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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFG
1926
Berger Financial Group
Minnesota
$757M +$76.1M +11% 7.54% 49.4% 267
AWMS
1927
Advocacy Wealth Management Services
Georgia
$757M +$72M +11% 4.63% 29.7% 147
AAG
1928
Armstrong Advisory Group
Massachusetts
$757M – – 6.63% – 808
NAS
1929
Nicolet Advisory Services
Wisconsin
$757M +$143M +23% 7.58% 51.9% 247
PCP
1930
P2 Capital Partners
New York
$756M -$54M -7% 14.1% 20.3% 20
VF
1931
Virtu Financial
New York
$756M -$336M -31% 6.88% 87.7% 2,634
ACM
1932
Advance Capital Management
Michigan
$755M -$62.9M -8% 9.01% 47.8% 112
MIA
1933
MMBG Investment Advisors
Florida
$755M +$8.24M +1% 4.4% 109% 168
MCM
1934
Maple Capital Management
Vermont
$755M -$37.4M -5% 7.81% 104% 101
KA
1935
Kintegral Advisory
New York
$755M +$34.2M +5% 9.64% 105% 331
RIM
1936
Redwood Investment Management
Arizona
$755M +$279M +59% 10.4% 50.3% 303
AWA
1937
Arkadios Wealth Advisors
Georgia
$754M +$96.6M +15% 8.02% 72.3% 590
MW
1938
Marcum Wealth
Ohio
$754M +$94.9M +14% 8.92% 20% 416
CISOA
1939
Capital Investment Services of America
Wisconsin
$754M +$17.5M +2% 8.52% 91% 73
FTDI
1940
First Trust Direct Indexing
Massachusetts
$754M +$69.3M +10% 11.7% 69.1% 716
WC
1941
Woodstock Corp
Massachusetts
$752M +$80.2M +12% 12.9% 97.4% 173
AIP
1942
ARS Investment Partners
New York
$752M +$24.5M +3% 13.9% 122% 190
NCM
1943
Narwhal Capital Management
Georgia
$752M +$61.6M +9% 10.1% 85.2% 166
RCYC
1944
Richard C. Young & Co
Rhode Island
$751M +$97.5M +15% 14.6% 53.3% 79
FG
1945
Fiduciary Group
Georgia
$751M -$21.2M -3% 9.26% 57.5% 237
RWM
1946
RKL Wealth Management
Pennsylvania
$748M +$54M +8% 7.97% 53% 135
TC
1947
Towle & Co
Colorado
$748M +$136M +22% 18% 74.6% 73
HCS
1948
Himension Capital (Singapore)
Singapore
$748M -$195M -21% 12.1% 239% 12
SAM
1949
SP Asset Management
California
$747M +$16.3M +2% 6.09% 111% 116
RI
1950
Redwood Investments
Massachusetts
$747M +$2.53M +0.3% 8.21% 74.1% 129
76 77
78
79 80