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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JCP
3151
JB Capital Partners
New York
$453M -$79.5M -15% 4.84% 153% 77
DIM
3152
Delta Investment Management
California
$453M +$12.9M +3% 2.74% 52% 237
PGAM
3153
Princeton Global Asset Management
New Jersey
$453M +$32.8M +8% 3.03% 82.3% 700
GC
3154
Gibson Capital
Pennsylvania
$453M -$4.66M -1% 1.12% 45.9% 78
ISB
3155
Iowa State Bank
Iowa
$453M +$666K +0.1% 0.9% 59.6% 110
KPF
3156
K2 Principal Fund
Ontario, Canada
$452M +$32.7M +8% 1.52% 37.6% 314
SFG
3157
SevenBridge Financial Group
Pennsylvania
$452M +$11.1M +3% 2.77% 61.7% 212
LWM
3158
LJI Wealth Management
Indiana
$452M +$65.5M +17% 2.54% 189
TCA
3159
Trifecta Capital Advisors
Illinois
$452M +$40.8M +10% 7.61% 434
CIM
3160
Contravisory Investment Management
Massachusetts
$452M +$124K +0% 3.07% 97.7% 392
SCA
3161
Stieven Capital Advisors
Missouri
$451M -$29.5M -6% 0.19% 39.8% 52
NCM
3162
Noesis Capital Mangement
Florida
$451M +$721K +0.2% 3.65% 91% 110
SIC
3163
SFE Investment Counsel
California
$451M +$9.5M +2% 3.7% 82.4% 120
SAM
3164
Strategy Asset Managers
California
$450M -$16.6M -4% 0.99% 81.8% 292
TGAM
3165
TBH Global Asset Management
Tennessee
$450M -$50.8M -10% 3.17% 54.1% 248
PS
3166
Presima Securities
Quebec, Canada
$450M +$19.5M +5% 2.61% 0.54% 52
SDWMA
3167
Schneider Downs Wealth Management Advisors
Pennsylvania
$449M +$15.7M +4% 1.05% 48.8% 141
CWS
3168
Cypress Wealth Services
California
$449M +$19.9M +5% 4.02% 55.5% 276
CNBTD
3169
Citizens National Bank Trust Department
Mississippi
$449M +$18.2M +4% 3.79% 71.6% 353
GF
3170
Goodman Financial
Texas
$449M +$11.2M +3% 2.53% 40.3% 76
TFF
3171
The Family Firm
Maryland
$448M +$38M +9% 0.85% 40.2% 892
LC
3172
Lincoln Capital
Nebraska
$448M -$1.28M -0.3% 1.56% 68.5% 113
SWS
3173
SYSTM Wealth Solutions
Illinois
$448M -$343M -43% 1.18% 1,014
UI
3174
Untitled Investments
New York
$448M +$10.2M +2% 1.98% 99.3% 20
DWM
3175
Dechtman Wealth Management
Colorado
$447M +$18.8M +4% 3.46% 68