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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PCI
2401
Planning Center Inc
Illinois
$788M -$23.4M -3% 2.83% 42.7% 75
NA
2402
Nottingham Advisors
New York
$788M -$116M -13% 2.2% 36.7% 152
ACA
2403
Atlas Capital Advisors
Wyoming
$788M +$132M +20% 0.06% 70.1% 991
CWM
2404
Cabot Wealth Management
Massachusetts
$787M -$12.5M -2% 0.21% 70.4% 132
OCG
2405
Opus Capital Group
Ohio
$787M -$12.8M -2% 2.11% 36.8% 126
ME
2406
McIlrath & Eck
Washington
$784M +$8.06M +1% 0.87% 43.8% 1,040
LJAC
2407
L.J. Altfest & Co
New York
$784M +$32.9M +4% 1.31% 48.6% 375
SOW
2408
State of Wyoming
Wyoming
$784M +$83.2M +12% 2.85% 94.2% 1,920
SFM
2409
Signet Financial Management
New Jersey
$783M -$1.07M -0.1% 0.93% 63.3% 282
JWBC
2410
J.W. Burns & Co
New York
$783M +$13.9M +2% 2.52% 74.8% 192
GEM
2411
Global Endowment Management
North Carolina
$782M -$208M -21% 2.89% 32.7% 156
BMC
2412
Battery Management Corp
Massachusetts
$781M +$456M +140% 7.88% 8.03% 7
RIM
2413
Rockbridge Investment Management
New York
$780M +$8.19M +1% 2.33% 28.2% 137
CA
2414
Continuum Advisory
Idaho
$780M -$3.2M -0.4% 0.44% 55.9% 1,990
NCA
2415
Newbrook Capital Advisors
New York
$780M +$38.2M +5% 20.1% 256% 26
CB
2416
Community Bank
New York
$780M -$13M -2% 0.2% 50.4% 405
LI
2417
LVZ Inc
Michigan
$780M -$1.84M -0.2% 1.2% 38.7% 162
RFA
2418
RTD Financial Advisors
Pennsylvania
$780M -$10.4M -1% 1.07% 32.6% 114
GWWM
2419
Great Waters Wealth Management
Minnesota
$779M +$37.7M +5% 2.19% 116
GWSG
2420
GPS Wealth Strategies Group
Colorado
$779M +$28.5M +4% 4.16% 95.5% 1,454
AAA
2421
Adams Asset Advisors
Texas
$779M +$22.7M +3% 3.12% 26.3% 80
CCA
2422
Canyon Capital Advisors
Texas
$779M -$49.2M -6% 2.88% 29.4% 17
AIA
2423
Absolute Investment Advisers
Florida
$777M +$45M +6% 0.82% 1.21% 145
SSP
2424
Sixth Street Partners
Texas
$777M +$35.2M +5% 0.65% 63.4% 20
CM
2425
Conifer Management
New York
$776M -$97.8M -11% 18.6% 156% 6