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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NAM
5276
NewGen Asset Management
Ontario, Canada
$128M -$52M -29% 9.72% 156% 40
SFSG
5277
Sound Financial Strategies Group
Mississippi
$128M -$53.5M -30% 5.71% 25% 73
CIA
5278
Cascade Investment Advisors
Oregon
$127M -$36.9M -22% 14.5% 60.3% 258
FGG
5279
Financial Guidance Group
Florida
$127M -$18.2M -13% 11.6% 43.7% 46
GCM
5280
Granby Capital Management
Florida
$127M +$10.3M +9% 13% 37.7% 60
PWS
5281
Precision Wealth Strategies
Missouri
$127M -$41.3M -25% 12.1% 49.1% 189
IWP
5282
Insight Wealth Partners
Texas
$127M -$14.6M -10% 6.44% 16.7% 73
RI
5283
Ridgewood Investments
New Jersey
$127M -$25.4M -17% 14.1% 46.1% 204
EL
5284
EQ LLC
Washington
$127M -$10.7M -8% 9.38% 57.3% 54
AWC
5285
Adamsbrown Wealth Consultants
Kansas
$127M +$777K +0.6% 11.8% 38.7% 98
PCI
5286
Planning Center Inc
Illinois
$127M +$92.1M +265% 14.2% 42.7% 54
FCMT
5287
Founders Capital Management (Texas)
Texas
$127M -$29.1M -19% 11.2% 62% 415
MWA
5288
Motive Wealth Advisors
Michigan
$127M -$19.1M -13% 14.3% 55.9% 85
AIM
5289
Athena Investment Management
California
$127M -$2.09M -2% 11.4% 56.5% 138
HIP
5290
HPS Investment Partners
New York
$127M -$133M -51% 43.1% 55.9% 9
PM
5291
Penbrook Management
New York
$127M -$27.3M -18% 14.3% 84.4% 112
IPW
5292
Intergy Private Wealth
Colorado
$127M -$16.6M -12% 14.9% 52.6% 68
AWA
5293
Acorn Wealth Advisors
Michigan
$127M -$18.6M -13% 11.7% 42% 186
CBT
5294
CoreFirst Bank & Trust
Kansas
$127M -$19.6M -13% 8.83% 48.5% 445
HG
5295
Herbst Group
Connecticut
$127M -$24.3M -16% 16.7% 111% 81
CMBA
5296
C.M. Bidwell & Associates
Hawaii
$126M -$26.2M -17% 12.1% 62% 592
CC
5297
Corsicana & Co
Texas
$126M -$27.9M -18% 13.2% 217
PHM
5298
Prospect Hill Management
New Jersey
$126M -$43.3M -26% 25.3% 99.3% 16
SFS
5299
Starfox Financial Services
Texas
$126M +$0 0% 10.7% 26
KC
5300
Kenfarb & Co
Kentucky
$126M +$0 0% 11.7% 168