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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BCA
3876
Bay Colony Advisors
Massachusetts
$147M -$8.47M -5% 1.99% 70.1% 275
TW
3877
Towerpoint Wealth
California
$147M +$4.56M +3% 0.35% 47.1% 85
EA
3878
Elm Advisors
California
$147M +$598K +0.4% 0.67% 50.5% 86
NWA
3879
New World Advisors
Massachusetts
$147M +$7.9M +6% 4.97% 110% 24
SB
3880
Samsara BioCapital
California
$147M -$4.44M -3% 1.17% 910% 22
GPWA
3881
Great Point Wealth Advisors
Massachusetts
$147M +$23M +19% 0.36% 13.5% 42
FA
3882
Financial Advantage
Maryland
$147M +$698K +0.5% 1.37% 24.3% 157
HPC
3883
Hobart Private Capital
North Carolina
$147M +$3.2M +2% 1.92% 42.9% 158
CWM
3884
CCG Wealth Management
California
$147M +$6.64M +5% 0.37% 59.5% 84
AGAM
3885
Avalon Global Asset Management
California
$146M -$140K -0.1% 2.37% 115% 46
AP
3886
Agilis Partners
Massachusetts
$146M +$12.5M +9% 0.49% 8.47% 22
PAM
3887
Peninsula Asset Management
Florida
$146M +$4.81M +3% 3.79% 50.3% 46
NVCHI
3888
New Vernon Capital Holdings II
New Jersey
$146M +$7.48M +5% 0.86% 76.7% 21
RWG
3889
Regal Wealth Group
California
$146M +$1.51M +1% 1.5% 17% 185
CI
3890
Centerstone Investors
New York
$146M -$14.5M -9% 2.54% 55.6% 29
WCM
3891
Wunderlich Capital Managemnt
Tennessee
$146M -$5.18M -3% 1.15% 33.6% 91
KC
3892
Knuff & Co
California
$145M +$4.97M +4% 1.43% 94.8% 187
WGCA
3893
Wolf Group Capital Advisors
Virginia
$145M +$900K +0.6% 1.46% 28.2% 86
AAM
3894
American Asset Management
Florida
$145M +$153K +0.1% 3.54% 35.6% 118
AIA
3895
AIMZ Investment Advisors
California
$145M +$223K +0.2% 0.18% 66.7% 100
JFGLC
3896
Johnson Financial Group LLC (Colorado)
Colorado
$145M -$12.7M -8% 0.19% 48.5% 21
CW
3897
Cabot-Wellington
Massachusetts
$145M +$0 0% 1.65% 57.8% 9
T
3898
Tinicum
New York
$145M -$85.9M -37% 26.5% 21.1% 4
PCMC
3899
Private Capital Management (Colorado)
Colorado
$145M +$3.2M +2% 1.38% 20% 105
KWA
3900
KCS Wealth Advisory
California
$145M +$18M +14% 0.92% 45.3% 456