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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AFS
4126
Access Financial Services
Minnesota
$131M +$4.25M +3% 2.52% 35.5% 77
TA
4127
Townsend & Associates
Colorado
$131M +$32M +32% 4.06% 43.8% 79
MFGP
4128
Marshall Financial Group (Pennsylvania)
Pennsylvania
$131M +$8.8M +7% 2.9% 46.4% 51
MI
4129
Moneywise Inc
Virginia
$131M +$14.2M +12% 2.42% 41.8% 45
APG
4130
Andrew P. Goldfarb
$131M -$152M -54% 15.8% 3
AIM
4131
Advantage Investment Management
Iowa
$131M +$3.55M +3% 3.29% 28.6% 996
ILM
4132
Indigo Latam Management
Arizona
$131M +$12M +10% 10.1% 39.3% 1
IWMA
4133
Ironwood Wealth Management (Arizona)
Arizona
$131M +$13.4M +11% 1.85% 24.3% 58
SL
4134
SIB LLC
New York
$131M -$4.44M -3% 2.12% 29.1% 24
PK
4135
Pflug Koory
Nebraska
$131M +$2.75M +2% 4.31% 434
SAS
4136
Stelac Advisory Services
New York
$131M -$77.1M -37% 1.75% 61.4% 133
EWG
4137
Executive Wealth Group
Washington
$130M +$2.14M +2% 1.96% 14.9% 37
GCA
4138
Gradient Capital Advisors
California
$130M +$4.75M +4% 2.78% 57% 90
CCC
4139
Cincinnati Casualty Company
Ohio
$130M +$8.42M +7% 7.4% 50.7% 24
WFM
4140
Wolff Financial Management
Michigan
$130M +$9.46M +8% 2.01% 39.1% 82
PAPAIJV
4141
Paragon Associates & Paragon Associates II Joint Venture
Texas
$130M +$23.8M +22% 4.44% 107% 37
RCM
4142
Rings Capital Management
Illinois
$130M +$17.9M +16% 7.26% 109% 6
CAAS
4143
Capital Asset Advisory Services
Michigan
$130M +$52.5M +68% 2.51% 41.4% 116
CAM
4144
Caprin Asset Management
Virginia
$130M +$578K +0.4% 1.41% 7.87% 18
DMC
4145
Drexel Morgan & Co
Pennsylvania
$130M +$17M +15% 3.47% 35.7% 93
AGPM
4146
ASA Gold & Precious Metals
Maine
$130M -$12M -8% 12.3% 7.06% 18
RWM
4147
RBA Wealth Management
California
$130M +$1.18M +0.9% 3.19% 66.2% 94
GAMC
4148
Garner Asset Management Corp
Texas
$129M +$4.41M +4% 2.52% 62.2% 145
FAM
4149
Foothills Asset Management
Arizona
$129M +$110K +0.1% 2.57% 8.84% 69
NFP
4150
Narus Financial Partners
Utah
$129M 9.92% 82.1% 72