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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FWA
4526
FSM Wealth Advisors
Ohio
$199M -$570K -0.3% 3.11% 55.1% 173
BIG
4527
Boothe Investment Group
Delaware
$199M +$9.87M +5% 2.81% 43.5% 37
ILI
4528
Invesco LLC (Illinois)
Illinois
$199M -$4.8M -2% 1% 164
SFA
4529
Spectrum Financial Alliance
Kentucky
$198M -$12M -6% 6.01% 15
TAM
4530
Townsend Asset Management
North Carolina
$198M -$10.5M -5% 3.57% 72.7% 205
BWM
4531
BigSur Wealth Management
Florida
$198M -$10.9M -5% 2.42% 75.9% 126
BHA
4532
Beech Hill Advisors
New York
$198M -$7.4M -4% 3.78% 93.8% 89
FBT
4533
First Bankers Trust
Kentucky
$198M -$5.97M -3% 3.41% 57.6% 120
CC
4534
Corton Capital
Ontario, Canada
$198M -$14.9M -7% 4.08% 186% 567
OWIM
4535
Old West Investment Management
California
$198M +$7.03M +4% 7.83% 119% 47
RWM
4536
Reston Wealth Management
Virginia
$198M -$12.1M -6% 3.58% 44.7% 55
MIM
4537
MTM Investment Management
South Carolina
$198M -$6.82M -3% 2.9% 68.9% 266
ITIM
4538
Indiana Trust & Investment Management
Indiana
$198M +$2.12M +1% 3.29% 78.2% 451
SGH
4539
Sivik Global Healthcare
Connecticut
$198M -$52.3M -21% 7.37% 45.3% 45
SC
4540
Schulhoff & Co
Ohio
$198M -$17.2M -8% 3.57% 30.1% 123
BCC
4541
Bridge City Capital
Oregon
$198M -$13.4M -6% 3% 63.6% 102
MWP
4542
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 3.93% 56.7% 97
MFG
4543
Monte Financial Group
Connecticut
$198M -$7.48M -4% 2.19% 50.4% 84
KA
4544
Kooman & Associates
Pennsylvania
$198M -$4.33M -2% 2.96% 43
ATFA
4545
All Terrain Financial Advisors
Minnesota
$198M -$24.5M -11% 4.07% 45.2% 84
EW
4546
Evexia Wealth
Wisconsin
$197M -$10.7M -5% 1.67% 52
JAM
4547
JCIC Asset Management
Ontario, Canada
$197M -$22.8M -10% 2.26% 41% 111
VAM
4548
Vert Asset Management
California
$197M +$2M +1% 6.16% 17.2% 42
SBF
4549
Sara-Bay Financial
Florida
$197M -$8.44M -4% 2.86% 185% 80
OFS
4550
Oldfather Financial Services
Nebraska
$197M -$7.54M -4% 4.18% 50.9% 64