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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AAS
7101
AdviceOne Advisory Services
Connecticut
$113M 0.89% 30
BCP
7102
Bluegrass Capital Partners
Florida
$113M +$3.17M +3% 0.99% 90.7% 12
CFG
7103
Certior Financial Group
Pennsylvania
$113M 2.72% 118
AWMG
7104
ADG Wealth Management Group
Louisiana
$113M 0.51% 28
SIA
7105
Summit Investment Advisors
Maryland
$113M 0.97% 55
SA
7106
SRN Advisors
Pennsylvania
$112M -$380K -0.3% 1.72% 148% 125
BFWM
7107
Bright Futures Wealth Management
New York
$112M -$94.7M -46% 0.33% 247
BAS
7108
Brueske Advisory Services
Washington
$112M 1.17% 56
DWS
7109
Dynamic Wealth Strategies
California
$112M -$10.3M -8% 2.33% 235
MPW
7110
Magnolia Private Wealth
Pennsylvania
$112M 0.94% 104
RWM
7111
Riverbend Wealth Management
South Carolina
$112M 1.79% 114
PFG
7112
Putney Financial Group
California
$112M 6.37% 321
VIM
7113
Villanova Investment Management
Pennsylvania
$112M +$18.7M +20% 0.15% 60
AWA
7114
Arbor Wealth Advisors
Michigan
$112M +$1.36M +1% 3.17% 53
BF
7115
Baring Financial
Washington
$112M 1.87% 62
TCP
7116
Teleios Capital Partners
$112M 12.6% 1
SRCM
7117
Signature Resources Capital Management
California
$112M +$2.62M +2% 1.1% 403
CM
7118
CM Management
Florida
$112M -$13.3M -11% 3.12% 99.5% 66
CF
7119
Collier Financial
Colorado
$112M 1.54% 114
EFA
7120
Edge Financial Advisors
Illinois
$112M -$868K -0.8% 0.63% 97
SNPAM
7121
St. Nicholas Private Asset Management
Florida
$112M 2.19% 38
MAMG
7122
Milestone Asset Management Group
Connecticut
$112M 4.35% 95
IMC
7123
Investment Management Corporation
Virginia
$112M 1.81% 193
LFS
7124
Littlejohn Financial Services
Oregon
$112M 0.77% 53
TWA
7125
Trace Wealth Advisors
California
$112M 0.41% 56