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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AB
4351
Atlas Brown
Kentucky
$285M -$7.37M -3% 1.68% 77.1% 216
JF
4352
Joule Financial
Kentucky
$285M +$2.06M +0.7% 0.73% 43.8% 114
FWC
4353
First Washington Corp
Washington
$285M +$1.97M +0.7% 3.33% 80.4% 57
MTIC
4354
Missouri Trust & Investment Company
Missouri
$285M -$41.8K -0% 0.28% 67.7% 453
OPTFSNA
4355
Old Point Trust & Financial Services N A
Virginia
$285M -$69.6K -0% 2.1% 53.6% 354
OPW
4356
Oxler Private Wealth
New York
$285M -$19.6M -6% 5% 98.2% 86
NIM
4357
Nicollet Investment Management
Minnesota
$284M -$6.75M -2% 5.09% 97.6% 75
YCM
4358
Yiheng Capital Management
California
$284M -$167M -37% 0.26% 44.9% 24
CPIA
4359
Cornell Pochily Investment Advisors
New York
$284M -$1.96M -0.7% 0.63% 64.3% 174
CA
4360
CV Advisors
Florida
$284M -$3.21M -1% 6.77% 95.4% 44
PCM
4361
Princeton Capital Management
New Jersey
$284M -$38.9M -12% 8.03% 147% 131
ATI
4362
ARK & TLK Investments
Oklahoma
$284M -$3.93M -1% 1.4% 114
HZ
4363
Hixon Zuercher
Ohio
$284M +$23.7M +9% 0.76% 89.8% 85
TWM
4364
TriaGen Wealth Management
California
$284M -$13.2M -4% 0.18% 92.8% 196
RW
4365
Rockport Wealth
Ohio
$283M +$58.4M +26% 0.24% 77
CS
4366
Cisco Systems
California
$283M -$70.3M -20% 5.04% 248% 4
FNWM
4367
Financial Network Wealth Management
Utah
$283M +$3.39M +1% 2.46% 32% 322
SFP
4368
Sandbox Financial Partners
Maryland
$283M -$16.6M -6% 4.32% 79.8% 117
CWA
4369
CJM Wealth Advisers
Virginia
$283M -$13.6M -5% 4.11% 57.8% 72
CRAM
4370
Compass Rose Asset Management
New York
$283M +$79M +39% 4.88% 23
FMB
4371
Field & Main Bank
Kentucky
$283M -$1.08M -0.4% 1.88% 94.5% 259
RW
4372
Rede Wealth
Virginia
$283M +$22.1M +8% 9.65% 84.2% 107
AWP
4373
Accretive Wealth Partners
New Jersey
$283M +$47.6M +20% 0.13% 60.5% 146
AIM
4374
Advyzon Investment Management
Illinois
$283M +$23.7M +9% 0.76% 311
GJWM
4375
Gilliland Jeter Wealth Management
Arkansas
$283M -$13.4M -5% 2.3% 182