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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RIM
2626
Regent Investment Management
Kentucky
$319M +$19.8M +7% 7.23% 44% 211
SNT
2627
Security National Trust
West Virginia
$319M +$17.5M +6% 7.73% 58.4% 398
GP
2628
Greenline Partners
New York
$319M +$13.9M +5% 5.19% 42.5% 69
GAG
2629
GM Advisory Group
New York
$319M -$17.7M -5% 2.86% 50.3% 133
GKFF
2630
George Kaiser Family Foundation
Oklahoma
$319M +$12.1M +4% 3.26% 68.4% 19
PFO
2631
Pathstone Family Office
New Jersey
$319M +$183M +135% 7.59% 39.3% 261
HAM
2632
Harber Asset Management
North Carolina
$319M +$2.78M +0.9% 0% 75.5% 46
HCM
2633
Harvest Capital Management
New Hampshire
$319M +$20.8M +7% 3.7% 19.5% 106
MAM
2634
Marquette Asset Management
Minnesota
$318M +$19.8M +7% 5.55% 53.3% 105
VHMC
2635
Value Holdings Management Company
New York
$318M +$8.63M +3% 6.3% 77.2% 36
FEG
2636
Financial Enhancement Group
Indiana
$318M +$27.6M +10% 4.43% 49.9% 282
CIC
2637
Canal Insurance Company
South Carolina
$318M +$16M +5% 8.15% 51.2% 61
GIP
2638
Greatmark Investment Partners
Georgia
$317M +$37.7M +13% 9.26% 63.2% 121
CWM
2639
Circle Wealth Management
New Jersey
$317M +$22.8M +8% 6.43% 58.9% 105
FPFS
2640
First Personal Financial Services
North Carolina
$317M +$17.8M +6% 6.4% 31.5% 711
AFIA
2641
America First Investment Advisors
Nebraska
$317M +$9.41M +3% 3.55% 81.9% 100
AAI
2642
American Assets Inc
California
$316M -$11M -3% 3.36% 7.31% 3
SMG
2643
Spectrum Management Group
Indiana
$316M +$28.5M +10% 7.26% 44% 256
IRM
2644
Income Research & Management
Massachusetts
$316M -$8.41M -3% 0.07% 0.84% 29
SCM
2645
Sanoor Capital Management
Connecticut
$316M +$82.3M +35% 13% 21
SFG
2646
StrategIQ Financial Group
Indiana
$316M +$26.4M +9% 3.6% 12.6% 189
KCP
2647
KDI Capital Partners
North Carolina
$315M +$1.39M +0.4% 8.42% 77.1% 69
DCM
2648
Divisar Capital Management
California
$315M +$6.21M +2% 0.64% 40.7% 28
BS
2649
Boenning & Scattergood
Pennsylvania
$315M +$10M +3% 6.61% 34.6% 284
PCIA
2650
Prime Capital Investment Advisors
Kansas
$315M +$76.7M +32% 3.06% 60.6% 392