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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BDS
5651
Banco de Sabadell
Florida
$119M -$1.96M -2% 11.8% 64.4% 88
WAC
5652
William Allan Corp
Colorado
$119M +$10.6M +10% 11% 62% 51
BFA
5653
Buttonwood Financial Advisors
Maryland
$119M +$7.89M +7% 9.58% 67.4% 74
IFS
5654
Intelligent Financial Strategies
Minnesota
$119M +$23.4M +25% 11.4% 67% 100
JIM
5655
JCP Investment Management
Texas
$119M -$22.4M -16% 9.05% 81.1% 21
HHRDM
5656
H&H Retirement Design & Management
Nevada
$118M +$12.3M +12% 6.73% 23.7% 71
BOC
5657
Bull Oak Capital
California
$118M +$15.8M +15% 5.8% 24
OPWM
5658
Oxinas Partners Wealth Management
Indiana
$118M -$2.7M -2% 3.1% 74.6% 102
FWP
5659
Firethorn Wealth Partners
Georgia
$118M +$10.9M +10% 7.49% 53.7% 142
PSB
5660
Piscataqua Savings Bank
New Hampshire
$118M +$13.8M +13% 12.2% 64.9% 357
AWM
5661
Align Wealth Management
Oklahoma
$118M 6.98% 219
IDBONY
5662
Israel Discount Bank of New York
New York
$118M -$2.83M -2% 8.97% 37.6% 84
HMCP
5663
Hook Mill Capital Partners
New York
$118M 19.6% 30
MF
5664
Montis Financial
Massachusetts
$118M +$14.3M +14% 8.09% 52.1% 65
FNBOH
5665
First National Bank of Hutchinson
Kansas
$118M -$7.36M -6% 8.13% 97.7% 112
MPW
5666
Melone Private Wealth
Michigan
$118M +$3.53M +3% 5.69% 18.4% 56
BCM
5667
Brainard Capital Management
Texas
$118M 0.95% 108
HCM
5668
Horiko Capital Management
New York
$118M +$8.74M +8% 5.64% 136% 23
TIMH
5669
Tilt Investment Management Holdings
New York
$118M 8.86% 138
SWIM
5670
Smallwood Wealth Investment Management
New Jersey
$118M +$7.1M +6% 7.31% 23.6% 77
HWA
5671
Hilltop Wealth Advisors
North Carolina
$118M +$20.6M +21% 8.32% 40.7% 41
BWIA
5672
Bryant Woods Investment Advisors
New York
$118M +$11.8M +11% 7.9% 54% 42
MA
5673
Mosaic Advisors
Texas
$118M -$7.12M -6% 8.04% 30.3% 17
RFS
5674
Retirement Financial Solutions
Tennessee
$118M 5.8% 277
BCM
5675
BlueMar Capital Management
Florida
$118M -$18.3M -13% 11.6% 27.3% 36