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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DBIA
2901
Dumont & Blake Investment Advisors
New Jersey
$227M +$6.11M +3% 3.97% 56.5% 182
NC
2902
Nexthera Capital
New York
$227M +$41.1M +22% 13.9% 118% 55
KSA
2903
Ken Stern & Associates
California
$226M +$8.83M +4% 2.54% 39.4% 118
RBC
2904
Roble Belko & Company
Pennsylvania
$226M +$17.2M +8% 3.68% 41.6% 324
SLT
2905
St Louis Trust
Missouri
$226M +$8.33M +4% 4.52% 51.4% 54
MIM
2906
Montgomery Investment Management
Maryland
$225M +$6.55M +3% 7.26% 77.7% 96
CFA
2907
Capstone Financial Advisors
Illinois
$225M +$18.1M +9% 3.43% 45.7% 89
CCM
2908
Cutler Capital Management
Massachusetts
$225M +$14M +7% 2.26% 10.9% 97
CPA
2909
Court Place Advisors
Maryland
$225M +$13.9M +7% 5.09% 72.3% 169
SWPG
2910
Strategic Wealth Partners Group
Illinois
$225M +$18.9M +9% 3.97% – 27
MSAM
2911
Moloney Securities Asset Management
Missouri
$225M +$23.7M +12% 3.93% 63.5% 290
DLG
2912
Daniel L. Goodwin
$224M +$2.83M +1% 5.64% 72.7% 100
NB
2913
Nicolet Bankshares
Wisconsin
$224M +$12.1M +6% 4.27% 71.2% 180
CCM
2914
CrestPoint Capital Management
Missouri
$224M +$11.2M +5% 5.58% 42.6% 227
DI
2915
Dalton Investments
Nevada
$224M -$41.7M -16% 9.4% 165% 33
TWMP
2916
Taylor Wealth Management Partners
Massachusetts
$224M +$3.03M +1% 9.47% 61.9% 172
SR
2917
Sloane Robinson
United Kingdom
$224M +$67.6M +43% 9% 175% 22
CIA
2918
Capital Impact Advisors
Massachusetts
$224M +$4.24M +2% 7.85% – 161
GMA
2919
Goldstein Munger & Associates
California
$223M +$5.93M +3% 3.75% 11.9% 35
GPC
2920
Guardian Point Capital
Virginia
$223M +$20.7M +10% 10% 114% 17
RCM
2921
Robinson Capital Management
Michigan
$223M -$6.23M -3% 0.57% 3.31% 110
CCM
2922
Compton Capital Management
Rhode Island
$223M +$3.39M +2% 4.13% 75.6% 150
IIM
2923
Ipswich Investment Management
Massachusetts
$223M +$9.35M +4% 5.36% 70.4% 149
DA
2924
Doliver Advisors
Texas
$223M +$15.6M +8% 0.96% 67% 318
PFP
2925
Patriot Financial Partners
Pennsylvania
$223M +$2.21M +1% 2.46% 16.6% 9
115 116
117
118 119