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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BGAI
6426
Bruce G. Allen Investments
Colorado
$122M +$11.8M +11% 6.88% 1,051
PMSA
6427
Patrick M. Sweeney & Associates
Illinois
$122M +$12.3M +11% 10.1% 135
CPA
6428
Clear Point Advisors
New York
$122M +$8.42M +7% 6.41% 594
FI
6429
Firetrail Investments
Australia
$122M -$14.2M -10% 15.7% 24
PFP
6430
Paragon Financial Partners
California
$121M +$17.3M +17% 14.6% 94.9% 82
NJIM
6431
Nabity-Jensen Investment Management
Nebraska
$121M +$10.3M +9% 10.3% 83
BCPE
6432
Bain Capital Public Equity
Massachusetts
$121M -$3.68M -3% 18.6% 35
GC
6433
Glenorchy Capital
Australia
$121M +$14.7M +14% 5.82% 70
LAM
6434
Lewis Asset Management
California
$121M +$12.7M +12% 19.4% 125
CPG
6435
Custom Portfolio Group
Colorado
$121M +$8.93M +8% 4.95% 246
HFAS
6436
Hummer Financial Advisory Services
Illinois
$121M +$12M +11% 8.56% 55.1% 109
SA
6437
swisspartners Advisors
Switzerland
$121M +$6.81M +6% 15.8% 60.3% 31
JHWEPV
6438
J.H. Whitney Equity Partners VII
Connecticut
$121M -$9.24M -7% 7.09% 131% 1
PFS
6439
Prospect Financial Services
New York
$121M +$22M +22% 10.9% 77
CG
6440
Clifford Group
Massachusetts
$121M +$13.2M +12% 8.29% 75
BAM
6441
BTS Asset Management
Massachusetts
$121M -$11.7M -9% 0.76% 10.5% 37
UL
6442
Unionview LLC
Washington
$121M +$9.5M +9% 8.29% 21.2% 95
D
6443
Dentgroup
Louisiana
$121M +$8.23M +7% 6.87% 47.2% 82
OA
6444
Oceanside Advisors
South Carolina
$121M +$7.52M +7% 5.43% 49
EMAM
6445
Encompass More Asset Management
California
$121M +$31.7M +36% 6.66% 129
ASFA
6446
All Season Financial Advisors
Colorado
$121M +$3.06M +3% 6.16% 33.7% 120
FWM
6447
FMA Wealth Management
Massachusetts
$121M +$11M +10% 4.63% 41
TFM
6448
Trademark Financial Management
Minnesota
$121M -$15.6M -11% 7.81% 92
EWM
6449
Echo Wealth Management
Minnesota
$121M +$13.4M +13% 5.51% 40.5% 45
GAA
6450
Guardian Asset Advisors
Pennsylvania
$121M +$14M +13% 8.64% 105