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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PP
5701
PFS Partners
New Jersey
$174M +$15.3M +10% 6.16% 38.2% 461
EB
5702
Emprise Bank
Kansas
$174M +$11.5M +7% 5.11% 108
MPCG
5703
Matrix Private Capital Group
New York
$174M +$14.4M +9% 6.4% 56.3% 156
DCM
5704
Delta Capital Management
New Jersey
$173M +$8.03M +5% 6.44% 50.3% 89
CP
5705
Castleview Partners
Texas
$173M -$2.52M -1% 6.43% 47.4% 959
TCPG
5706
Trivant Custom Portfolio Group
California
$173M +$10.6M +6% 5.99% 202
IOOF
5707
Independent Order of Foresters
Ontario, Canada
$173M +$11.1M +7% 6.25% 58.2% 15
CBT
5708
CoreFirst Bank & Trust
Kansas
$173M +$24.5M +16% 8.38% 48.5% 344
GHA
5709
Granite Harbor Advisors
Texas
$173M +$15.1M +10% 5.1% 91
ACM
5710
AUA Capital Management
Pennsylvania
$173M +$6.62M +4% 5.51% 56.7% 84
BCM
5711
Banyan Capital Management
Georgia
$173M +$7.08M +4% 7.81% 63.3% 18
MA
5712
Minerva Advisors
Pennsylvania
$173M +$22.6M +15% 21.2% 111% 57
HWMT
5713
Heritage Wealth Management (Texas)
Texas
$173M +$12M +7% 6.73% 40
PPWM
5714
PFG Private Wealth Management
Florida
$172M +$7.58M +5% 4.49% 39.9% 258
ACA
5715
American Capital Advisory
Idaho
$172M +$32.5M +23% 6.32% 532
NPFS
5716
Novak & Powell Financial Services
Florida
$172M +$11.5M +7% 6.78% 157
CASB
5717
Cape Ann Savings Bank
Massachusetts
$172M +$11.2M +7% 5.65% 53.2% 92
PBM
5718
Propel Bio Management
California
$172M +$18.2M +12% 35.5% 27
KFS
5719
Kaizen Financial Strategies
California
$172M +$11.9M +7% 6.77% 92.7% 147
WAM
5720
Werlinich Asset Management
Connecticut
$172M +$11.6M +7% 8.89% 129% 64
FWS
5721
FinDec Wealth Services
California
$172M +$13.8M +9% 5.82% 42
BMMM
5722
Boston Mountain Money Management
Arkansas
$172M +$20.7M +14% 7% 66
QC
5723
Qalhat Capital
British Virgin Islands
$172M -$10.3M -6% 5.84% 64.6% 3
DC
5724
Darrow Company
Massachusetts
$172M +$18.3M +12% 5.4% 35.1% 50
MSWM
5725
Mader & Shannon Wealth Management
Missouri
$172M +$5.63M +3% 8.27% 34.7% 15