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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HBT
5451
Heartland Bank & Trust
Illinois
$109M -$3.2M -3% 5.39% 102% 122
TC
5452
Touchstone Capital
Pennsylvania
$109M +$10.9M +11% 12.7% 22.6% 15
ASA
5453
Armstrong Shaw Associates
Connecticut
$109M +$7.39M +7% 8.36% 51.2% 43
LWP
5454
Laurel Wealth Planning
Minnesota
$109M +$6.81M +7% 5.05% 39.4% 142
SCC
5455
Steel Canyon Capital
Arizona
$109M +$4.98M +5% 9.02% 57.5% 28
SWA
5456
Safir Wealth Advisors
New Hampshire
$109M +$1.42M +1% 2.13% 40% 41
PC
5457
Prairiewood Capital
North Dakota
$109M +$11M +11% 10.6% 29.8% 73
IIM
5458
InTrack Investment Management
Vermont
$109M +$8.7M +9% 5.14% 69.7% 106
NWA
5459
Navis Wealth Advisors
New York
$109M -$1.79M -2% 5.01% 170% 176
HC
5460
Hatton Consulting
Arizona
$109M 0.25% 35
EGA
5461
Evermore Global Advisors
New Jersey
$109M +$17.7M +19% 31.4% 117% 19
BG
5462
Benedetti & Gucer
Georgia
$109M 5.12% 42.6% 87
BCPWM
5463
Bradley & Co Private Wealth Management
Florida
$108M 2.27% 175
SCA
5464
Sippican Capital Advisors
Massachusetts
$108M +$16.1M +17% 20.2% 61.7% 117
UAM
5465
Unison Asset Management
Florida
$108M +$7.46M +7% 13.9% 107% 29
SWA
5466
Sightline Wealth Advisors
Connecticut
$108M +$6.66M +7% 5.47% 37.2% 55
BDFN
5467
Bond & Devick Financial Network
Minnesota
$108M +$20.5M +23% 5.02% 39.4% 98
PIA
5468
Pinion Investment Advisors
Kansas
$108M +$13M +14% 5.29% 60.7% 159
AW
5469
Alaethes Wealth
Nevada
$108M 3% 89.4% 87
GWAM
5470
Guardian Wealth Advisors (Minnesota)
Minnesota
$108M +$7.11M +7% 5.63% 43.2% 65
BCM
5471
Billings Capital Management
Virginia
$108M 22% 9
WCM
5472
Washington Capital Management
Washington
$108M +$2.83M +3% 8.2% 51.4% 116
OA
5473
Ocean Arete
Hong Kong
$108M +$82.1M +321% 4.26% 20
4WM
5474
4J Wealth Management
Virginia
$108M +$3.6M +3% 3.35% 56.3% 76
FWP
5475
Firethorn Wealth Partners
Georgia
$107M +$14.9M +16% 5.97% 53.7% 145