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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MIC
3401
Meridian Investment Counsel
California
$177M -$8.28M -4% 2.83% 72.3% 193
CWM
3402
Connecticut Wealth Management
Connecticut
$177M -$10M -5% 1.52% 54.4% 67
JWM
3403
Janiczek Wealth Management
Colorado
$176M -$7.35M -4% 1.44% 16.4% 39
RCA
3404
Restructuring Capital Associates
Connecticut
$176M +$17M +11% 1.73% 66.1% 16
DSN
3405
D. Scott Neal
Kentucky
$176M +$9.27M +6% 0.51% 88% 187
RHFI
3406
Reilly Herbert Faulkner III
$176M -$8.21M -4% 1.51% 80.7% 46
CCM
3407
Crossvault Capital Management
Texas
$176M -$13.7M -7% 1.81% 56.4% 65
NR
3408
Newfound Research
Massachusetts
$176M -$12.6M -7% 0.16% 54.6% 286
HWCM
3409
Hudson Way Capital Management
Texas
$176M +$9.67M +6% 1.46% 133% 16
UMA
3410
USA Mutuals Advisors
Texas
$176M -$8.51M -5% 2.18% 14.1% 76
PVMCV
3411
Polaris Venture Management Co V
Massachusetts
$175M +$62M +55% 32.8% 279% 11
CM
3412
Cornerstone Management
Georgia
$175M -$22.1M -11% 1.59% 35.1% 53
SIG
3413
Schaller Investment Group
North Carolina
$175M -$26.1M -13% 5.71% 21.9% 44
PFA
3414
Pinnacle Family Advisors
Missouri
$175M -$41.6M -19% 0.83% 83.6% 82
GE
3415
General Electric
Ohio
$175M -$39.6M -18% 14.5% 17.3% 5
AAM
3416
Augustine Asset Management
Florida
$175M -$1.24M -0.7% 0.35% 219% 82
PFSC
3417
Peoples Financial Services Corp
Pennsylvania
$175M -$7.9M -4% 2.98% 60.6% 365
OFG
3418
Oxford Financial Group
Indiana
$175M +$28.5M +19% 1.09% 76.1% 36
LK
3419
Lumbard & Kellner
New Hampshire
$175M -$20.1M -10% 2.13% 58.3% 89
WLIM
3420
White Lighthouse Investment Management
Massachusetts
$174M +$278K +0.2% 0.79% 46.9% 122
SFG
3421
SevenBridge Financial Group
Pennsylvania
$174M -$6.53M -4% 1.66% 61.7% 658
AGAM
3422
Avalon Global Asset Management
California
$174M +$19.7M +13% 7.94% 115% 54
TSWM
3423
Triangle Securities Wealth Management
North Carolina
$174M -$1.05M -0.6% 2.51% 63.7% 137
TAS
3424
TIFF Advisory Services
Pennsylvania
$174M +$81.9M +89% 3.41% 77.7% 11
DPI
3425
Diversified Portfolios Inc
Michigan
$174M -$9.12M -5% 1.42% 33.4% 55