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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LIA
2701
LS Investment Advisors
Michigan
$684M +$34.5M +5% 8.46% 68.7% 134
NEPWA
2702
New England Private Wealth Advisors
Massachusetts
$684M +$37.1M +6% 7.82% 36.3% 167
PFA
2703
Pathway Financial Advisors
Vermont
$683M +$128M +23% 6.42% 41.6% 178
EWA
2704
Evolution Wealth Advisors
Florida
$683M +$84.1M +14% 12% 65.1% 177
FNA
2705
First National Advisers
Nebraska
$683M +$58.2M +9% 10% 83.2% 226
CPA
2706
Capital Planning Advisors
California
$682M +$34M +5% 10.1% 61.5% 144
CCMINC
2707
Cardinal Capital Management Inc (North Carolina)
North Carolina
$681M +$35.7M +6% 6.18% 57.4% 132
AAM
2708
Auxier Asset Management
Oregon
$681M +$9.85M +1% 4.75% 52% 179
DIA
2709
Dean Investment Associates
Ohio
$680M +$2.83M +0.4% 2.41% 31.8% 223
OTL
2710
Oak Thistle LLC
New York
$679M +$182M +37% 9.44% 37.9% 635
MC
2711
McMorgan & Co
California
$678M +$53.5M +9% 5.08% 23.8% 59
FPF
2712
First Pacific Financial
Washington
$678M +$186M +38% 6.25% 40.6% 615
SL
2713
Sonnipe Ltd
Isle Of Man
$678M -$99.5M -13% 29.3% 2
SBFM
2714
S-Bank Fund Management
Finland
$677M +$146M +28% 15% 235
AAA
2715
Affinity Asset Advisors
New York
$676M +$37.5M +6% 14.7% 453% 109
PWG
2716
Portside Wealth Group
Utah
$675M +$62.7M +10% 10.1% 471
NC
2717
Nitorum Capital
New York
$674M -$37.4M -5% 2.8% 54.6% 28
MA
2718
MJP Associates
Connecticut
$674M +$120M +22% 7.58% 52.7% 245
SSA
2719
South Street Advisors
New York
$674M +$62.5M +10% 16.5% 141% 69
HIM
2720
Herald Investment Management
United Kingdom
$674M +$141M +26% 36.7% 259% 96
HAIM
2721
Hunter Associates Investment Management
Pennsylvania
$674M +$26.2M +4% 7.74% 56.5% 261
NA
2722
Nottingham Advisors
New York
$674M +$19.8M +3% 6.54% 36.7% 123
JGUA
2723
John G. Ullman & Associates
New York
$674M +$25.5M +4% 13.4% 60.4% 179
SLG
2724
Stanley-Laman Group
Pennsylvania
$673M +$23.4M +4% 10.5% 60.5% 310
AHSW
2725
Adventist Health System West
California
$673M +$39.6M +6% 10.1% 49.4% 9