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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WMP
5151
Wealth Management Partners
Arizona
$159M +$16M +11% 11.6% 127% 116
VIP
5152
Viewpoint Investment Partners
Alberta, Canada
$159M +$33.3M +27% 3.56% 22% 7
AFA
5153
AllGen Financial Advisors
Florida
$159M +$15.6M +11% 1.73% 25.5% 35
HWP
5154
Highline Wealth Partners
California
$159M +$12.5M +9% 8.97% 88.6% 355
AWM
5155
AAF Wealth Management
Massachusetts
$159M +$8.52M +6% 5.35% 53.2% 47
MA
5156
Menlo Advisors
California
$159M +$13.1M +9% 7.29% 81.1% 31
IW
5157
Imprint Wealth
South Carolina
$159M +$6.64M +4% 4.12% 182
SW
5158
StrongBox Wealth
Missouri
$159M +$9.5M +6% 5.47% 50.6% 90
FH
5159
FWG Holdings
Florida
$158M +$19.6M +14% 7.19% 70.1% 100
BMC
5160
Beaton Management Company
Massachusetts
$158M +$9.87M +7% 6.62% 76.1% 132
TCM
5161
Thomist Capital Management
Texas
$158M -$11.3M -7% 1.13% 49.4% 35
ACM
5162
Ayrshire Capital Management
Connecticut
$158M +$11.5M +8% 7.59% 76.9% 50
IWA
5163
IVC Wealth Advisors
Pennsylvania
$158M +$16.8M +12% 6.3% 58.2% 165
KIC
5164
Kensington Investment Counsel
California
$158M +$25.2M +19% 7.6% 72.3% 99
HAM
5165
HoldCo Asset Management
Florida
$158M -$24M -13% 17.9% 22
EFIC
5166
Eliot Finkel Investment Counsel
California
$158M +$714K +0.5% 2.51% 33.1% 31
BWM
5167
Baron Wealth Management
Michigan
$158M +$16.3M +12% 8.01% 151
JIC
5168
Juniper Investment Company
New York
$157M +$20.6M +15% 36.6% 263% 9
FNBSF
5169
First National Bank Sioux Falls
South Dakota
$157M +$13.1M +9% 4.32% 54.5% 116
RFG
5170
Range Financial Group
Oregon
$157M +$4.58M +3% 6.47% 102% 185
BBP
5171
Banco BTG Pactual
Brazil
$157M -$59.3M -27% 9.28% 80.7% 147
ATWA
5172
Arbor Trust Wealth Advisors
Michigan
$157M +$5.12M +3% 5.67% 53.3% 104
EFSCE
5173
Enterprise Financial Services Corp (EFSC)
Missouri
$157M +$4.14M +3% 5.25% 71.6% 166
SIM
5174
SummerHaven Investment Management
Connecticut
$157M -$14.4M -8% 13.9% 98.9% 197
ZCM
5175
Zenyatta Capital Management
Delaware
$157M +$64.2M +69% 2.08% 38