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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
APWM
4201
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 3.4% – 198
MWPCG
4202
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 0% 62.3% 199
NWM
4203
Northcape Wealth Management
New York
$309M +$3.85M +1% 0.94% 50.1% 136
PWP
4204
Prasad Wealth Partners
Ohio
$309M – – 3.39% – 113
CA
4205
Claar Advisors
New York
$309M +$11.9M +4% 2.81% 81.3% 22
WC
4206
Winmill & Co
New York
$309M +$11.8M +4% 0.76% 82.8% 57
CFA
4207
CWS Financial Advisors
Michigan
$309M +$26.6M +9% 0.19% 66.6% 133
IIA
4208
Integral Investment Advisors
California
$309M +$10.2M +3% 1.87% 51.5% 161
AFGAS
4209
Allegiance Financial Group Advisory Services
Virginia
$309M +$21.4M +7% 1.84% – 119
FIBT
4210
First International Bank & Trust
North Dakota
$309M -$3.28M -1% 0.67% 28.4% 75
LPP
4211
Long Path Partners
Connecticut
$309M +$313K +0.1% 9.57% 56.8% 12
CPA
4212
Court Place Advisors
Maryland
$308M -$34.6M -10% 1.25% 72.3% 168
AFS
4213
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 3.64% 83.1% 81
BHWM
4214
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 1.66% 35.4% 194
OBGC
4215
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 0.39% 60.1% 143
FP
4216
Fiduciary Planning
Florida
$308M +$13.3M +5% 1.42% 36.9% 76
WIS
4217
Wright Investors Service
Connecticut
$308M -$74.1M -19% 4.28% 101% 146
UWM
4218
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 0.31% 43.1% 145
AIM
4219
AMI Investment Management
Indiana
$308M +$12.3M +4% 0.63% 55.2% 72
NIA
4220
NIA Impact Advisors
California
$308M +$6.34M +2% 3.37% – 120
TCWM
4221
Total Clarity Wealth Management
Illinois
$307M -$3.22M -1% 1.01% 48.2% 297
PB
4222
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 0.39% 63% 910
BFA
4223
Beacon Financial Advisory
Ohio
$307M +$13.4M +5% 0.94% 54.9% 313
SFWC
4224
Strategic Family Wealth Counselors
New Jersey
$307M +$21.3M +7% 2.95% 72.6% 149
SBLIC
4225
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 20% 29.7% 29
167 168
169
170 171