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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HFAS
6176
Hummer Financial Advisory Services
Illinois
$98.1M -$4.09M -4% 2.9% 55.1% 100
RIA
6177
Richwood Investment Advisors
Ohio
$98.1M -$4.34M -4% 2.87% 51% 103
EI
6178
EDMP Inc
Florida
$97.9M -$7.11M -7% 1.91% 61% 70
FCC
6179
Flower City Capital
New York
$97.9M +$11.7M +14% 4.12% 47.1% 30
CI
6180
Centerstone Investors
New York
$97.9M -$2.54M -3% 6.68% 55.6% 25
MFP
6181
Meridian Financial Partners
Virginia
$97.7M -$68.7M -41% 2.06% 47.2% 92
HC
6182
Hoese & Co
Minnesota
$97.6M -$8.79M -8% 3.33% 42.7% 170
DM
6183
Delphi Management
Massachusetts
$97.6M +$1.39M +1% 0.2% 92
HA
6184
Hofer & Associates
California
$97.5M -$6.65M -6% 2.88% 52.8% 51
SFB
6185
STAR Financial Bank
Indiana
$97.5M -$9.6M -9% 3.77% 94
FDDB
6186
Fidelity D&D Bancorp
Pennsylvania
$97.3M 2.54% 96
CIA
6187
Caerus Investment Advisors
Texas
$97.2M +$8.79M +10% 2% 52.7% 38
KOMWMG
6188
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97M -$5.15M -5% 3.25% 39.8% 64
ISSM
6189
Invesco Senior Secured Management
New York
$96.8M -$12.1M -11% 0.99% 2.99% 11
WOSD
6190
WFA of San Diego
California
$96.7M -$5.11M -5% 3.9% 418
CWMGP
6191
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.6M -$338K -0.3% 3.67% 52.8% 60
FWA
6192
FSC Wealth Advisors
New York
$96.5M -$14.7M -13% 1.92% 37.5% 246
ABP
6193
Arthur B. Page
$96.4M -$8.75M -8% 3.69% 40.4% 48
PHIC
6194
Pine Haven Investment Counsel
Massachusetts
$96.4M -$3.95M -4% 3.24% 72.3% 103
KCM
6195
Knoll Capital Management
Florida
$96.3M +$14.7M +18% 0.37% 256% 38
PFP
6196
Paragon Financial Partners
California
$96.3M -$9.55M -9% 3.7% 94.9% 84
ULWM
6197
Upper Left Wealth Management
Florida
$96.1M +$6.17M +7% 4.04% 30.8% 60
TFP
6198
Tilia Fiduciary Partners
North Carolina
$96M -$15.9M -14% 2.03% 75.9% 534
OCA
6199
Otter Creek Advisors
Florida
$96M -$18.7M -16% 0.7% 117% 55
MFG
6200
Mendota Financial Group
Wisconsin
$96M +$7.43M +8% 0.84% 325