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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LMKC
4176
L.M. Kohn & Company
Ohio
$214M +$9.56M +5% 5.33% 76.3% 232
SFS
4177
Shaker Financial Services
Virginia
$214M +$11.2M +6% 4.21% 7.48% 178
PFSC
4178
Peoples Financial Services Corp
Pennsylvania
$214M +$19.8M +10% 12.6% 60.6% 281
CMI
4179
Clare Market Investments
Texas
$214M -$18M -8% 2.7% 150% 144
RCI
4180
RS Crum Inc
California
$213M +$22.9M +12% 6.31% 9.95% 74
NL
4181
NKCFO LLC
Illinois
$213M -$2.8M -1% 9.77% 131% 108
APA
4182
Astoria Portfolio Advisors
New York
$213M +$66.2M +45% 8.43% 51.6% 216
CA
4183
Centerpoint Advisors
Massachusetts
$213M +$25.1M +13% 8.54% 62.2% 544
NCM
4184
Neumann Capital Management
California
$213M +$18.7M +10% 8.96% 70.8% 92
OWM
4185
OneAscent Wealth Management
Alabama
$213M +$22M +12% 6.69% 35% 172
SGH
4186
Sivik Global Healthcare
Connecticut
$213M +$32.7M +18% 16.7% 45.3% 46
BE
4187
Bonness Enterprises
District of Columbia
$213M +$24.5M +13% 13.4% 83% 41
JSC
4188
Jackson Square Capital
California
$212M +$7.39M +4% 12.2% 201% 141
AIC
4189
Ayalon Insurance Company
Israel
$212M -$301K -0.1% 8.39% 75.8% 111
WGCA
4190
Wolf Group Capital Advisors
Virginia
$212M +$29.6M +16% 8.46% 28.2% 130
TFP
4191
Triune Financial Partners
Kansas
$212M +$34M +19% 11.5% 45.7% 28
IRM
4192
Income Research & Management
Massachusetts
$212M -$1.08M -0.5% 0.02% 0.84% 22
GCP
4193
Gill Capital Partners
Colorado
$212M +$20.8M +11% 5.53% 39.7% 130
AIA
4194
AIMZ Investment Advisors
California
$212M +$14.2M +7% 9.48% 66.7% 113
LSIA
4195
LaSalle St. Investment Advisors
Illinois
$212M 5.5% 98
PIN
4196
Prudent Investors Network
California
$212M +$22.7M +12% 6.06% 37
KFI
4197
Key Financial Inc
Pennsylvania
$212M -$994K -0.5% 9.48% 47.7% 1,183
FA
4198
FC Advisory
Pennsylvania
$212M +$14.1M +7% 4.49% 35% 88
EBT
4199
Enterprise Bank & Trust
Massachusetts
$211M +$19.2M +10% 8.15% 65.9% 99
BP
4200
Bandera Partners
New York
$211M -$27.3M -11% 15.3% 57.6% 17