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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PCFFS
4176
Pacific Center for Financial Services
California
$209M -$61.1M -23% 5.5% 352
OHSU
4177
Oregon Health & Science University
Oregon
$209M +$54.3M +35% 5.1% 1
VAG
4178
VisionPoint Advisory Group
Texas
$209M +$10.3M +5% 5.03% 53.4% 148
HCA
4179
Horan Capital Advisors
Ohio
$209M +$15.3M +8% 7.06% 26.6% 88
TW
4180
Towerpoint Wealth
California
$208M +$8.55M +4% 3.19% 47.1% 78
SWIG
4181
Strategic Wealth Investment Group
Kentucky
$208M +$37.8M +22% 2.32% 87
CPIA
4182
Cornell Pochily Investment Advisors
New York
$208M +$458K +0.2% 5.96% 64.3% 154
SCG
4183
Sonata Capital Group
Washington
$208M +$6.12M +3% 6.04% 52.1% 133
KIC
4184
Keating Investment Counselors
Florida
$208M +$8.35M +4% 6.88% 23.8% 60
PM
4185
Parametrica Management
Hong Kong
$208M +$45.9M +28% 8.15% 303% 253
MG
4186
MilWealth Group
Wisconsin
$208M +$6.24M +3% 2.63% 29.4% 72
AWMT
4187
AAFMAA Wealth Management & Trust
North Carolina
$208M +$1.2M +0.6% 7.65% 62.6% 69
BI
4188
Ballast Inc
Kentucky
$208M +$11.9M +6% 5.63% 50.7% 95
BOC
4189
Barbara Oil Co
Illinois
$208M +$9.05M +5% 6.42% 54.7% 89
PEA
4190
Pacific Edge Advisors
California
$208M +$15.6M +8% 5.98% 31.3% 38
WFA
4191
Wellspring Financial Advisors
Ohio
$207M -$79.2M -28% 5.19% 53.1% 111
BCP
4192
Berkeley Capital Partners
Georgia
$207M +$12.5M +6% 4.98% 45.8% 140
NG
4193
NatWest Group
United Kingdom
$207M -$64.8M -24% 7.43% 174% 81
PI
4194
Pettee Investors
Connecticut
$207M +$18.4M +10% 8.63% 59.9% 127
TSA
4195
Tri-Star Advisors
Texas
$207M +$25.7M +14% 3% 3.07% 51
ICM
4196
Invenomic Capital Management
Massachusetts
$207M +$39.9M +24% 13% 0.09% 167
AFWM
4197
AMJ Financial Wealth Management
Virginia
$207M +$12M +6% 3.93% 139% 97
UWM
4198
USAdvisors Wealth Management
Minnesota
$207M -$1.39M -0.7% 2.87% 43.1% 112
HF
4199
Halpern Financial
Virginia
$207M +$14.3M +7% 6.39% 26.3% 285
VAS
4200
VR Advisory Services
Cayman Islands
$207M +$97M +89% 6.47% 102% 57