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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IWM
2451
Integrated Wealth Management
California
$299M +$30.3M +11% 5.1% 276
FTI
2452
Fiduciary Trust International
Massachusetts
$298M +$6.14M +2% 3.86% 36.8% 107
HL
2453
HeadInvest LLC
Maine
$298M +$28.7M +11% 5.27% 53.3% 142
EA
2454
Echinus Advisors
New York
$297M -$720K -0.2% 3.34% 82.2% 8
RC
2455
Reik & Co
New York
$297M +$7.34M +3% 7.34% 46.1% 49
SAM
2456
Steinberg Asset Management
New York
$297M +$34.7M +13% 12.7% 84.4% 46
NCM
2457
Nelson Capital Management
California
$297M +$10.9M +4% 4.87% 115% 288
SNT
2458
Security National Trust
West Virginia
$297M +$18M +6% 4.83% 58.4% 448
AIA
2459
Arrow Investment Advisors
Maryland
$297M -$83.6M -22% 4.11% 29.9% 78
CIM
2460
Cambria Investment Management
California
$296M +$56.1M +23% 5.2% 50% 189
RCM
2461
Radnor Capital Management
Pennsylvania
$296M +$3.84M +1% 3.99% 58.3% 186
FIMG
2462
Financial & Investment Management Group
Michigan
$296M +$36.4M +14% 3.38% 18.9% 111
LKIM
2463
Lawson Kroeker Investment Management
Nebraska
$295M +$4.48M +2% 2.33% 61.2% 73
SHCM
2464
Stokes & Hubbell Capital Management
Louisiana
$295M +$37.7M +15% 4.52% 31.2% 96
HBT
2465
Hills Bank & Trust
Iowa
$295M +$9.95M +3% 4.75% 55.1% 128
DLCIG
2466
D.L. Carlson Investment Group
New Hampshire
$295M +$1.03M +0.4% 7.41% 114% 146
SCP
2467
Searchlight Capital Partners
New York
$294M +$6.73M +2% 2.37% 28.2% 2
SBWM
2468
Sunflower Bank Wealth Management
Arizona
$294M +$13.4M +5% 3.57% 33.7% 91
CBA
2469
Coastal Bridge Advisors
Connecticut
$293M +$36.4M +14% 14.3% 168% 96
MAM
2470
Morse Asset Management
Connecticut
$293M 11.8% 155% 135
CAMG
2471
CWA Asset Management Group
Florida
$293M +$58.8M +25% 4.89% 181
GC
2472
Gibson Capital
Pennsylvania
$293M -$1.08M -0.4% 3.79% 45.9% 35
GAG
2473
GM Advisory Group
New York
$293M +$6.39M +2% 4.59% 50.3% 125
FC
2474
Forte Capital
New York
$293M +$25.2M +9% 7.69% 98.3% 158
BFG
2475
Barber Financial Group
Kansas
$292M +$15.4M +6% 3.05% 39% 94