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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
APM
5876
Advanced Portfolio Management
New York
$151M +$98.5M +186% 1.63% 47
SF
5877
SWP Financial
California
$151M +$8.53M +6% 2.53% 53
AAMC
5878
Asset Allocation & Management Company
Illinois
$151M -$1.43M -0.9% 1.46% 43.9% 49
CGH
5879
CMG Global Holdings
Texas
$151M +$5.64M +4% 2.91% 70.7% 95
AIMA
5880
Ables Iannone Moore & Associates
Georgia
$151M +$11.2M +8% 9.9% 74
CFAM
5881
Center For Asset Management
Florida
$151M +$29M +24% 3.17% 41% 125
BGA
5882
Battery Global Advisors
Massachusetts
$151M +$27.8M +23% 2.8% 41
PCP
5883
Pacific Capital Partners
$151M -$1.76M -1% 1.6% 63
KIM
5884
Kestrel Investment Management
California
$151M +$1.2M +0.8% 3.28% 86.9% 44
BA
5885
Ballew Advisors
Mississippi
$151M +$6.03M +4% 2.38% 49.5% 105
CCM
5886
Chaney Capital Management
Washington
$151M +$26.5M +21% 5.72% 38
CAIMH
5887
Central Asset Investments & Management Holdings
Hong Kong
$151M +$61.1M +68% 10.7% 350% 66
SVBP
5888
Strategic Value Bank Partners
Ohio
$151M -$2.03M -1% 1.01% 25% 22
EWM
5889
Evergreen Wealth Management
Michigan
$151M +$3.19M +2% 2.87% 55
AWA
5890
Archvest Wealth Advisors
California
$151M +$9.41M +7% 1.54% 31.4% 65
PRI
5891
Prepared Retirement Institute
Pennsylvania
$151M +$16.9M +13% 1.08% 83
GFP
5892
Guardian Financial Partners
California
$151M +$4.87M +3% 1.82% 36.2% 46
CE
5893
Cornerstone Enterprises
Wisconsin
$151M +$14.7M +11% 7.61% 35
OPWM
5894
Oxinas Partners Wealth Management
Indiana
$150M -$3.79M -2% 4.72% 74.6% 133
HP
5895
Highlander Partners
Texas
$150M +$6.05M +4% 2.65% 185% 41
PJWM
5896
Philip James Wealth Mangement
Georgia
$150M +$9.07M +6% 1.48% 84
SPI
5897
Sutton Place Investors
New York
$150M -$51.8M -26% 2.99% 58.2% 158
WF
5898
Williams Financial
Vermont
$150M -$26.6K -0% 0.74% 21.1% 20
GWCM
5899
Godshalk Welsh Capital Management
Pennsylvania
$150M +$1.17M +0.8% 3.16% 54.9% 125
MA
5900
Minerva Advisors
Pennsylvania
$150M -$13.3M -8% 0.12% 111% 60