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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LIM
2826
Lathrop Investment Management
Arkansas
$468M -$16.7M -3% 1.84% 72.1% 74
BCM
2827
Bourgeon Capital Management
Connecticut
$468M +$2.99M +0.6% 0.66% 67.5% 305
ODCM
2828
Old Dominion Capital Management
Virginia
$467M -$964K -0.2% 0.76% 45.9% 178
VCG
2829
Vantage Consulting Group
Virginia
$467M -$108M -19% 7.33% 18.7% 221
BAM
2830
BTS Asset Management
Massachusetts
$467M -$58.2M -11% 0.6% 10.5% 27
EWA
2831
Evolution Wealth Advisors
Florida
$467M -$25.5M -5% 2.4% 65.1% 700
FC
2832
Ferris Capital
Massachusetts
$466M +$211M +83% 0.03% 67% 222
AAMA
2833
Advanced Asset Management Advisors
Ohio
$466M -$6.78M -1% 0.94% 60.3% 96
JC
2834
JBF Capital
Colorado
$466M +$33.8M +8% 0.06% 105% 114
KA
2835
KLCM Advisors
Wisconsin
$466M +$13.6M +3% 3.95% 87.8% 122
CIA
2836
Covington Investment Advisors
Pennsylvania
$465M +$9.32M +2% 1.11% 72.5% 78
SA
2837
Strategic Advisors
New York
$464M +$79.9M +21% 1.02% 87.6% 186
SOAMC
2838
Spirit of America Management Corp
New York
$464M -$3.56M -0.8% 0.31% 78.4% 244
JWM
2839
JGP Wealth Management
Oregon
$463M -$2.21M -0.5% 0.07% 54.9% 160
MWM
2840
Minot Wealth Management
Massachusetts
$463M +$5.02M +1% 0.49% 221
MWP
2841
Meridian Wealth Partners
Pennsylvania
$462M +$33.9M +8% 1.3% 41% 82
APW
2842
Austin Private Wealth
Texas
$462M +$30.1M +7% 1.01% 48.9% 137
CCMINC
2843
Cardinal Capital Management Inc (North Carolina)
North Carolina
$462M -$11.8M -2% 0.66% 57.4% 143
VCM
2844
Vivaldi Capital Management
Illinois
$462M -$36.5M -7% 0.83% 52.2% 401
AC
2845
Amia Capital
United Kingdom
$462M +$343M +288% 2.52% 25.6% 24
OMC
2846
Overbrook Management Corp
New York
$461M -$17.8M -4% 0.25% 122% 91
FA
2847
Fagan Associates
New York
$460M -$8.08M -2% 0.36% 91.2% 131
CIP
2848
Capital Insight Partners
Arizona
$460M +$17.4M +4% 0.18% 44.6% 154
GA
2849
GFS Advisors
Texas
$460M +$15.9M +4% 3.02% 66.3% 179
AO
2850
Advisor OS
Illinois
$460M -$21.9M -5% 0.41% 50.7% 233