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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIS
6751
Accredited Investor Services
Minnesota
$132M +$12.6M +11% 10.2% 73
KCIC
6752
Kuhn & Co Investment Counsel
Illinois
$132M +$13.7M +12% 8.38% 135
LAMNM
6753
Longview Asset Management (New Mexico)
New Mexico
$132M +$15.8M +14% 8.97% 59
PI
6754
Pachira Investments
California
$132M -$10M -7% 9.5% 73.1% 58
MWM
6755
Moulton Wealth Management
Washington
$132M +$1.1M +0.8% 5.14% 19.2% 43
IA
6756
IFS Advisors
Kansas
$132M +$9.01M +7% 7.69% 47.2% 205
ACM
6757
Alethea Capital Management
Washington
$132M -$1.89M -1% 5.51% 162% 33
GEH
6758
General Equity Holdings
New York
$132M +$21.8M +20% 48.2% 1,373% 10
CAP
6759
Columbia Advisory Partners
Washington
$132M +$16.8M +15% 7.25% 41.7% 84
RWM
6760
Riverbend Wealth Management
South Carolina
$132M +$20.3M +18% 10% 144
AIA
6761
Affinity Investment Advisors
California
$132M +$9.32M +8% 14.6% 103% 163
TPBG
6762
Turning Point Benefit Group
Maryland
$132M +$25.1M +23% 6.85% 80
SCM
6763
Sunbeam Capital Management
Georgia
$132M +$27M +26% 11.4% 92
NDBT
6764
North Dallas Bank & Trust
Texas
$132M 9.18% 99
BGAI
6765
Bruce G. Allen Investments
Colorado
$132M +$5.62M +4% 5.09% 1,154
HWMC
6766
Heritage Wealth Management (California)
California
$132M +$14.8M +13% 10.3% 88
PBRA
6767
Pine Brook Road Advisors
New York
$132M +$4.21M +3% 3.39% 2
LFA
6768
Laraway Financial Advisors
Minnesota
$132M +$5.97M +5% 8.41% 66.1% 125
AWA
6769
Authentikos Wealth Advisory
California
$132M +$13.1M +11% 4.61% 63
CMMS
6770
Comprehensive Money Management Services
Florida
$132M +$7.96M +6% 4.9% 189
OO
6771
Obsido Oy
$132M +$15.1M +13% 10.2% 20
MWA
6772
Merkkuri Wealth Advisors
New York
$132M +$15M +13% 7.3% 86
CP
6773
Catalys Pacific
Japan
$132M -$17M -11% 9.04% 2
OC
6774
Opinicus Capital
Florida
$132M +$18.5M +16% 13.1% 108
KFSN
6775
Keystone Financial Services (Nebraska)
Nebraska
$132M +$13.5M +11% 8.01% 51