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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MWPCG
3726
Measured Wealth Private Client Group
New Hampshire
$240M +$33.4M +16% 15.1% 62.3% 147
ATFA
3727
All Terrain Financial Advisors
Minnesota
$240M +$34.3M +17% 11.1% 45.2% 80
SFS
3728
Shaker Financial Services
Virginia
$240M +$52.7M +28% 11.6% 7.48% 198
MKC
3729
M. Kraus & Co
Vermont
$240M +$28M +13% 9.02% 41.3% 65
RWM
3730
Rezny Wealth Management
Florida
$240M +$24M +11% 10.9% 62% 12
AA
3731
AlphaCentric Advisors
Puerto Rico
$240M +$33.2M +16% 6.03% 243
FIG
3732
FundX Investment Group
California
$240M -$20.5M -8% 10.2% 94.6% 38
BF
3733
Blankinship & Foster
California
$240M +$29.1M +14% 12.6% 46.5% 52
EIA
3734
Eldridge Investment Advisors
New Hampshire
$239M +$27M +13% 10.6% 39.7% 112
IFO
3735
Independent Family Office
New York
$239M +$28.6M +14% 15% 66.1% 67
IFA
3736
Invus Financial Advisors
New York
$239M +$31.4M +15% 28.8% 29.5% 6
SAM
3737
Security Asset Management
New York
$239M +$76.6M +47% 13.8% 67.4% 87
CMI
3738
Clare Market Investments
Texas
$239M +$34.8M +17% 16.8% 150% 137
PMA
3739
Prudent Man Advisors
Illinois
$239M +$50.1M +27% 13.5% 53.1% 189
EA
3740
Ecofin Advisors
United Kingdom
$239M +$32M +15% 25.8% 76.6% 34
WAM
3741
Wakefield Asset Management
Colorado
$239M +$26.1M +12% 16% 106% 195
BS
3742
Bessemer Securities
New York
$239M +$23.7M +11% 12% 45% 88
CAGAS
3743
Capital Advisory Group Advisory Services
Minnesota
$238M +$45.4M +24% 13.6% 62.4% 578
SWP
3744
Strategic Wealth Partners
Ohio
$238M +$40.5M +20% 11.4% 183
AFGI4KRSP
3745
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$238M +$54.9M +30% 30.8% 9.08% 1
SC
3746
Schoolcraft Capital
Colorado
$238M +$25.7M +12% 12.2% 39.3% 50
CCM
3747
CWH Capital Management
Washington
$238M +$18.2M +8% 14.1% 29.9% 97
CFS
3748
CRA Financial Services
New Jersey
$238M +$28.6M +14% 12.3% 74.3% 163
CIC
3749
Canal Insurance Company
South Carolina
$238M -$9.3M -4% 11.8% 51.2% 57
FAAM
3750
First Ascent Asset Management
Colorado
$237M +$53.1M +29% 9.99% 4.18% 28