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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LMGAM
4201
Liberty Mutual Group Asset Management
Massachusetts
$301M -$119M -28% 4.26% 19.9% 19
HC
4202
Headland Capital
South Carolina
$301M +$8.63M +3% 2.48% 72
PLU
4203
Performa Ltd (US)
South Carolina
$301M +$16.6M +6% 2.98% 49.1% 63
FFO
4204
Fiduciary Family Office
Florida
$301M -$34.7M -10% 4.42% 233
WA
4205
WP Advisors
California
$300M +$192K +0.1% 1.59% 102% 115
WPW
4206
Warther Private Wealth
Ohio
$300M +$6.07M +2% 0.77% 112% 85
TCM
4207
Triumph Capital Management
Colorado
$300M +$8.03M +3% 2.01% 32.4% 304
WTFG
4208
Wells Trecaso Financial Group
Ohio
$300M -$6.07M -2% 2.36% 81% 94
WBC
4209
West Branch Capital
Massachusetts
$300M -$13.7M -4% 5.05% 126% 587
BTD
4210
BankPlus Trust Department
Mississippi
$300M -$5.11M -2% 1.81% 519
AWM
4211
Abound Wealth Management
Tennessee
$300M -$12.1M -4% 3.11% 42.9% 1,344
BCP
4212
Bayberry Capital Partners
New York
$300M +$37.1M +14% 4.01% 59.9% 21
BFA
4213
Boulay Financial Advisors
Minnesota
$299M 2.85% 2
GOCP
4214
Great Oak Capital Partners
Massachusetts
$299M +$0 0% 0.64% 32
PWM
4215
Palumbo Wealth Management
New York
$299M +$31.3M +12% 1.21% 55.9% 199
LM
4216
Luminus Management
Texas
$299M +$247M +470% 39% 17.7% 22
IAG
4217
Investment Advisory Group
Massachusetts
$299M +$304K +0.1% 1.92% 49.1% 174
FWM
4218
ForthRight Wealth Management
Georgia
$299M -$1.1M -0.4% 1.4% 36.8% 66
FAP
4219
Financial Advisory Partners
Florida
$299M -$2.19M -0.7% 0.9% 39.3% 67
AA
4220
Argent Advisors
Louisiana
$299M +$29M +11% 0.44% 42% 153
LSA
4221
Lansing Street Advisors
Pennsylvania
$299M +$11.8M +4% 2.69% 142
PM
4222
Phraction Management
Connecticut
$299M +$13.3M +5% 0.9% 62.9% 77
GPSPJS
4223
General Pension Society PZU Joint Stock
Poland
$299M -$27.3M -8% 5.28% 75.2% 20
RBWA
4224
RFG - Bristol Wealth Advisors
Massachusetts
$298M -$6.27M -2% 0.99% 180
OBGC
4225
O'Brien Greene & Co
Pennsylvania
$298M -$9.91M -3% 3.2% 60.1% 140