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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GLA
2601
Good Life Advisors
Pennsylvania
$276M -$77.1M -22% 16.1% 60% 278
JAM
2602
Jacobs Asset Management
New York
$276M -$204M -43% 38.7% 42.4% 55
RG
2603
Riverstone Group
Virginia
$276M -$21.3M -7% 0.45% 305% 6
AFIA
2604
America First Investment Advisors
Nebraska
$276M -$64.7M -19% 17% 81.9% 88
KCM
2605
Kathmere Capital Management
Pennsylvania
$276M -$4.99M -2% 14.8% 41.5% 125
MDSL
2606
M.D. Sass LLC
New York
$275M -$147M -35% 26.8% 59% 52
DCM
2607
Dimension Capital Management
Florida
$275M -$66.5M -19% 25.3% 52.5% 95
QFA
2608
Quattro Financial Advisors
Texas
$275M -$35.6M -11% 6.37% 61.1% 63
SNT
2609
Security National Trust
West Virginia
$275M -$68.8M -20% 17.8% 58.4% 489
BRCM
2610
Bright Rock Capital Management
Massachusetts
$275M -$66.5M -20% 20.1% 59.2% 78
CA
2611
Cambridge Advisors
Nebraska
$274M -$53.3M -16% 14.6% 43.3% 152
RCA
2612
Resonant Capital Advisors
Wisconsin
$274M -$42.6M -13% 19.1% 39.1% 215
P8IP
2613
Pier 88 Investment Partners
California
$274M +$21.3M +8% 6.64% 26.2% 113
WIC
2614
Wilkins Investment Counsel
Massachusetts
$274M -$78.2M -22% 18.8% 34.3% 74
AWP
2615
Ascent Wealth Partners
New York
$273M -$78.3M -22% 15.7% 76.4% 129
CM
2616
Capital Management
Virginia
$273M -$119M -30% 23.9% 49.8% 93
PCM
2617
Parsifal Capital Management
Connecticut
$273M +$20.7M +8% 18.2% 130% 20
SDWMA
2618
Schneider Downs Wealth Management Advisors
Pennsylvania
$273M -$62.3M -19% 29.6% 48.8% 104
HC
2619
Hamilton Capital
Ohio
$273M +$40.8M +18% 18.9% 34% 50
HI
2620
Hendershot Investments
Virginia
$273M -$64.8M -19% 20.1% 62.8% 83
GFA
2621
Gifford Fong Associates
California
$273M -$70.2M -20% 15.3% 147% 127
CBA
2622
Coastal Bridge Advisors
Connecticut
$272M -$113M -29% 22.6% 168% 156
PA
2623
Probity Advisors
Texas
$272M -$58.7M -18% 17.5% 184
MFG
2624
MidWestOne Financial Group
Iowa
$272M -$209M -43% 26.4% 47.6% 237
LA
2625
Lynch & Associates
Indiana
$272M -$75.8M -22% 19.1% 52.2% 103