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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KA
2051
Kovack Advisors
Florida
$734M +$49.8M +7% 9.97% 93% 648
PTC
2052
Private Trust Company
Ohio
$734M +$59.7M +9% 5.53% 61.8% 2,396
LOIM
2053
Liberty One Investment Management
Illinois
$733M +$37.2M +5% 0.25% 32.7% 173
PMFA
2054
Plante Moran Financial Advisors
Michigan
$732M +$42.5M +6% 6.54% 55.9% 978
TCM
2055
Twin Capital Management
Pennsylvania
$732M -$39.8M -5% 10.2% 105% 316
VIP
2056
Vantage Investment Partners
Missouri
$732M +$87.1M +14% 8.72% 62.2% 71
JMFC
2057
J.M. Forbes & Co
Massachusetts
$731M +$38.3M +6% 6.88% 89.1% 110
TA
2058
Tectonic Advisors
Texas
$731M +$86.1M +13% 4.8% 36.2% 276
MTCM
2059
Mint Tower Capital Management
Netherlands
$731M -$156M -18% 1.31% 32.3% 403
BBCM
2060
Broad Bay Capital Management
New York
$730M +$26.1M +4% 23.1% 214% 19
PP
2061
PrairieView Partners
Minnesota
$729M +$51.8M +8% 3.57% 34% 514
FFP
2062
FourThought Financial Partners
Florida
$729M +$38.6M +6% 8.19% 342
SVWAG
2063
Sound View Wealth Advisors Group
Georgia
$729M -$178M -20% 5.53% 57.4% 412
QIM
2064
Quest Investment Management
Oregon
$729M -$93.7M -11% 9.2% 93% 95
KPM
2065
Kinetic Partners Management
Florida
$728M +$157M +27% 24.1% 27
JLBC
2066
J.L. Bainbridge & Co
Florida
$728M +$83.5M +13% 15.5% 94.7% 77
AWA
2067
Aaron Wealth Advisors
Illinois
$727M +$51.8M +8% 7.08% 68.4% 267
HCM
2068
Hengehold Capital Management
Ohio
$727M +$7.43M +1% 3.7% 38.9% 174
AIM
2069
Aigen Investment Management
New York
$727M +$19.9M +3% 4.38% 38% 884
RCYC
2070
Richard C. Young & Co
Rhode Island
$726M -$25.1M -3% 0.29% 53.3% 77
PP
2071
PDS Planning
Ohio
$725M +$99.6M +16% 5.11% 45.6% 309
BHB
2072
Bank Hapoalim BM
Israel
$724M -$78M -10% 7.25% 63.2% 173
AFP
2073
Ausdal Financial Partners
Iowa
$724M +$35.6M +5% 4.87% 42.6% 474
HBT
2074
Hills Bank & Trust
Iowa
$723M +$45.6M +7% 6.94% 55.1% 255
CPI
2075
Crestview Partners II
New York
$722M -$45.3M -6% 6.97% 148% 3