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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HOWA
4876
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 19.2% 83
AFA
4877
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 8.25% 62
ACG
4878
Anchorage Capital Group
New York
$259M +$8.61M +3% 11.4% 37.8% 7
BCM
4879
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 5.75% 58.8% 130
UWP
4880
Uniting Wealth Partners
Kansas
$259M +$59M +30% 12.7% 123
WCM
4881
Whitefort Capital Management
New York
$259M +$46M +22% 3.11% 157% 19
BIM
4882
Breakwater Investment Management
Washington
$258M +$24.3M +10% 8.92% 319
MIM
4883
Montgomery Investment Management
Maryland
$258M +$7.09M +3% 6.13% 77.7% 97
BLAM
4884
Bourne Lent Asset Management
New York
$258M +$25.3M +11% 13.4% 79.2% 63
BWS
4885
BCR Wealth Strategies
Alabama
$258M +$30.6M +13% 6.66% 30.8% 27
AW
4886
Alteri Wealth
California
$258M +$30.4M +13% 13.6% 284
EL
4887
EQ LLC
Washington
$258M +$43.5M +20% 11.1% 57.3% 77
SNWA
4888
Siligmueller & Norvid Wealth Advisors
Illinois
$258M +$21.1M +9% 6.19% 98
II
4889
INCA Investments
Florida
$257M +$39M +18% 15.2% 170% 10
MFG
4890
Monte Financial Group
Connecticut
$257M +$28.8M +13% 3.18% 50.4% 91
IFA
4891
Independence Financial Advisors
New Hampshire
$257M -$5.91M -2% 7.59% 52
WMA
4892
Wealth Management Associates
New Jersey
$257M +$23.6M +10% 12.2% 86% 227
SC
4893
Saiph Capital
New Jersey
$257M +$47.4M +23% 9.89% 50.1% 66
PCS
4894
Private Client Services
Kentucky
$257M +$54.6M +27% 8.59% 230
FCAM
4895
First Citizens Asset Management
North Carolina
$257M -$165K -0.1% 7.54% 27
WSIB
4896
Washington State Investment Board
Washington
$256M -$3.92M -2% 12.9% 544% 2
CCM
4897
Campbell Capital Management
Florida
$256M +$84.9M +50% 14.7% 80
FWM
4898
FSA Wealth Management
Massachusetts
$256M +$20.7M +9% 10.6% 562
T
4899
TOBAM
France
$256M +$22.2M +10% 5.76% 37% 284
KSWA
4900
Kathleen S. Wright Associates
Pennsylvania
$256M +$14.3M +6% 6.56% 48.8% 259