3646
Intel Corp
California
$250M +$902K +0.4% 15.2% 166% 6
QFA
3647
Quattro Financial Advisors
Texas
$250M -$43.8M -15% 5.47% 61.1% 92
HNW
3648
High Note Wealth
Minnesota
$250M -$6.02M -2% 4.43% 61.9% 102
ECM
3649
Elgethun Capital Management
South Dakota
$250M -$7.66M -3% 4.31% 60% 126
OWM
3650
Opes Wealth Management
California
$250M +$262K +0.1% 4.99% 53.4% 99
144 145
146
147 148