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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SP
3801
SWS Partners
Ohio
$136M +$2.7M +2% 1.74% 77.2% 430
BIA
3802
BHK Investment Advisors
Alabama
$136M +$17M +14% 0.63% 43.9% 70
VDFA
3803
Vickerman & Driscoll Financial Advisors
Washington
$135M +$8.18M +6% 1.08% 121
LA
3804
Legacy Advisors
Pennsylvania
$135M +$32.8M +32% 0.99% 95.6% 485
APSI
3805
Asset Planning Services Inc
Louisiana
$135M -$6.62M -5% 2.94% 103% 36
AGA
3806
Accuvest Global Advisors
Utah
$135M -$1.15M -0.8% 0.14% 202% 114
TCM
3807
Trafelet Capital Management
New York
$135M -$7.91M -6% 2.79% 101% 17
PFGIA
3808
Patriot Financial Group Insurance Agency
Massachusetts
$135M +$1.47M +1% 0.2% 63.4% 1,016
IAMOG
3809
Investors Asset Management of Georgia
Georgia
$135M -$5.76M -4% 1.41% 71.6% 153
SC
3810
Scholtz & Company
Connecticut
$135M -$2.82M -2% 4.85% 111% 71
WFG
3811
Wills Financial Group
Virginia
$135M -$8.34M -6% 3.6% 43.8% 70
SC
3812
Spindletop Capital
New York
$135M -$3.18M -2% 2.49% 10
FAM
3813
Foresters Asset Management
Ontario, Canada
$135M -$115M -46% 0.07% 55.6% 69
CWM
3814
Concentric Wealth Management
California
$135M -$3.6M -3% 2.87% 33.5% 90
SLA
3815
Silver Lake Advisory
Utah
$135M -$5.72M -4% 3.13% 46.4% 88
NWM
3816
Northwest Wealth Management
Iowa
$135M +$11.9M +10% 2.32% 46.3% 544
CNC
3817
Citizens & Northern Corp
Pennsylvania
$134M -$6.12M -4% 1.49% 62.4% 99
RIM
3818
Reliant Investment Management
Tennessee
$134M -$11.6M -8% 1.7% 98.8% 62
GA
3819
Gagnon Advisors
New York
$134M -$2.04M -1% 10.2% 115% 31
WPA
3820
West Paces Advisors
Georgia
$134M -$751K -0.6% 1.11% 37.9% 476
IP
3821
Investment Partners
Ohio
$134M -$639K -0.5% 1.58% 59% 163
RW
3822
REDW Wealth
New Mexico
$134M +$5.35M +4% 1.63% 43.2% 86
HIM
3823
Harbour Investment Management
Washington
$134M -$7.98M -6% 0.66% 63.6% 68
SAM
3824
Security Asset Management
New York
$134M +$1.45M +1% 4.38% 67.4% 82
CPA
3825
Clear Perspective Advisors
Illinois
$134M +$3.11M +2% 0.69% 88.5% 550