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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JT
2626
Jump Trading
Illinois
$220M +$49.1M +29% 0.17% 25.9% 439
UF
2627
Univest Financial
Pennsylvania
$219M +$14.8M +7% 6.34% 60.4% 95
RSS
2628
Rosenblum Silverman Sutton
California
$219M +$9.37M +4% 10.6% 154% 70
MCM
2629
Matterhorn Capital Management
Texas
$219M +$11.4M +5% 4.21% 38.7% 58
PFM
2630
Peak Financial Management
Massachusetts
$219M 3.86% 35.9% 30
SFWA
2631
Summit Financial Wealth Advisors
Louisiana
$219M +$63.8M +41% 5.5% 20.7% 250
TRIM
2632
Thompson Rubinstein Investment Management
Oregon
$218M -$6.54M -3% 5.79% 42.8% 77
GFA
2633
Gallagher Fiduciary Advisors
Illinois
$218M +$15.7M +8% 5.19% 76.8% 5
AFA
2634
Abacus FCF Advisors
Florida
$218M +$24.5M +13% 4.68% 126% 142
CIM
2635
CIM Investment Management
Pennsylvania
$218M +$11M +5% 7.11% 87.7% 278
CLC
2636
Charles-Lim Capital
Hong Kong
$218M -$16.9M -7% 12.3% 10.4% 6
GA
2637
Gateway Advisory
New Jersey
$218M +$7.34M +3% 1.96% 26% 49
GS
2638
Gagnon Securities
New York
$218M +$13.8M +7% 11.8% 96.2% 90
Cetera Investment Advisers
2639
Cetera Investment Advisers
Illinois
$218M 4.85% 56.1% 258
CCM
2640
Castine Capital Management
Massachusetts
$218M -$2.69M -1% 7.05% 14.2% 54
CCM
2641
Cutler Capital Management
Massachusetts
$218M -$748K -0.3% 1.85% 10.9% 99
ACM
2642
Argyle Capital Management
Pennsylvania
$217M +$12.5M +6% 8.49% 52.5% 118
MFIMFI
2643
Mesirow Financial Investment Management - Fixed Income
Illinois
$217M -$141M -39% 4.45% 26% 173
PGC
2644
Pacific Grove Capital
California
$217M 1.67% 2.27% 41
SC
2645
Spitfire Capital
California
$217M -$15.8M -7% 1.68% 25.8% 22
HEC
2646
Hudson Executive Capital
New York
$217M 1.88% 142% 7
IIA
2647
IPG Investment Advisors
California
$217M +$2.09M +1% 2.39% 83.7% 150
NCIM
2648
New Century Investment Management
Michigan
$216M +$17.8M +9% 10.4% 104% 85
CIA
2649
Covington Investment Advisors
Pennsylvania
$216M +$27.7M +15% 7.04% 72.5% 92
TC
2650
Trust Company
Kansas
$216M +$39.8M +23% 4.21% 30.8% 388