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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KBFS
2326
Kohmann Bosshard Financial Services
Ohio
$805M +$62.6M +8% 6.21% 32.4% 205
FMP
2327
Financial Management Professionals
Texas
$805M +$76.8M +11% 6.03% 51.4% 1,073
FSWA
2328
Financial Synergies Wealth Advisors
Texas
$805M +$63M +8% 6.56% 48.6% 79
PO
2329
Paradigm Operations
California
$805M -$199M -20% 19.8% 659% 1
RIM
2330
RW Investment Management
Idaho
$804M +$64.2M +9% 5.53% 95
MA
2331
MONECO Advisors
Connecticut
$803M +$123M +18% 5.92% 56.6% 454
RBC
2332
Romano Brothers & Co
Illinois
$803M +$80.9M +11% 8.67% 61.7% 315
HIC
2333
Hartline Investment Corp
Illinois
$802M +$57.6M +8% 5.93% 151% 106
ACM
2334
Ashford Capital Management
Delaware
$801M +$60.6M +8% 11.8% 111% 106
KC
2335
Kryger Capital
United Kingdom
$801M -$70.8M -8% 6.52% 453% 22
SAM
2336
Stansberry Asset Management
Texas
$801M +$38.2M +5% 10.1% 63.2% 131
PWA
2337
Provenance Wealth Advisors
Florida
$800M +$85.1M +12% 7.07% 604
OCG
2338
Opus Capital Group
Ohio
$800M +$98.7M +14% 5.69% 36.8% 133
CWM
2339
Cabot Wealth Management
Massachusetts
$800M +$37.1M +5% 6.27% 70.4% 141
BIM
2340
Barton Investment Management
Pennsylvania
$800M +$48M +6% 7.37% 218% 49
CFP
2341
Cascade Financial Partners
California
$798M +$37.2M +5% 4.51% 244
FPCP
2342
Fort Point Capital Partners
California
$798M +$18.9M +2% 5.6% 51.4% 338
HMCP
2343
Hook Mill Capital Partners
New York
$797M +$127M +19% 14.7% 50
HWCM
2344
Hudson Way Capital Management
Texas
$797M +$72.3M +10% 13.9% 133% 15
PGA
2345
Portland Global Advisors
Maine
$796M +$58.5M +8% 5.53% 37.2% 136
CM
2346
Condire Management
Texas
$796M +$55.1M +7% 3.73% 114% 18
MCM
2347
Mattern Capital Management
Colorado
$795M +$70.7M +10% 10.6% 41.6% 163
PAG
2348
Private Advisory Group
Washington
$794M +$32.5M +4% 4.23% 139% 224
CPBTD
2349
Central Pacific Bank - Trust Division
Hawaii
$793M -$45.5M -5% 6.8% 985
B
2350
Bensler
Washington
$793M +$49.6M +7% 5.6% 79.1% 170