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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BIA
4026
Barry Investment Advisors
Massachusetts
$300M +$4.39M +1% 4.88% 31% 124
GA
4027
GoalVest Advisory
New York
$300M +$72.5M +32% 10.1% 66.1% 487
AFWM
4028
AMJ Financial Wealth Management
Virginia
$299M +$61.8M +26% 24.5% 139% 84
APWA
4029
Atlas Private Wealth Advisors
New Jersey
$299M -$239M -44% 5.49% 41.1% 170
MCAV
4030
Meritech Capital Associates V
California
$299M -$112M -27% 10.4% 134% 6
MLIC
4031
Mandatum Life Insurance Company
Finland
$299M +$29.5M +11% 11.3% 75.3% 90
MLM
4032
Mount Lucas Management
Pennsylvania
$299M +$15.2M +5% 7.92% 67.2% 145
WSC
4033
Wellington Shields & Co
New York
$298M +$27.3M +10% 11.7% 64.9% 311
MLA
4034
My Legacy Advisors
Oregon
$298M +$21.4M +8% 7.13% 49.8% 221
S
4035
Syntrinsic
Colorado
$298M +$7.7M +3% 7.45% 91
MLFP
4036
MPS Loria Financial Planners
Illinois
$298M +$13M +5% 4.55% 55.4% 87
CWA
4037
Canvas Wealth Advisors
Kansas
$298M +$22.5M +8% 8.46% 88.2% 162
PDL
4038
Portfolio Design Labs
California
$298M +$33.4M +13% 13.6% 148
KC
4039
Knuff & Co
California
$297M +$23.2M +8% 9.98% 94.8% 133
CFG
4040
Compton Financial Group
Maryland
$297M +$14.7M +5% 4.85% 28.9% 37
ACA
4041
Aspire Capital Advisors
Washington
$297M +$50.6M +21% 8.4% 55.7% 85
WCM
4042
WealthBridge Capital Management
Ohio
$297M +$30.1M +11% 10.4% 68.6% 198
CCG
4043
Cloverfields Capital Group
Minnesota
$297M +$41.7M +16% 11.3% 83.1% 105
BA
4044
Ballast Advisors
Minnesota
$297M +$28.9M +11% 8.37% 64.9% 179
SCP
4045
Searchlight Capital Partners
New York
$296M -$5.37M -2% 1.83% 28.2% 4
OA
4046
Operose Advisors
Wisconsin
$296M +$46.1M +18% 7.69% 49.4% 680
DBRC
4047
D.B. Root & Company
Pennsylvania
$296M +$20M +7% 7.82% 52% 186
CWA
4048
Clarity Wealth Advisors
California
$296M +$31.2M +12% 8.91% 78.7% 89
CNC
4049
Citizens & Northern Corp
Pennsylvania
$296M +$15.6M +6% 7.96% 62.4% 115
ACM
4050
Aisling Capital Management
New York
$295M -$39.7M -12% 32.2% 1,171% 17