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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SNBOSD
5276
Security National Bank of So Dak
Iowa
$131M -$71K -0.1% 0% 122
CIA
5277
Cohen Investment Advisors
New Hampshire
$130M +$1.81M +1% 0.24% 74.2% 80
CWP
5278
Corepath Wealth Partners
Arizona
$130M +$1.04M +0.8% 1.58% 37.8% 40
CWM
5279
Cordatus Wealth Management
Pennsylvania
$130M 2.25% 125% 68
EM
5280
ELCO Management
New York
$130M -$4.69M -3% 0.28% 76.3% 142
CAM
5281
Caprin Asset Management
Virginia
$130M -$2.76M -2% 0.72% 7.87% 18
HCCM
5282
Hudson Canyon Capital Management
New York
$130M -$3.64M -3% 0.58% 136% 60
ICM
5283
Islay Capital Management
Texas
$130M +$6.34M +5% 0.48% 60.1% 324
WEPOG
5284
Wealth Enhancement & Preservation of GA
Georgia
$130M -$5.96M -4% 1.7% 82.9% 59
CFSG
5285
Clark Financial Services Group
Missouri
$130M +$2.38M +2% 0.6% 74.7% 67
SNBOSCI
5286
Security National Bank of Sioux City Iowa
Iowa
$130M +$2.61M +2% 0.44% 119
AWA
5287
AmeriServ Wealth Advisors
Pennsylvania
$130M +$1.35M +1% 0.57% 71
HM
5288
Heronetta Management
New York
$130M +$15.8M +14% 3.88% 46% 24
AA
5289
ACT Advisors
North Carolina
$130M -$2.22M -2% 0.14% 63% 32
NCG
5290
Newport Capital Group
New Jersey
$130M +$3.22M +3% 0.62% 61
MMFA
5291
Main Management Fund Advisors
California
$130M +$2.7M +2% 2.56% 80.2% 7
CG
5292
Cynosure Group
Utah
$130M +$633K +0.5% 2.61% 56.9% 22
SA
5293
Sunesis Advisors
Kansas
$129M -$1.15M -0.9% 1.12% 31
CWM
5294
Capital Wealth Management
Rhode Island
$129M -$7.23M -5% 1.34% 37.1% 38
PWS
5295
Precision Wealth Strategies
Missouri
$129M +$13.1M +11% 1.79% 49.1% 140
BFM
5296
Broadview Financial Management
Wisconsin
$129M -$3.46M -3% 1.5% 42% 47
7CM
5297
7G Capital Management
New York
$129M +$3.72M +3% 1.16% 105% 4
PWM
5298
Peterson Wealth Management
Nevada
$129M +$955K +0.7% 0.2% 31.2% 62
ACM
5299
Alamar Capital Management
California
$129M +$14.5M +13% 3.74% 67
S
5300
swisspartners
Liechtenstein
$129M -$11.8M -8% 3.51% 85