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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PK
5676
Pflug Koory
Nebraska
$180M -$18M -9% 1.07% – 399
SAM
5677
Sequent Asset Management
Texas
$180M -$23.6M -12% 1.86% 49% 89
GAAM
5678
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 2.52% 116% 86
FF
5679
Finley Financial
Nevada
$179M -$12.7M -7% 3.89% – 123
HWM
5680
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 2.22% 53.9% 121
HFS
5681
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 0.56% 27.8% 373
DWA
5682
Delap Wealth Advisory
Oregon
$179M +$12M +7% 0.36% – 84
DC
5683
Darrow Company
Massachusetts
$179M +$6.87M +4% 1.3% 35.1% 50
FPL
5684
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 0.35% – 189
BGA
5685
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 4.57% – 143
LB
5686
Legacy Bridge
Iowa
$179M -$12.6M -7% 4.51% 132% 337
RWS
5687
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 2.9% – 106
AIM
5688
Atlantic Investment Management
New York
$179M -$28M -14% 11.6% 19% 12
CC
5689
Carlson Capital
Texas
$179M +$9.38M +6% 6.72% 72% 56
TCM
5690
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 0.54% 93.1% 117
AIA
5691
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 2.37% 43% 80
LD
5692
Lipe & Dalton
New York
$179M -$9.84M -5% 1.4% 59.7% 97
MMHP
5693
Murphy Middleton Hinkle & Parker
Georgia
$179M +$1.7M +1% 1.39% 46.8% 137
GA
5694
Guerra Advisors
Florida
$179M -$1.68M -0.9% 3.65% – 68
GAM
5695
GEM Asset Management
Michigan
$179M -$777K -0.4% 2.47% – 100
VF
5696
Vawter Financial
Ohio
$178M +$12M +7% 1.19% – 107
TW
5697
Traveka Wealth
California
$178M -$2.95M -2% 0.72% – 157
IF
5698
IRON Financial
Illinois
$178M +$387K +0.2% 1.03% 39.7% 135
UOMF
5699
University of Massachusetts Foundation
Massachusetts
$178M -$7.6M -4% 1.24% 53.6% 4
RF
5700
RHS Financial
California
$178M -$15M -8% 1.45% 38% 148
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