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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFS
6526
Symphony Financial Services
Ohio
$116M 4.08% 85
DWS
6527
Dynamic Wealth Strategies
California
$116M -$652K -0.6% 1.29% 250
PHIC
6528
Pine Haven Investment Counsel
Massachusetts
$116M +$2.67M +2% 3.51% 72.3% 110
MMRF
6529
Michelson Medical Research Foundation
California
$116M -$48.7M -30% 0.65% 32
SLFPAM
6530
St. Louis Financial Planners Asset Management
Missouri
$116M +$5.15M +5% 4.96% 44
MFIMFI
6531
Mesirow Financial Investment Management - Fixed Income
Illinois
$116M +$40.7M +54% 0.68% 26% 13
BOM
6532
Bank of Marin
California
$116M +$2.35M +2% 4.28% 71.7% 126
WAM
6533
Waterfall Asset Management
New York
$116M -$29.4M -20% 2.86% 6
BPFA
6534
Barnes Pettey Financial Advisors
Mississippi
$116M +$510K +0.4% 1.83% 76.8% 100
AC
6535
Amitell Capital
Singapore
$116M -$2.04M -2% 7.34% 192% 47
LWA
6536
Ledgewood Wealth Advisors
New Hampshire
$116M +$8.37M +8% 2.76% 63
CH
6537
CVI Holdings
Delaware
$116M +$9.76M +9% 8.1% 23.8% 189
ONST
6538
Old North State Trust
North Carolina
$116M -$2.52M -2% 4.94% 133
RAM
6539
RK Asset Management
Michigan
$116M -$7.07M -6% 3.76% 21
IIL
6540
Insight Inv LLC
California
$116M +$513K +0.4% 1.62% 68.8% 89
SL
6541
Stevard LLC
Illinois
$116M +$4.79M +4% 7.17% 59
HFAS
6542
Hummer Financial Advisory Services
Illinois
$116M -$5.6M -5% 0.9% 55.1% 109
MFS
6543
Monetta Financial Services
Illinois
$116M +$4.93M +4% 8.75% 196% 55
EPCA
6544
Elizabeth Park Capital Advisors
Ohio
$116M -$5.02M -4% 1.07% 43.1% 52
AFP
6545
Alpha Financial Partners
Kentucky
$116M +$5.63M +5% 2.66% 84
TDC
6546
Thompson Davis & Co
Virginia
$115M -$32.3M -22% 13.6% 279% 140
NF
6547
NavPoint Financial
Minnesota
$115M +$151K +0.1% 2.83% 45
ACM
6548
Arlington Capital Management
Illinois
$115M -$5.13M -4% 3.75% 139% 103
DCM
6549
Davis Capital Management
Florida
$115M +$2.92M +3% 0.87% 326
SFSG
6550
Sound Financial Strategies Group
Mississippi
$115M -$5.17M -4% 1.67% 25% 106