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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FIG
2551
FundX Investment Group
California
$241M -$82.8M -26% 0.19% 94.6% 29
HF
2552
Hoxton Financial
West Virginia
$241M +$5.28M +2% 0.52% 15.3% 379
WAM
2553
Wavelength Asset Management
New York
$241M +$135M +126% 3.07% 39
TAM
2554
Toscafund Asset Management
United Kingdom
$240M +$33.3M +16% 3.07% 85.9% 10
HAIM
2555
Hunter Associates Investment Management
Pennsylvania
$240M -$13.5M -5% 2.66% 56.5% 146
PRCP
2556
Pacific Ridge Capital Partners
Oregon
$240M -$12.1M -5% 0.72% 97.5% 155
ICM
2557
Indaba Capital Management
California
$240M +$34.1M +17% 5.53% 23.4% 14
AWE
2558
Avidian Wealth Enterprises
Texas
$240M +$3.49M +1% 0.74% 47.9% 50
UFG
2559
United Fire Group
Iowa
$240M +$1.49M +0.6% 1.01% 27.5% 116
NAMP
2560
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239M +$6.26M +3% 0.19% 63.6% 108
NL
2561
NWAM LLC
Washington
$239M +$9.05M +4% 1.02% 89.7% 285
BL
2562
BCWM LLC
Kansas
$239M -$1.92B -89% 0.17% 102
F
2563
FolioMetrix
Nebraska
$239M +$40.7M +21% 1.79% 296
SCM
2564
Stonehill Capital Management
New York
$238M -$58.8M -20% 2.88% 11.5% 11
TJHA
2565
Thomas J. Herzfeld Advisors
Florida
$238M +$23.4M +11% 2.77% 21% 327
LI
2566
Lafayette Investments
Maryland
$238M +$2.1M +0.9% 1.18% 72% 71
CCM
2567
Castine Capital Management
Massachusetts
$238M +$3.98M +2% 4.67% 14.2% 54
PWW
2568
Pettyjohn Wood & White
Virginia
$237M -$3.84M -2% 1.11% 57.3% 135
SFA
2569
Sequoia Financial Advisors
Ohio
$237M +$18.4M +8% 1.77% 64% 206
SRCM
2570
Swift Run Capital Management
Virginia
$237M +$7.33M +3% 0.13% 12.5% 59
HFS
2571
Haverford Financial Services
Pennsylvania
$237M -$10.1M -4% 0.7% 58.6% 44
HS
2572
Huntington Steele
Pennsylvania
$236M +$2.57M +1% 2.32% 69.8% 52
SFG
2573
Sather Financial Group
Texas
$236M +$6.68M +3% 1.05% 78.2% 53
BWFM
2574
Bridgewater Wealth & Financial Management
Maryland
$236M +$1.39M +0.6% 0.14% 30.9% 79
FBT
2575
First Bankers Trust
Kentucky
$236M +$2.54M +1% 0.34% 57.6% 152