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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWM
3776
Soundmark Wealth Management
Washington
$277M +$34.3M +14% 1.66% 17.1% 74
RWI
3777
Red Wave Investments
Pennsylvania
$277M +$9.14M +3% 1.03% 47.8% 98
RFA
3778
Radnor Financial Advisors
Pennsylvania
$277M -$476K -0.2% 2.03% 2.54% 26
CC
3779
Cowbird Capital
New York
$277M +$17.8M +7% 8.17% 21.8% 14
TS
3780
Tamar Securities
California
$277M +$17M +7% 1.97% 77.5% 55
GG
3781
Gleason Group
Kentucky
$277M +$854K +0.3% 1.56% 56.5% 211
RMAM
3782
Raab & Moskowitz Asset Management
New Jersey
$277M +$3.36M +1% 0.09% 62.6% 163
KWM
3783
Kanen Wealth Management
Florida
$277M -$161M -37% 6.1% 137% 34
NPT
3784
Nixon Peabody Trust
Massachusetts
$277M +$17.2M +7% 1.53% 82.1% 74
NP
3785
Ninepoint Partners
Ontario, Canada
$277M +$50.1M +22% 1.35% 25.5% 101
AA
3786
AlphaMark Advisors
Kentucky
$277M +$2.45M +0.9% 0.62% 26.4% 627
ANRIA
3787
American National Registered Investment Advisor
Texas
$276M -$3.05M -1% 0.43% 95.9% 238
LCP
3788
Legacy Capital Partners
Wisconsin
$276M -$3.16M -1% 0.21% 85.6% 147
TA
3789
TRB Advisors
New York
$276M -$165M -37% 1.88% 76.3% 13
SFG
3790
Summit Financial Group
West Virginia
$276M +$9.02M +3% 0.83% 26.1% 208
VCM
3791
Voce Capital Management
California
$276M -$2.47M -0.9% 0.11% 69.2% 12
HFBOT
3792
Home Federal Bank of Tennessee
Tennessee
$276M -$506K -0.2% 0.64% 53.2% 73
OPA
3793
Old Port Advisors
Maine
$276M -$1.97M -0.7% 0.8% 224
FC
3794
Financial Consulate
Maryland
$276M -$1.48M -0.5% 2.74% 44.1% 138
MIC
3795
Meridian Investment Counsel
California
$276M -$8.03M -3% 2.65% 72.3% 215
TWP
3796
Total Wealth Planning
Ohio
$276M +$20.6M +8% 0.92% 29.6% 48
CAGAS
3797
Capital Advisory Group Advisory Services
Minnesota
$276M +$67K +0% 0.76% 62.4% 595
CAG
3798
Curtis Advisory Group
California
$275M +$44.7M +19% 0.16% 67.6% 76
MA
3799
MYDA Advisors
New York
$275M -$85.3M -24% 0.11% 127% 344
JAMONY
3800
Jacob Asset Management of New York
California
$275M -$27.9M -9% 0.57% 22.5% 85