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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AP
3726
Agilis Partners
Massachusetts
$142M -$19.4M -12% 1.12% 8.47% 17
MLFP
3727
MPS Loria Financial Planners
Illinois
$142M -$4.5M -3% 2.39% 55.4% 76
WA
3728
Wintergreen Advisers
New Jersey
$142M -$20.2M -12% 3.72% 25.4% 6
UWPG
3729
Ullmann Wealth Partners Group
Florida
$141M -$4.12M -3% 1.55% 53.6% 54
UCI
3730
Uncommon Cents Investing
Wisconsin
$141M +$519K +0.4% 2.06% 56.6% 84
WFWM
3731
Wechter Feldman Wealth Management
New Jersey
$141M -$1.51M -1% 0.44% 53.8% 36
LMAM
3732
Legg Mason Asset Management
Japan
$141M -$24.8M -15% 3.6% 136
SCA
3733
Sage Capital Advisors
South Dakota
$141M -$12.9M -8% 2.67% 63% 93
AIM
3734
Act II Management
New York
$141M -$13.6M -9% 0.18% 42.7% 28
HM
3735
HCSF Management
California
$141M -$6.18M -4% 13.6% 58.8% 13
SJL
3736
Shayne & Jacobs LLC
Tennessee
$141M -$4.25M -3% 1.11% 72.1% 27
PCIA
3737
Prime Capital Investment Advisors
Kansas
$141M +$11.4M +9% 0.8% 60.6% 293
CAN
3738
Claraphi Advisory Network
United States
$141M +$12.1M +9% 0.33% 88.3% 275
TG
3739
TRV GP
Massachusetts
$141M -$80.2M -36% 11.5% 3,179% 5
A
3740
Apoletto
British Virgin Islands
$141M +$5.45M +4% 4.32% 177% 2
FSCM
3741
First Sabrepoint Capital Management
Texas
$141M +$32.1M +30% 1.2% 85.6% 36
PWSG
3742
Pacific Wealth Strategies Group
California
$141M -$238K -0.2% 1.69% 81.1% 84
ATC
3743
Adirondack Trust Company
New York
$140M +$2.71M +2% 1.43% 72.2% 345
PA
3744
Parkside Advisors
California
$140M -$1.75M -1% 0.72% 36.7% 40
WAM
3745
Westport Asset Management
Connecticut
$140M +$7.97M +6% 0.38% 81% 63
BWM
3746
BigSur Wealth Management
Florida
$140M +$39.7M +39% 0.8% 75.9% 111
MIC
3747
MU Investments Company
Japan
$140M -$5.9M -4% 0.68% 40.4% 165
EU
3748
Emory University
Georgia
$140M +$23.5M +20% 8.08% 53
LD
3749
Lipe & Dalton
New York
$140M -$4.88M -3% 3.33% 59.7% 84
RA
3750
Resource America
New York
$140M +$8.25M +6% 5.53% 12.1% 47