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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AFS
4926
Access Financial Services
Minnesota
$165M +$727K +0.4% 3.92% 35.5% 89
GI
4927
Glovista Investments
New Jersey
$165M -$36.8M -18% 4.86% 2.48% 53
RPCONE
4928
Retirement Planning Company of New England
Rhode Island
$164M +$11.8M +8% 8.9% 90.2% 223
CB
4929
CNB Bank
Pennsylvania
$164M +$4.35M +3% 4.95% 73.2% 499
HCM
4930
Hutner Capital Management
Vermont
$164M +$2.86M +2% 1.09% 48.7% 44
PWS
4931
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 8.28% 59.8% 262
PFA
4932
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 11.8% 83.6% 110
RA
4933
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 7.83% 109
CFP
4934
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 4.79% 32.5% 57
CIA
4935
Cape Investment Advisory
Georgia
$164M 6.24% 963
BCM
4936
BHZ Capital Management
California
$164M -$36.3M -18% 14.4% 3.05% 131
BC
4937
Bridgefront Capital
Texas
$164M +$20.5M +14% 4.91% 37.6% 633
TFA
4938
Trinity Financial Advisors
Ohio
$164M +$11.5M +8% 4.56% 62.2% 72
KIG
4939
Kennedy Investment Group
New Jersey
$164M +$6.48M +4% 5.52% 122
RBC
4940
Rye Brook Capital
Connecticut
$164M +$9.27M +6% 10.9% 43.7% 28
RI
4941
Ridgewood Investments
New Jersey
$163M +$24.9M +18% 4.19% 46.1% 829
SFP
4942
Strategic Financial Partners
Oregon
$163M -$579K -0.4% 5.2% 42.1% 75
LFP
4943
Leeward Financial Partners
Washington
$163M +$18.5M +13% 8.18% 76% 74
TWM
4944
Triton Wealth Management
Arizona
$163M -$1.38M -0.8% 12.1% 86
WAM
4945
WFA Asset Management
Wisconsin
$163M +$10.7M +7% 2.98% 41.1% 250
ACM
4946
Alight Capital Management
New York
$163M +$69M +74% 22.7% 288% 63
RM
4947
Rudius Management
New York
$163M +$12.1M +8% 5.21% 24.3% 5
QM
4948
QVIDTVM Management
Texas
$163M -$3.12M -2% 4.13% 1.78% 13
SIS
4949
Susquehanna International Securities
Ireland
$163M +$23.6M +17% 4.49% 10.8% 36
WMR
4950
Wealth Management Resources
Rhode Island
$163M +$8.36M +5% 2.75% 23.5% 46