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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MA
2051
MONECO Advisors
Connecticut
$966M +$18M +2% 0.9% 56.6% 502
EC
2052
Estate Counselors
Wisconsin
$965M +$29.3M +3% 1.05% 43.1% 129
CCFM
2053
Clear Creek Financial Management
Washington
$965M +$39.5M +4% 1.99% 55.7% 548
JFA
2054
JNBA Financial Advisors
Minnesota
$965M -$14.6M -1% 1.07% 46.1% 692
WFAG
2055
Wescott Financial Advisory Group
Pennsylvania
$965M -$424K -0% 1.19% 45.4% 180
KGI
2056
Kopernik Global Investors
Florida
$964M +$29.3M +3% 13.3% 119% 35
AWA
2057
Amplius Wealth Advisors
Pennsylvania
$962M -$13.8M -1% 2.26% 47.9% 190
GA
2058
GRS Advisors
Illinois
$961M -$52.7M -5% 0.63% 26.5% 41
AH
2059
Allen Holding
New York
$961M +$49.3M +5% 13.1% 125% 14
TIM
2060
Tortoise Investment Management
New York
$960M +$13M +1% 0.04% 30.9% 882
CGA
2061
Crescent Grove Advisors
Illinois
$960M -$49M -5% 4.54% 37.6% 291
MNBTD
2062
Moody National Bank Trust Division
Texas
$959M +$3.03M +0.3% 2.87% 140% 514
TA
2063
Townsend & Associates
Colorado
$959M -$17.4M -2% 4.35% 43.8% 106
PP
2064
PrairieView Partners
Minnesota
$958M +$1.68M +0.2% 0.01% 34% 403
TIA
2065
Traphagen Investment Advisors
New Jersey
$958M -$25M -3% 1.77% 44% 192
DG
2066
Discerene Group
Connecticut
$957M +$232M +32% 25.5% 78% 13
PIA
2067
Petredis Investment Advisors
Pennsylvania
$957M -$11.1M -1% 4.4% 102
PCM
2068
Parsifal Capital Management
Connecticut
$956M -$243M -20% 1.61% 130% 21
FFP
2069
FourThought Financial Partners
Florida
$956M -$7.07M -0.7% 0.68% 338
QC
2070
Quent Capital
New York
$953M -$12.8M -1% 0.82% 64.7% 1,378
AC
2071
Avenir Corporation
Virginia
$953M -$23.8M -2% 1.67% 68.6% 72
C
2072
Certuity
Florida
$953M +$32.2M +3% 0.94% 94.1% 433
CCA
2073
Conservest Capital Advisors
Pennsylvania
$952M -$15.9M -2% 1.88% 45.7% 118
AAIM
2074
Asset Advisors Investment Management
Georgia
$952M -$4.2M -0.4% 0.32% 62.5% 113
KAM
2075
Kensington Asset Management
Texas
$952M -$755M -44% 0.35% 35