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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FIBT
4126
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 0.28% 28.4% 76
PTP
4127
Platform Technology Partners
New York
$291M 4.91% 227
RW
4128
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 0.07% 73
SWA
4129
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 2.2% 84
AM
4130
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 2.34% 51.5% 81
MSCM
4131
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 4.27% 91.7% 103
SCP
4132
Silverleafe Capital Partners
Tennessee
$290M +$40.1M +16% 1.31% 54.2% 83
TAS
4133
TIFF Advisory Services
Pennsylvania
$290M +$60.8M +27% 5.82% 77.7% 27
GSIAS
4134
Garden State Investment Advisory Services
New Jersey
$290M +$16.6M +6% 3.76% 248
BZWA
4135
Blue Zone Wealth Advisors
California
$290M -$1.19M -0.4% 1.97% 77.1% 93
LL
4136
LPWM LLC
Minnesota
$290M +$17.3M +6% 1.84% 46.6% 79
HAC
4137
Harbor Advisory Corp
New Hampshire
$290M -$4.23M -1% 1.18% 41% 89
YRHAM
4138
Yong Rong (HK) Asset Management
Hong Kong
$289M -$85.5M -23% 16.5% 674% 23
HSG
4139
Helen Stephens Group
Texas
$289M +$30.2M +12% 1.72% 40.6% 85
WTFG
4140
Wells Trecaso Financial Group
Ohio
$289M +$6.11M +2% 3.36% 81% 93
KLCM
4141
KG&L Capital Management
Louisiana
$289M +$37.3M +15% 3.03% 67.6% 197
BWM
4142
BCGM Wealth Management
Indiana
$289M +$10.1M +4% 1.86% 45.2% 154
KCG
4143
Kinsale Capital Group
Virginia
$289M +$35.5M +14% 2.22% 59.8% 36
HVCM
4144
Hel Ved Capital Management
Hong Kong
$288M -$115M -28% 9.06% 234% 67
M2MC
4145
Matthew 25 Management Corp
Pennsylvania
$288M -$5.68M -2% 5.95% 128% 24
TCWM
4146
Total Clarity Wealth Management
Illinois
$288M +$585K +0.2% 1.3% 48.2% 290
WCP
4147
Wick Capital Partners
Pennsylvania
$288M +$185M +180% 2.5% 46.7% 82
OAJ
4148
Ogorek Anthony Joseph
New York
$288M -$68K -0% 2.96% 48.5% 288
AA
4149
AlphaMark Advisors
Kentucky
$288M +$3.3M +1% 1.26% 26.4% 875
GPTE
4150
Generali Powszechne Towarzystwo Emerytalne
Poland
$288M +$12.7M +5% 4.93% 118% 26