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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CI
4926
Ceera Investments
Texas
$158M +$7.56M +5% 4.38% 86.3% 78
SIC
4927
Samalin Investment Counsel
New York
$158M +$21.8M +16% 8.12% 51.4% 269
SFA
4928
Seneca Financial Advisors
New York
$158M +$18.3M +13% 8.37% 38.8% 51
APSI
4929
Asset Planning Services Inc
Louisiana
$158M +$15.6M +11% 12% 103% 35
PWA
4930
PCG Wealth Advisors
Kansas
$158M -$123M -44% 10% 55.6% 155
RCM
4931
Rivermont Capital Management
New York
$158M 14.5% 18
QPW
4932
Quantum Private Wealth
Florida
$158M -$2.37M -1% 5.18% 191% 199
EFIC
4933
Eliot Finkel Investment Counsel
California
$158M +$22.6M +17% 15.9% 33.1% 31
AC
4934
AMANSA Capital
Singapore
$158M 1.61% 2
RCC
4935
Red Cedar Capital
Nebraska
$158M +$12.8M +9% 13.7% 43.2% 193
JWM
4936
Jessup Wealth Management
Ohio
$158M 10.1% 59
ATIA
4937
American Trust Investment Advisors
New Hampshire
$158M +$1.87M +1% 9.09% 95.4% 82
TWA
4938
Tandem Wealth Advisors
Arizona
$157M 6.95% 83
SC
4939
Schiavi & Co
Delaware
$157M +$19.3M +14% 11% 29.1% 21
AA
4940
AF Advisors
California
$157M -$1.21K -0% 43.8% 350% 15
RCM
4941
Riverwood Capital Management
California
$157M -$24.3M -13% 26.4% 49.7% 4
CW
4942
Cabot-Wellington
Massachusetts
$157M +$9.18M +6% 10.1% 57.8% 6
RWA
4943
Rainsberger Wealth Advisors
Colorado
$157M +$11.6M +8% 8.5% 80
CPC
4944
Congress Park Capital
New York
$157M +$5.96M +4% 6.25% 100% 140
AA
4945
ACT Advisors
North Carolina
$157M +$13.7M +10% 6.43% 63% 39
RSC
4946
Red Spruce Capital
Pennsylvania
$157M +$14.6M +10% 9.27% 69.5% 88
BAG
4947
Briggs Advisory Group
Rhode Island
$157M +$23.7M +18% 9.53% 55
HIC
4948
Harbor Island Capital
Massachusetts
$157M +$14M +10% 11.9% 95.7% 15
KIG
4949
Kennedy Investment Group
New Jersey
$157M 6.4% 116
SCM
4950
Sitrin Capital Management
California
$157M +$5.05M +3% 11.4% 105% 39