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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AI
5926
Arrien Investments
Idaho
$118M +$15.2M +15% 2.83% 41
BFP
5927
Beacon Financial Planning
Massachusetts
$118M +$11M +10% 8.14% 31
TOTSC
5928
Trustees of the Smith College
Massachusetts
$118M -$16.1M -12% 1.34% 5
FU
5929
Fairfield University
Connecticut
$118M +$3.47M +3% 4.49% 47% 4
WCM
5930
Washington Capital Management
Washington
$118M +$5.32M +5% 3.61% 51.4% 121
GIM
5931
Guardian Investment Management
California
$118M -$15.9M -12% 7.32% 64.9% 58
DFA
5932
DHK Financial Advisors
New Hampshire
$118M +$37M +46% 3.94% 46.1% 62
PM
5933
Pharo Management
New York
$118M -$26.4M -18% 0.14% 5
IWP
5934
Innova Wealth Partners
Pennsylvania
$117M +$3.31M +3% 5.68% 55.4% 62
MVP
5935
Medina Value Partners
California
$117M +$7.48K +0% 10.3% 113% 19
BFM
5936
Broadview Financial Management
Wisconsin
$117M +$2.55M +2% 4.67% 42% 42
OFA
5937
Onyx Financial Advisors
Idaho
$117M +$8.37M +8% 4.68% 11
MFFIA
5938
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$117M -$768K -0.7% 2.89% 64
PIP
5939
PB Investment Partners
California
$117M +$4.86M +4% 10.7% 112% 12
KL
5940
KilterHowling LLC
Colorado
$117M +$14.4M +14% 4.5% 43.1% 54
CAM
5941
Costello Asset Management
Pennsylvania
$117M +$19.6M +20% 5.02% 53.6% 221
SCA
5942
Sassicaia Capital Advisers
New York
$117M +$1.63M +1% 29.6% 2,407% 56
KFS
5943
Kaizen Financial Strategies
California
$117M +$15.3M +15% 10.4% 92.7% 121
HIA
5944
Harvest Investment Advisors
Florida
$117M +$4.37M +4% 5.66% 54
DAM
5945
Doheny Asset Management
California
$117M +$5.3M +5% 8.98% 131% 75
NED
5946
Nancy E. Dempze
$117M +$6.72M +6% 7.39% 67.5% 65
OW
5947
Olistico Wealth
Oklahoma
$117M +$13.1M +13% 10.2% 115
JWM
5948
Jupiter Wealth Management
Colorado
$116M +$7.82M +7% 7.42% 80.3% 72
NLVP
5949
New Leaf Venture Partners
New York
$116M -$4.58M -4% 8.17% 15.2% 17
BAM
5950
Broadcrest Asset Management
Florida
$116M +$1.32M +1% 4.96% 67.4% 7