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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ICM
4826
IMS Capital Management
Oregon
$145M -$9.81M -6% 6.79% 87.8% 147
RFA
4827
Resurgent Financial Advisors
Georgia
$145M -$4.99M -3% 3.52% 72% 209
MS
4828
Marshall & Sullivan
Washington
$145M -$19.6M -12% 4.2% 61% 98
SIM
4829
Symetra Investment Management
Connecticut
$145M +$35.6M +33% 4.85% 44.7% 3
WAM
4830
Weinberger Asset Management
California
$145M -$6.94M -5% 5.77% 69.8% 69
SIM
4831
SummerHaven Investment Management
Connecticut
$145M -$3.79M -3% 1.74% 98.9% 294
FFG
4832
Fortem Financial Group
California
$144M -$8.05M -5% 2.93% 117% 182
AWS
4833
Arkfeld Wealth Strategies
Nebraska
$144M -$8.45M -6% 3.04% 68.3% 71
BRC
4834
Bishop Rock Capital
New York
$144M +$41.4M +40% 3.72% 35.3% 27
FIA
4835
FNY Investment Advisers
New York
$144M +$9.34M +7% 1.29% 179% 1,020
SSCM
4836
Summit Street Capital Management
New York
$144M -$8.31M -5% 3.35% 76.4% 30
HFA
4837
Highland Financial Advisors
New Jersey
$144M -$1.81M -1% 6.52% 48.1% 57
IAG
4838
Investment Advisory Group
Massachusetts
$144M -$2.93M -2% 5.65% 49.1% 131
BCM
4839
Brookmont Capital Management
Texas
$144M -$1.21M -0.8% 4.29% 40.7% 46
CAGAS
4840
Capital Advisory Group Advisory Services
Minnesota
$144M -$23.6M -14% 4.88% 62.4% 207
MMHP
4841
Murphy Middleton Hinkle & Parker
Georgia
$144M -$10.5M -7% 4.83% 46.8% 136
NC
4842
Naman Capital
Brazil
$144M +$3.36M +2% 5.66% 92.3% 19
FF
4843
Friedenthal Financial
New Jersey
$144M -$8.52M -6% 2.42% 124% 70
CRI
4844
Colonial River Investments
Virginia
$144M -$9.13M -6% 5.41% 90.3% 198
AEPBI
4845
AH Equity Partners Bio II
California
$144M +$1.1M +0.8% 3.69% 4
FI
4846
FIDELIS iM
Oregon
$143M -$6.12M -4% 5.5% 29.8% 22
HSWM
4847
Hubbell Strickland Wealth Management
Louisiana
$143M -$6.74M -4% 5.87% 49.2% 59
AA
4848
ACT Advisors
North Carolina
$143M +$7M +5% 2.65% 63% 32
SC
4849
Steph & Co
Wisconsin
$143M -$20.5M -12% 5.2% 45% 237
CPP
4850
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 3.2% 46.5% 100