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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CIAS
2276
CFS Investment Advisory Services
New Jersey
$745M +$14.9M +2% 7.29% 42.1% 228
BFG
2277
Bouchey Financial Group
New York
$744M +$24.4M +3% 8.43% 50.5% 98
CC
2278
Cadinha & Co
Hawaii
$743M +$43.1M +6% 13.2% 126% 128
AC
2279
Abbrea Capital
California
$742M +$72.4M +11% 8.85% 38% 261
PIM
2280
Penobscot Investment Management
Massachusetts
$741M +$67.9M +10% 13% 84.3% 247
SCM
2281
Soleus Capital Management
Connecticut
$741M +$99.3M +15% 3.98% 275% 95
DCI
2282
Data Collective IV
California
$741M 15.9% 278% 5
SB
2283
Sunflower Bank
Texas
$741M +$31.9M +5% 6.9% 23% 208
FANJ
2284
Financial Architects (New Jersey)
New Jersey
$740M +$51.1M +7% 7.22% 31.3% 354
KL
2285
KWMG LLC
Kansas
$739M +$53.9M +8% 6.4% 43.5% 146
PAS
2286
Professional Advisory Services
Florida
$735M +$54.3M +8% 7.4% 45.3% 82
CG
2287
Column Group
California
$735M -$144M -16% 12.4% 15.7% 7
PHS
2288
Pekin Hardy Strauss
Illinois
$735M +$37.5M +5% 7.22% 61.2% 363
WM
2289
Wishbone Management
Illinois
$735M +$10.1M +1% 4.12% 27.4% 11
FVWA
2290
Foster Victor Wealth Advisors
South Carolina
$735M +$110M +18% 8.05% 58.7% 159
AFP
2291
Ausdal Financial Partners
Iowa
$734M +$62.2M +9% 6.94% 42.6% 523
TFA
2292
Toth Financial Advisory
Virginia
$733M +$75.2M +11% 12.6% 72.9% 853
FAT
2293
First American Trust
California
$732M +$70M +11% 9.81% 78.9% 174
BIM
2294
Bridgecreek Investment Management
Oklahoma
$732M +$32.5M +5% 7.13% 48.4% 121
CC
2295
Clearline Capital
New York
$732M -$28.1M -4% 1.33% 9.29% 206
VA
2296
VR Adviser
New York
$732M -$47M -6% 2.68% 863% 29
SFBLI
2297
Southern Farm Bureau Life Insurance
Mississippi
$730M +$47.2M +7% 5.8% 43.8% 34
FSWA
2298
Financial Synergies Wealth Advisors
Texas
$730M -$1.59M -0.2% 4.69% 48.6% 72
HIC
2299
Hartline Investment Corp
Illinois
$730M +$10.4M +1% 15.4% 151% 126
DP
2300
DDD Partners
Washington
$729M +$61M +9% 7.45% 72.4% 85