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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PA
2701
Probity Advisors
Texas
$441M +$38.6M +10% 8.23% – 184
PJSIMP
2702
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441M +$26M +6% 8.63% 58.2% 180
LIM
2703
Longfellow Investment Management
Massachusetts
$441M -$47.8M -10% 7.32% 46.3% 380
RWB
2704
RMR Wealth Builders
New Jersey
$441M +$32.3M +8% 7.57% 70.3% 202
SPT
2705
Siemens Pension Trust
Germany
$441M – – 18.4% – 2
RIG
2706
RiverFront Investment Group
Virginia
$441M -$2.23B -83% 6.43% 40.1% 109
WSC
2707
Wellington Shields & Co
New York
$440M +$211M +92% 13.3% 64.9% 297
NGM
2708
North Growth Management
British Columbia, Canada
$440M +$39.4M +10% 18.6% 124% 47
HPCM
2709
Hunter Perkins Capital Management
Illinois
$440M +$33.2M +8% 8.99% 31.9% 100
SMA
2710
Sage Mountain Advisors
Georgia
$440M +$63.7M +17% 8.04% 61.7% 449
HIC
2711
Hartline Investment Corp
Illinois
$440M +$319M +263% 3.73% 151% 226
SC
2712
Styrax Capital
New York
$439M +$37.3M +9% 9.29% 376% 18
TW
2713
TrinityPoint Wealth
Connecticut
$439M +$1.83M +0.4% 7.71% 28.5% 301
MFT
2714
Moisand Fitzgerald Tamayo
Florida
$439M +$74.1M +20% 10.3% 35.1% 868
BEC
2715
Blue Edge Capital
Virginia
$439M +$35M +9% 7.61% 53.2% 111
CCT
2716
Chemung Canal Trust
New York
$439M +$37.6M +9% 11.3% 60.5% 120
EFL
2717
ERn Financial LLC
Wisconsin
$439M +$47.7M +12% 7.39% 47.8% 176
SAM
2718
Sompo Asset Management
Japan
$438M +$45.6M +12% 9.77% 70.3% 189
OWA
2719
One Wealth Advisors
California
$438M +$132M +43% 6.88% 57.1% 635
SFA
2720
Souders Financial Advisors
Ohio
$438M +$69.5M +19% 8.92% 49.3% 156
HWA
2721
HHM Wealth Advisors
Tennessee
$437M +$57.1M +15% 8.34% 51.3% 762
SGA
2722
Sector Gamma AS
Norway
$437M +$49.4M +13% 13.3% 19.7% 38
CBB
2723
Citizens Business Bank
California
$437M +$26.9M +7% 8.12% 81.1% 124
MWM
2724
Madison Wealth Management
Ohio
$437M +$32.5M +8% 7.71% 34.9% 167
SVCP
2725
Silicon Valley Capital Partners
California
$437M -$24M -5% 5.96% 87.7% 259
107 108
109
110 111