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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MCWS
2601
McKinley Carter Wealth Services
West Virginia
$306M +$15M +5% 1.22% 47.5% 440
LKIM
2602
Lawson Kroeker Investment Management
Nebraska
$306M -$5.41M -2% 1.53% 61.2% 71
MIM
2603
Miller Investment Management
Pennsylvania
$305M -$22.5M -7% 2.64% 63.1% 78
MBT
2604
Montecito Bank & Trust
California
$305M -$2.11M -0.7% 0.78% 30.7% 197
TC
2605
Tairen Capital
Hong Kong
$305M +$209M +218% 5.18% 247% 17
NCM
2606
Northside Capital Management
Oregon
$305M -$46M -13% 2.37% 104% 65
ARMC
2607
American Research & Management Company
Massachusetts
$305M -$19.5M -6% 0.84% 35.1% 397
SFWA
2608
Summit Financial Wealth Advisors
Louisiana
$304M +$13.2M +5% 1.47% 20.7% 157
BCM
2609
BHZ Capital Management
California
$304M +$24.3M +9% 0.65% 3.05% 120
IA
2610
Independence Advisors
Pennsylvania
$303M +$6.8M +2% 1.11% 24.5% 80
CFA
2611
Capstone Financial Advisors
Illinois
$303M +$35.1M +13% 0.84% 45.7% 102
WA
2612
Wealth Architects
California
$302M -$2.98M -1% 0.95% 51.5% 136
JAM
2613
JCIC Asset Management
Ontario, Canada
$302M -$2.49M -0.8% 3.74% 41% 127
AWA
2614
Arete Wealth Advisors
Illinois
$302M -$5.57M -2% 0.54% 57.3% 357
AAMA
2615
Advanced Asset Management Advisors
Ohio
$301M -$2.91M -1% 0.09% 60.3% 128
RMPT
2616
Raytheon Master Pension Trust
Massachusetts
$301M +$90M +43% 2.13% 36.3% 5
FFWA
2617
FRG Family Wealth Advisors
Washington
$301M -$8.46M -3% 0.38% 82.7% 154
HAM
2618
Harber Asset Management
North Carolina
$301M +$24.6M +9% 0.37% 75.5% 55
GP
2619
Greenline Partners
New York
$301M -$279K -0.1% 1.78% 42.5% 71
VHMC
2620
Value Holdings Management Company
New York
$301M +$15.3M +5% 3.26% 77.2% 30
SNT
2621
Security National Trust
West Virginia
$301M -$9.62M -3% 1.69% 58.4% 409
PCM
2622
Palouse Capital Management
Washington
$300M +$4.58M +2% 3.53% 33.9% 109
MC
2623
Martin & Co
Tennessee
$300M -$15M -5% 2.18% 57.3% 109
PCA
2624
Private Capital Advisors
Connecticut
$300M +$12.2M +4% 1.19% 100% 113
PCM
2625
Piermont Capital Management
Missouri
$300M -$5.12M -2% 1.02% 33.3% 270