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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HGWM
4976
Harvest Group Wealth Management
Massachusetts
$161M +$8.64M +6% 4.59% 28.1% 208
PGWM
4977
Parisi Gray Wealth Management
New Jersey
$161M -$42.3M -21% 9.6% 101% 106
FFC
4978
First Financial Corp
Indiana
$161M -$2.18M -1% 3.08% 64.8% 383
AI
4979
Aflac Inc
Georgia
$161M -$17.6M -10% 9.87% 4.76% 4
TWA
4980
Tandem Wealth Advisors
Arizona
$161M +$3.27M +2% 5.19% 85
MA
4981
MBA Advisors
Pennsylvania
$161M +$7.76M +5% 4.63% 47.1% 133
ZIG
4982
Zullo Investment Group
Pennsylvania
$161M -$2.83M -2% 14.2% 108% 767
TA
4983
TKG Advisors
Indiana
$160M +$8.62M +6% 5.91% 70.4% 109
RHAM
4984
Round Hill Asset Management
California
$160M -$1.41M -0.9% 2.54% 44.7% 61
PMIA
4985
Patrick Mauro Investment Advisor
Illinois
$160M +$5.91M +4% 3.19% 25.1% 43
KCFA
4986
Key Client Fiduciary Advisors
New Jersey
$160M +$13.9M +10% 4.34% 62% 170
PIP
4987
Peachtree Investment Partners
Florida
$160M -$3.78M -2% 7.6% 94.4% 97
IIM
4988
Ironwood Investment Management
Massachusetts
$160M +$8.27M +5% 9.53% 140% 167
TCB
4989
Texas Capital Bancshares
Texas
$160M +$17.2M +12% 13.4% 141% 89
ML
4990
Mayport LLC
Massachusetts
$160M +$26M +19% 6.82% 49.4% 66
1CP
4991
11 Capital Partners
Connecticut
$160M +$1.07M +0.7% 4.44% 62.9% 13
PAM
4992
Peninsula Asset Management
Florida
$160M -$3.29M -2% 5.02% 50.3% 45
MPPW
4993
Mitchell & Pahl Private Wealth
Oklahoma
$160M +$7.37M +5% 3.59% 53% 155
LSA
4994
Lansing Street Advisors
Pennsylvania
$160M +$13.7M +9% 4.65% 379
CCC
4995
Cincinnati Casualty Company
Ohio
$160M -$2.66M -2% 0.31% 50.7% 26
FCM
4996
FourWorld Capital Management
New York
$160M +$90.4M +131% 4.86% 68.3% 24
CFGF
4997
Compass Financial Group (Florida)
Florida
$159M +$6.1M +4% 2.93% 32.9% 32
UFG
4998
United Fire Group
Iowa
$159M -$9.73M -6% 0.1% 27.5% 46
CWP
4999
Corepath Wealth Partners
Arizona
$159M +$9.23M +6% 4.95% 37.8% 40
SP
5000
Successful Portfolios
Florida
$159M +$5.95M +4% 7.12% 69.6% 202