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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BIS
6126
BG Investment Services
Guam
$102M -$8.69M -8% 5.37% 11
PHIC
6127
Pine Haven Investment Counsel
Massachusetts
$102M -$5.03M -5% 3.94% 72.3% 108
RCWM
6128
Royal Capital Wealth Management
Indiana
$102M -$865K -0.8% 1.7% 77.2% 109
AM
6129
Account Management
Massachusetts
$102M -$13.6M -12% 3.12% 89.7% 27
IDP
6130
In-Depth Partners
Florida
$102M -$62.6M -38% 16.2% 143% 14
BCM
6131
Barden Capital Management
Texas
$102M -$2.93M -3% 5.84% 74.1% 63
IA
6132
Integrity Advisory
Kansas
$102M 4.72% 80
KWM
6133
Kolinsky Wealth Management
New Jersey
$102M -$6.23M -6% 5.39% 45.2% 166
BPGAM
6134
BTG Pactual Global Asset Management
Bermuda
$102M +$5.79M +6% 0.41% 41.1% 89
CAIMH
6135
Central Asset Investments & Management Holdings
Hong Kong
$102M -$42.9M -30% 4.02% 350% 78
MFG
6136
Menard Financial Group
Texas
$101M -$20.5M -17% 4.07% 120% 159
DWA
6137
Delos Wealth Advisors
Texas
$101M -$3.59M -3% 0.91% 38.4% 466
JC
6138
JCSD Capital
California
$101M -$487K -0.5% 3.72% 67
FWM
6139
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 1.46% 64
ATGP
6140
Addition Three General Partner
New York
$101M -$24.8M -20% 36.9% 1
TBNY
6141
Trustco Bank (New York)
New York
$101M -$13.5M -12% 0.52% 71.2% 71
HFW
6142
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 5.63% 62.7% 64
GWM
6143
Guardian Wealth Management
Illinois
$101M -$3.2M -3% 4% 78.2% 243
OFG
6144
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 0.43% 49.6% 124
NCM
6145
Northland Capital Management
Minnesota
$101M -$16.7M -14% 4.09% 23.3% 23
LCM
6146
Linker Capital Management
Kentucky
$101M -$3.52M -3% 1.93% 40
CA
6147
Carson Advisory
Georgia
$101M +$1.83M +2% 0.08% 55.2% 146
DFC
6148
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 6.49% 34.5% 76
KCM
6149
KLK Capital Management
California
$100M -$4.63M -4% 1.96% 57
SF
6150
SBK Financial
Virginia
$100M -$25M -20% 5.38% 133