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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FBCM
2451
Fort Baker Capital Management
California
$691M -$107M -13% 2.03% 31.3% 105
WAG
2452
Winthrop Advisory Group
Massachusetts
$691M +$51.2M +8% 8.6% 62.4% 147
B
2453
Bensler
Washington
$690M +$87.3M +14% 11.4% 79.1% 170
DG
2454
Discerene Group
Connecticut
$689M -$110M -14% 3.95% 78% 14
JWM
2455
JGP Wealth Management
Oregon
$689M +$15.3M +2% 6.75% 54.9% 177
ACG
2456
Allen Capital Group
Nebraska
$689M +$84.5M +14% 6.81% 41.3% 207
RWA
2457
River Wealth Advisors
Pennsylvania
$688M +$61.7M +10% 11.2% 69.8% 222
MAP
2458
Managed Asset Portfolios
Michigan
$687M +$27.5M +4% 8.1% 56.6% 42
KFGK
2459
Keystone Financial Group (Kentucky)
Kentucky
$686M +$111M +19% 10.1% 355
DC
2460
Dendur Capital
New York
$685M +$26.6M +4% 7.87% 109% 17
WIC
2461
Wilkins Investment Counsel
Massachusetts
$685M +$275M +67% 6.98% 34.3% 129
OCG
2462
Opus Capital Group
Ohio
$685M +$69.4M +11% 6.27% 36.8% 129
MIG
2463
McGuire Investment Group
Rhode Island
$685M +$85.2M +14% 14.8% 103% 122
RMC
2464
Resources Management Corp
Connecticut
$684M +$11.1M +2% 8.48% 63% 469
AIA
2465
Arbor Investment Advisors
North Carolina
$683M +$43.7M +7% 5.09% 34.7% 113
PWPS
2466
Pinnacle Wealth Planning Services
Ohio
$683M +$46M +7% 9.87% 68.6% 537
RIM
2467
Rockbridge Investment Management
New York
$682M +$28.6M +4% 3.57% 28.2% 666
BAM
2468
Bell Asset Management
Australia
$682M +$26.6M +4% 6.61% 46.1% 64
MBTD
2469
Mechanics Bank - Trust Department
California
$681M +$40.2M +6% 7.67% 57.8% 196
MWA
2470
Monograph Wealth Advisors
California
$681M +$124M +22% 7.86% 58.4% 165
IWS
2471
Insight Wealth Strategies
California
$681M +$62M +10% 7.18% 42.7% 185
KWM
2472
Keebeck Wealth Management
Illinois
$680M +$73.7M +12% 9.66% 66.9% 289
CM
2473
CastleKnight Management
New York
$679M +$55.6M +9% 4.51% 35.1% 316
FMP
2474
Financial Management Professionals
Texas
$679M +$64.8M +11% 7.84% 51.4% 1,133
CNBT
2475
Canandaigua National Bank & Trust
New York
$678M +$31.6M +5% 8.87% 276