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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NB
3001
Northwest Bancshares
Pennsylvania
$540M -$46.9M -8% 1.62% 52.1% 188
FCM
3002
Fourpath Capital Management
Oklahoma
$540M -$2.87M -0.5% 0.41% 48.8% 791
MAP
3003
Moody Aldrich Partners
Massachusetts
$540M -$9.94M -2% 7.18% 181% 222
NC
3004
NBW Capital
Massachusetts
$540M +$9.25M +2% 6.05% 86% 110
WAM
3005
Wilsey Asset Management
California
$539M -$5.84M -1% 2.95% 58.6% 24
SPA
3006
Sentinel Pension Advisors
Massachusetts
$539M +$20M +4% 0.99% 36.1% 117
DSC
3007
Duncker Streett & Co
Missouri
$539M -$9.38M -2% 2.46% 78.9% 559
MGIA
3008
Matthew Goff Investment Advisor
Texas
$538M +$12.5M +2% 0.12% 60.7% 103
FCM
3009
Fortis Capital Management
Washington
$538M +$41.5M +8% 3.33% 86.3% 141
RSVP
3010
Ramsay Stattman Vela & Price
Colorado
$538M -$260K -0% 1.44% 64.6% 77
FGA
3011
Fortis Group Advisors
New Jersey
$537M -$3.96M -0.7% 4.61% 527
CCM
3012
Coerente Capital Management
Ontario, Canada
$536M -$95.2K -0% 1.9% 46.1% 46
FTC
3013
Farmers Trust Company
Ohio
$536M -$554K -0.1% 2.55% 67.2% 198
HIG
3014
Heritage Investment Group
Florida
$536M +$10.1M +2% 0.77% 40% 114
FA
3015
Fermata Advisors
California
$536M +$43M +9% 0.71% 33.1% 290
BCM
3016
Bourgeon Capital Management
Connecticut
$536M +$15.7M +3% 2.72% 67.5% 130
CAM
3017
Clark Asset Management
New Hampshire
$535M +$69.7M +15% 1.36% 147
WCP
3018
Waterfront Capital Partners
New York
$535M -$8.92M -2% 0.29% 54.5% 49
BIA
3019
Bell Investment Advisors
California
$535M -$10M -2% 2.61% 27.5% 1,975
KWM
3020
KFG Wealth Management
Indiana
$535M +$75M +16% 0.12% 190
CBB
3021
Citizens Business Bank
California
$535M +$39.4M +8% 5.22% 81.1% 113
MPW
3022
MA Private Wealth
California
$535M -$64.9K -0% 1.09% 40.4% 74
PGAM
3023
Princeton Global Asset Management
New Jersey
$535M +$20.6M +4% 3.61% 82.3% 702
GWI
3024
Grace & White Inc
New York
$535M -$19.1M -3% 1.12% 52.5% 141
CI
3025
CacheTech Inc
Utah
$533M +$67.3M +14% 1.48% 133