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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MA
5576
MAS Advisors
Florida
$104M -$6.51M -6% 4.54% 34.4% 103
ARS
5577
Adirondack Retirement Specialists
New York
$104M +$5.62M +6% 2.1% 13.1% 152
CCP
5578
Carmel Capital Partners
California
$104M -$3.51M -3% 3.49% 70.6% 125
LFG
5579
Leverty Financial Group
Wisconsin
$103M -$3.88M -4% 7.29% 46% 24
WPEP
5580
Walnut Private Equity Partners
Nebraska
$103M -$2.31M -2% 2.94% 67% 15
PWM
5581
Penobscot Wealth Management
Maine
$103M +$826K +0.8% 6.76% 44.2% 62
RTC
5582
Riverview Trust Company
Washington
$103M -$11.4M -10% 5.44% 71.7% 932
HBW
5583
Hazlett, Burt & Watson
West Virginia
$103M -$5.87M -5% 4.64% 66.1% 666
WFA
5584
Wells Financial Advisors
Massachusetts
$103M -$7.49M -7% 5.3% 44.3% 64
BGI
5585
BlueDrive Global Investors
United Kingdom
$103M -$38.2M -27% 3.5% 24.7% 7
VI
5586
Visa Inc
California
$103M -$7.49M -7% 2.32% 4
DAM
5587
Diamant Asset Management
Connecticut
$103M -$8.04M -7% 5.28% 62.8% 65
YAVAPFMC
5588
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$103M -$8.56M -8% 5.93% 94.8% 57
FAG
5589
Fortitude Advisory Group
Washington
$103M -$4.19M -4% 4.75% 104% 213
GWAM
5590
Guardian Wealth Advisors (Minnesota)
Minnesota
$103M -$5.76M -5% 4.85% 43.2% 63
OCA
5591
Otter Creek Advisors
Florida
$103M -$8.63M -8% 0.15% 117% 56
MC
5592
Metavasi Capital
New York
$103M -$5.08M -5% 3.78% 458% 29
PFG
5593
Peterson Financial Group
Iowa
$103M -$3.4M -3% 4.89% 32.4% 81
MC
5594
Muzinich & Co
New York
$103M -$15.6M -13% 8.63% 10.7% 57
PPWM
5595
Paragon Private Wealth Management
Kentucky
$103M +$8.95M +10% 3.92% 67.7% 129
TIM
5596
Tevis Investment Management
Texas
$103M -$1.73M -2% 5.44% 53.4% 512
FHC
5597
Fort Henry Capital
West Virginia
$103M -$4.4M -4% 5.78% 25.3% 15
SC
5598
Soundwatch Capital
Connecticut
$103M +$11.8M +13% 4.94% 65.5% 14
BMD
5599
Better Money Decisions
New Mexico
$103M -$15.4M -13% 4.8% 32.7% 489
IAC
5600
ION Acquisition Corp
Israel
$103M +$5.43M +6% 12.7% 5