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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIA
2651
Affinity Investment Advisors
California
$319M -$30M -9% 3.01% 103% 153
BC
2652
Broadfin Capital
New York
$319M -$88M -22% 5.34% 246% 49
AIS
2653
American Investment Services
Massachusetts
$318M +$3.27M +1% 2.2% 48% 138
RCIM
2654
Red Cedar Investment Management
Michigan
$317M +$43.4M +16% 1.19% 55.9% 26
OIA
2655
Optimum Investment Advisors
Illinois
$317M +$8.5M +3% 2.17% 92.1% 1,053
CCP
2656
Caymus Capital Partners
Texas
$317M -$138M -30% 11.7% 57.3% 39
OFG
2657
Oxford Financial Group
Indiana
$317M +$11.5M +4% 0.09% 76.1% 50
NTCM
2658
Nine Ten Capital Management
Illinois
$316M -$42.3M -12% 10.1% 75.3% 10
CM
2659
Caption Management
Oklahoma
$316M +$27.1M +9% 0.71% 12.2% 594
TPC
2660
Tiger Pacific Capital
New York
$315M -$761K -0.2% 10.9% 113% 16
VSI
2661
Verde Servicos Internacionais
Brazil
$315M +$57M +22% 1.37% 157% 49
NOCM
2662
Night Owl Capital Management
Connecticut
$315M -$12.1M -4% 1.16% 169% 31
AWA
2663
ARS Wealth Advisors
Florida
$314M +$477K +0.2% 2.69% 61.8% 116
IIM
2664
Ipswich Investment Management
Massachusetts
$314M +$648K +0.2% 1.88% 70.4% 182
FFS
2665
Founders Financial Securities
Maryland
$314M +$9.62M +3% 0.9% 52.4% 142
HI
2666
Hendershot Investments
Virginia
$313M +$8.16M +3% 1.76% 62.8% 86
SBWM
2667
Sunflower Bank Wealth Management
Arizona
$313M +$2.76M +0.9% 2.27% 33.7% 135
JPMIA
2668
J.P. Marvel Investment Advisors
Massachusetts
$312M 0.26% 119% 78
UF
2669
Univest Financial
Pennsylvania
$312M -$4.12M -1% 0.85% 60.4% 111
DOA
2670
D'Orazio & Associates
Virginia
$311M -$35.2M -10% 0.44% 54.9% 389
AAMA
2671
Advanced Asset Management Advisors
Ohio
$311M +$22.6M +8% 1.95% 60.3% 98
NIM
2672
Needham Investment Management
New York
$311M +$7.91M +3% 4.58% 181% 91
BCP
2673
BDT Capital Partners
Illinois
$311M +$11M +4% 3.69% 5.27% 1
CCB
2674
Cutter & Co Brokerage
Missouri
$311M -$5.99M -2% 0.48% 40.4% 320
ZAM
2675
Zevin Asset Management
Massachusetts
$310M -$327K -0.1% 3.02% 71.3% 95