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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ARS
5626
Adirondack Retirement Specialists
New York
$129M +$1.16M +0.9% 1.8% 13.1% 152
WFA
5627
Wells Financial Advisors
Massachusetts
$129M -$3.81M -3% 3.09% 44.3% 65
BCCM
5628
Blue Creek Capital Management
Hong Kong
$129M +$7.24M +6% 21.6% – 5
OIS
5629
Okabena Investment Services
Minnesota
$129M -$8.07M -6% 4.05% 58.7% 159
CHA
5630
Cooper/Haims Advisors
New York
$129M -$1.81M -1% 3.63% 42.9% 80
LWP
5631
Laurel Wealth Planning
Minnesota
$128M -$11.6M -8% 4.03% 39.4% 54
CNFG
5632
Creegan & Nassoura Financial Group
New Hampshire
$128M -$6.98M -5% 3.33% 48.6% 77
AC
5633
Addison Capital
Pennsylvania
$128M -$11.8M -8% 4.46% 61% 108
ONST
5634
Old North State Trust
North Carolina
$128M -$6.98M -5% 2.75% – 150
JAM
5635
Jacobs Asset Management
New York
$128M +$1.34M +1% 1.52% 42.4% 40
AWS
5636
Aspen Wealth Strategies
Colorado
$128M -$3.46M -3% 2.58% – 82
SNBOSCI
5637
Security National Bank of Sioux City Iowa
Iowa
$128M -$4.41M -3% 1.92% – 95
AWMNH
5638
Arcadia Wealth Management (New Hampshire)
New Hampshire
$128M -$7.36M -5% 3.62% – 55
HWP
5639
Hibernia Wealth Partners
Louisiana
$128M – – 3.3% – 351
MCM
5640
Mork Capital Management
California
$128M -$2.18M -2% 1.58% 36.6% 119
BC
5641
Barnett & Company
Tennessee
$128M -$6.54M -5% 0.6% 49.5% 85
AFA
5642
Atlas Financial Advisors
California
$128M +$56.9M +80% 6.2% 5.36% 45
TC
5643
Tacita Capital
Ontario, Canada
$128M -$8.32M -6% 4.86% 43.9% 198
IRM
5644
Income Research & Management
Massachusetts
$128M -$33.1M -21% 0% 0.84% 16
PFMU
5645
Privium Fund Management (UK)
United Kingdom
$128M +$793K +0.6% 1.52% 71.8% 95
WWM
5646
Westwood Wealth Management
California
$128M -$6.36M -5% 3% 309% 44
KHC
5647
Koesten Hirschmann & Crabtree
Kansas
$128M -$4.51M -3% 3.9% – 184
HIP
5648
HPS Investment Partners
New York
$127M -$15.3M -11% 23.1% 55.9% 8
HIP
5649
Hatteras Investment Partners
North Carolina
$127M -$20.9M -14% 13.7% – 1
BAM
5650
Boyar Asset Management
New York
$127M -$7.81M -6% 3.81% 64.5% 81
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