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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JAA
7151
Joel Adams & Associates
North Carolina
$110M 2.36% 58
FFA
7152
Fortune Financial Advisors
Kansas
$110M -$344K -0.3% 0.94% 92
PCC
7153
Park Circle Company
Maryland
$110M -$2.2M -2% 0.96% 54% 109
POIA
7154
Pin Oak Investment Advisors
Texas
$110M +$0 0% 1.4% 43.5% 499
OFG
7155
Opulen Financial Group
Virginia
$110M 0.17% 87
RTC
7156
Riverview Trust Company
Washington
$110M -$4.03M -4% 0.75% 71.7% 920
SAM
7157
Seelaus Asset Management
New Jersey
$110M +$776K +0.7% 2% 87.7% 186
CTA
7158
Camelot Technology Advisors
California
$110M -$3.14M -3% 0.36% 62
AAA
7159
American Alpha Advisors
New York
$110M +$3.26M +3% 6.24% 89
PWM
7160
PMG Wealth Management
Illinois
$110M 0.6% 47
WWS
7161
Wellington Wealth Strategies
Indiana
$110M -$21.9M -17% 0.07% 93
MCI
7162
MRP Capital Investments
Georgia
$110M +$4.74M +5% 12.1% 242
BCG
7163
Barington Capital Group
New York
$110M +$15.3M +16% 1.32% 67.1% 10
CNBOF
7164
City National Bank of Florida
Florida
$110M 2.1% 117
CF
7165
Cyr Financial
Illinois
$110M +$2.57M +2% 0.48% 61
DWRES
7166
Divco West Real Estate Services
California
$110M -$4.32M -4% 2.78% 4
CL
7167
CVFG LLC
Indiana
$110M 1.78% 88
FF
7168
Fairway Financial
Florida
$110M 0.9% 21
MWML
7169
M Wealth Management LLC
California
$110M 1.09% 44
EMB
7170
Elefante Mark B
$110M 0.64% 50
MDA
7171
Minot DeBlois Advisors
Massachusetts
$109M 0.51% 309
SPWM
7172
Spartan Planning & Wealth Management
North Carolina
$109M 4.16% 71
SF
7173
SageOak Financial
Oklahoma
$109M 2.32% 45
SG
7174
Somerset Group
Minnesota
$109M +$960K +0.9% 2.21% 58.9% 62
SAM
7175
Sherman Asset Management
California
$109M 1.8% 177