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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIA
2601
Arrow Investment Advisors
Maryland
$306M -$34.1M -10% 3.78% 29.9% 102
JCM
2602
JS Capital Management
New York
$306M +$30.6M +11% 10.5% 7.61% 31
GP
2603
Greenline Partners
New York
$305M +$4.24M +1% 2.82% 42.5% 68
HWA
2604
HCR Wealth Advisors
California
$305M +$16.4M +6% 3.11% 74.6% 177
BS
2605
Boenning & Scattergood
Pennsylvania
$305M 2.53% 34.6% 272
IVMX
2606
Institutional Venture Management XIII
California
$305M +$48.1M +19% 7.05% 6
HDIM
2607
Hanson & Doremus Investment Management
Vermont
$304M -$18.7M -6% 1.86% 52.1% 531
DWM
2608
Dorchester Wealth Management
Quebec, Canada
$304M +$7.22M +2% 2.64% 18.3% 108
CA
2609
Cornerstone Advisory
Maryland
$304M +$26.2M +9% 2.69% 43.9% 143
RFM
2610
Royal Fund Management
Florida
$303M +$29.1M +11% 2.83% 58.1% 671
BCM
2611
Buckhead Capital Management
Georgia
$303M -$150M -33% 2.27% 58.8% 175
IVMX
2612
Institutional Venture Management XIV
California
$302M -$21.5M -7% 13.4% 23.3% 3
AFGI4KRSP
2613
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$302M -$14.5M -5% 4.36% 9.08% 1
DS
2614
Dalal Street
Texas
$302M -$15M -5% 4.36% 26.3% 2
LYV
2615
Live Your Vision
Pennsylvania
$302M +$6.07M +2% 0.19% 17.9% 352
SNT
2616
Security National Trust
West Virginia
$302M +$1.1M +0.4% 2.7% 58.4% 400
CIC
2617
Canal Insurance Company
South Carolina
$302M +$17.7M +6% 1.7% 51.2% 62
CIM
2618
Castleton Investment Management
Connecticut
$301M +$27.5M +10% 6.37% 15.1% 74
SAM
2619
Stansberry Asset Management
Texas
$301M +$116M +62% 5.85% 63.2% 104
MVUM
2620
Matrix VIII US Management
Massachusetts
$301M -$70M -19% 9.49% 1
BA
2621
Bristlecone Advisors
Washington
$300M +$2.73M +0.9% 3.2% 78.9% 137
TGI
2622
TRV GP III
Massachusetts
$300M +$22.5M +8% 11.7% 169% 4
EWM
2623
Evermay Wealth Management
Virginia
$300M +$10.1M +3% 3.54% 53.1% 137
RIM
2624
Regent Investment Management
Kentucky
$299M +$3.79M +1% 2.04% 44% 211
SLT
2625
St Louis Trust
Missouri
$299M +$7.98M +3% 2.88% 51.4% 123