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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AF
4326
Affiance Financial
Minnesota
$240M +$9.64M +4% 7% 46.3% 157
FPWM
4327
FSB Premier Wealth Management
Iowa
$240M +$39.9M +20% 5.3% 41.5% 536
DI
4328
DFPG Investments
Utah
$239M -$24.8M -9% 6.53% 38.3% 200
CCG
4329
Ceeto Capital Group
Florida
$239M +$25.6M +12% 12.6% 83.2% 159
FA
4330
FC Advisory
Pennsylvania
$239M +$15.2M +7% 4.17% 35% 69
BFWA
4331
Benchmark Financial Wealth Advisors
Florida
$239M +$28.9M +14% 6.85% 60.1% 80
AWM
4332
Aprio Wealth Management
Georgia
$239M +$19.8M +9% 5% 42.6% 82
PBPIA
4333
Pivotal bioVenture Partners Investment Advisor
California
$239M -$43.8M -15% 12.2% 761% 10
JIC
4334
JRM Investment Counsel
Nebraska
$239M +$41.6M +21% 6.95% 52.2% 19
AGAM
4335
Audent Global Asset Management
California
$239M 10.1% 109% 45
PI
4336
Pettee Investors
Connecticut
$239M +$24M +11% 11.7% 59.9% 126
SCG
4337
Sonata Capital Group
Washington
$239M +$15.7M +7% 6.83% 52.1% 131
MTIM
4338
Marathon Trading Investment Management
Pennsylvania
$239M +$29.1M +14% 0.34% 19.9% 294
SCM
4339
Stamina Capital Management
New York
$239M -$135M -36% 4.16% 283% 31
AJ
4340
Ashburton (Jersey)
Jersey
$239M +$12.1M +5% 9.83% 48
NF
4341
Nikulski Financial
Iowa
$239M +$22.3M +10% 9.67% 71.7% 130
TSA
4342
Tri-Star Advisors
Texas
$239M +$10.9M +5% 3.68% 3.07% 55
IAM
4343
Infusive Asset Management
New York
$238M -$149M -38% 7.55% 67.6% 51
T
4344
TNF
Montana
$238M +$5.66M +2% 5.32% 21.3% 138
PIP
4345
Peachtree Investment Partners
Florida
$238M +$33.9M +17% 15.7% 94.4% 114
PH
4346
Pinnacle Holdings
Oklahoma
$238M +$10.1M +4% 5.09% 58.8% 274
ACP
4347
Acuta Capital Partners
California
$238M -$43.1M -15% 1.02% 1,554% 58
FBT
4348
First Bank & Trust
South Dakota
$238M +$18.9M +9% 7.71% 60% 546
TVMC
4349
T Ventures Management Company
Australia
$238M +$99.4M +72% 15% 2
SCI
4350
Stableford Capital II
Arizona
$237M +$40.2M +20% 4.89% 47.4% 136