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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PAG
5301
Powers Advisory Group
Illinois
$151M +$7.75M +5% 3.38% 35.8% 94
SFG
5302
Sterling Financial Group
California
$151M +$20.4M +16% 4.67% 70
KWM
5303
Kanen Wealth Management
Florida
$151M +$4.78M +3% 3.45% 137% 23
BCFD
5304
Boit C.F. David
$151M +$4.33M +3% 6.24% 63.5% 110
SFA
5305
Seneca Financial Advisors
New York
$151M -$4.96M -3% 5.03% 38.8% 57
HHRDM
5306
H&H Retirement Design & Management
Nevada
$151M -$6.53M -4% 1.72% 23.7% 58
BS
5307
Bessemer Securities
New York
$151M -$63.5M -30% 9.91% 45% 137
CCA
5308
Cora Capital Advisors
New Jersey
$150M +$16.2M +12% 6.89% 98
TWA
5309
Trellis Wealth Advisors
California
$150M +$14.3M +11% 6.23% 32
CASB
5310
Cape Ann Savings Bank
Massachusetts
$150M +$7.76M +5% 5.4% 53.2% 85
SCM
5311
Solas Capital Management
Connecticut
$150M -$37M -20% 4.17% 50.3% 27
LFASL
5312
Lugano Financial Advisors SA (LFA)
Switzerland
$150M +$18.1M +14% 2.54% 31.2% 177
HFCII
5313
H&F Corporate Investors IX
California
$150M +$9.45M +7% 6.71% 1
OCP
5314
Oakcliff Capital Partners
New York
$150M +$6.6M +5% 6.18% 152% 9
LAI
5315
Legal Advantage Investments
California
$150M +$13.8M +10% 11.2% 131% 98
IAG
5316
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 4.44% 51.7% 109
NVCHI
5317
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 4.46% 76.7% 91
UAM
5318
Unison Asset Management
Florida
$150M +$17.9M +14% 12.9% 107% 34
SGL
5319
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 6.16% 26
LB
5320
Legacy Bridge
Iowa
$150M +$6.47M +5% 5.91% 132% 298
ACM
5321
Adalta Capital Management
New York
$150M +$6.63M +5% 7.02% 65.8% 90
PSF
5322
Pacific Sun Financial
California
$150M 5.57% 174
HAFS
5323
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 6.08% 53.8% 33
SWP
5324
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 4.28% 45.2% 76
IIA
5325
Integral Investment Advisors
California
$149M +$9.68M +7% 6% 51.5% 83