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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
2176
Circle Wealth Management
New Jersey
$629M -$133M -17% 16.6% 58.9% 188
GAM
2177
Griffin Asset Management
New York
$627M -$145M -19% 16.1% 82.7% 235
MGP
2178
Metis Global Partners
California
$625M -$208M -25% 14.4% 99.5% 578
GCA
2179
Greenwood Capital Associates
South Carolina
$625M +$244M +64% 12% 60.4% 228
SCM
2180
Soleus Capital Management
Connecticut
$624M -$24.3M -4% 13.2% 275% 87
HIA
2181
Harbor Investment Advisory
Maryland
$624M -$130M -17% 15.2% 75.5% 1,451
BFG
2182
Bouchey Financial Group
New York
$624M -$122M -16% 16.2% 50.5% 108
ZF
2183
Zhang Financial
Michigan
$623M +$30.8M +5% 14% 58.4% 237
JGUA
2184
John G. Ullman & Associates
New York
$623M -$98.6M -14% 9.73% 60.4% 177
TF
2185
Tompkins Financial
New York
$622M -$87.2M -12% 10.9% 60.8% 627
CIA
2186
CCM Investment Advisers
South Carolina
$622M -$111M -15% 14.3% 115% 68
AWMS
2187
Advocacy Wealth Management Services
Georgia
$622M +$46.8M +8% 9.11% 29.7% 211
HVM
2188
Harvest Volatility Management
Connecticut
$621M -$264M -30% 19.8% 24.3% 141
ITP
2189
Iron Triangle Partners
Connecticut
$620M -$220M -26% 8.08% 134% 38
PWMAG
2190
Pinnacle Wealth Management Advisory Group
New Jersey
$620M -$73.5M -11% 13.2% 62.4% 310
EIM
2191
Essex Investment Management
Massachusetts
$619M -$183M -23% 17.2% 215% 452
RMC
2192
Resources Management Corp
Connecticut
$619M -$96.9M -14% 12.2% 63% 535
AWA
2193
Amplius Wealth Advisors
Pennsylvania
$618M -$31.8M -5% 13.5% 47.9% 204
LP
2194
LGL Partners
Pennsylvania
$618M -$129M -17% 14.8% 56.7% 106
AB
2195
Aozora Bank
Japan
$616M +$287M +87% 10% 2.61% 4
PAM
2196
Private Asset Management
California
$616M -$122M -17% 14.1% 38.2% 148
HBT
2197
Hills Bank & Trust
Iowa
$615M -$86.6M -12% 14.6% 55.1% 267
VCP
2198
Vista Capital Partners
Oregon
$614M -$158M -20% 16.1% 50.2% 98
NSEDCP
2199
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 13.4% 98.3% 501
FSWA
2200
Financial Synergies Wealth Advisors
Texas
$614M -$21.3M -3% 14.8% 48.6% 495