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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SPH
3726
Steel Partners Holdings
New York
$194M +$4.22M +2% 2.63% 37.9% 4
RA
3727
RMR Advisors
Massachusetts
$194M -$32.7M -14% 0.51% 2.17% 112
PRWA
3728
Platte River Wealth Advisors
Colorado
$194M +$12.7M +7% 8.78% 28.6% 88
HPC
3729
Hobart Private Capital
North Carolina
$194M +$16M +9% 5.64% 42.9% 163
GPWA
3730
Great Point Wealth Advisors
Massachusetts
$194M +$0 0% 5.45% 13.5% 47
AJ
3731
Ashburton (Jersey)
Jersey
$194M +$0 0% 7.02% 86
SFSIG
3732
San Francisco Sentry Investment Group
California
$194M +$5.97M +3% 8.29% 431% 701
SAM
3733
Smithbridge Asset Management
Pennsylvania
$194M +$14.3M +8% 9.21% 85
MLFP
3734
MPS Loria Financial Planners
Illinois
$193M +$6.59M +4% 10.1% 55.4% 355
MFT
3735
Moisand Fitzgerald Tamayo
Florida
$193M +$11.7M +6% 5.66% 35.1% 369
SCM
3736
Stordahl Capital Management
Colorado
$193M +$13M +7% 5.31% 39.6% 44
MC
3737
Muhlenkamp & Co
Pennsylvania
$193M +$6.14M +3% 9.32% 33
TOGEPT
3738
Trustees of General Electric Pension Trust
Connecticut
$193M -$18.6M -9% 8.78% 184% 1
PWAC
3739
Private Wealth Advisors (California)
California
$193M +$49.6M +35% 7.81% 37.4% 68
CAGAS
3740
Capital Advisory Group Advisory Services
Minnesota
$193M +$14M +8% 7.58% 62.4% 547
AWAM
3741
Appian Way Asset Management
New York
$193M +$29.6M +18% 14.6% 30.4% 69
CSUI
3742
Cincinnati Specialty Underwriters Insurance
Ohio
$193M +$10.9M +6% 8.07% 109% 39
TWP
3743
Total Wealth Planning
Ohio
$193M +$12.2M +7% 4.43% 29.6% 41
PGWM
3744
Parisi Gray Wealth Management
New Jersey
$192M +$18M +10% 10.6% 101% 124
AIC
3745
Archer Investment Corporation
Indiana
$192M +$15.1M +9% 7.63% 51.5% 706
PSC
3746
Prentiss Smith & Co
Vermont
$192M +$29.8M +18% 9.52% 50.7% 70
OFS
3747
OneAscent Financial Services
Alabama
$192M +$42.1M +28% 5.52% 43.2% 208
EPP
3748
ETF Portfolio Partners
Kansas
$191M +$8.17M +4% 5.08% 36.8% 41
NRCM
3749
Northern Right Capital Management
Connecticut
$191M +$29M +18% 9.22% 137% 47
CCM
3750
Clearfield Capital Management
New York
$191M +$5.84M +3% 9.19% 117% 18