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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SHFP
5226
Second Half Financial Partners
Florida
$130M +$0 0% 9.55% 24.9% 60
PAG
5227
Powers Advisory Group
Illinois
$130M -$13.7M -10% 9.53% 35.8% 93
SC
5228
Saiph Capital
New Jersey
$130M -$17.8M -12% 17.5% 50.1% 47
BSI
5229
Bennett Selby Investments
Maine
$130M -$36.2M -22% 18.5% 105% 63
TPWM
5230
Twelve Points Wealth Management
Massachusetts
$130M -$4.08M -3% 12.9% 35.2% 179
GIA
5231
Goodwin Investment Advisory
Georgia
$130M -$16.1M -11% 15.4% 60.9% 236
LAIC
5232
Lederer & Associates Investment Counsel
California
$130M -$33.5M -21% 13.2% 76.7% 91
HFS
5233
Horizon Financial Services
North Carolina
$130M -$27.2M -17% 12.4% 27.8% 61
CCP
5234
Cunning Capital Partners
North Carolina
$130M -$15.6M -11% 11.8% 172% 70
PSC
5235
Prentiss Smith & Co
Vermont
$130M -$37.1M -22% 13.9% 50.7% 76
WI
5236
WJ Interests
Texas
$130M 10.8% 37.2% 17
WR
5237
WD Rutherford
Oregon
$129M -$45.5M -26% 18.5% 137% 146
BTIM
5238
BancFirst Trust & Investment Management
Oklahoma
$129M -$26.4M -17% 5.82% 34.1% 58
VW
5239
Vance Wealth
California
$129M +$50.3M +64% 16.2% 56% 68
SVBP
5240
Strategic Value Bank Partners
Ohio
$129M -$16.1M -11% 9.93% 25% 20
EWG
5241
Executive Wealth Group
Washington
$129M -$23.3M -15% 14.5% 14.9% 48
IWA
5242
IVC Wealth Advisors
Pennsylvania
$129M -$23M -15% 12.2% 58.2% 151
TCFP
5243
Treasure Coast Financial Planning
Florida
$129M -$1.33M -1% 10.2% 25.4% 37
MBFW
5244
Morton Brown Family Wealth
Pennsylvania
$129M -$3.23M -2% 12% 34.5% 319
GBWM
5245
Granite Bay Wealth Management
New Hampshire
$129M +$5.53M +4% 17.1% 46.8% 64
BCM
5246
BCK Capital Management
Connecticut
$129M -$37.9M -23% 0.1% 285% 182
RP
5247
Repertoire Partners
New York
$129M -$83.3M -39% 3.81% 17.5% 87
QGA
5248
Q Global Advisors
Texas
$129M -$34.4M -21% 28.7% 76.5% 341
HFS
5249
HBC Financial Services
Washington
$129M -$9.78M -7% 13.7% 12.6% 195
AIA
5250
Acute Investment Advisory
Arizona
$129M -$5.33M -4% 8.44% 2.93% 47