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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IIA
3401
IPG Investment Advisors
California
$342M -$170M -33% 16.3% 83.7% 230
SIAP
3402
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$342M +$32M +10% 10.5% 81.4% 594
AAI
3403
American Assets Inc
California
$342M +$45.2M +15% 15% 7.31% 10
SCM
3404
Stevens Capital Management
Pennsylvania
$341M +$160M +88% 5.37% 73.4% 235
AFIA
3405
America First Investment Advisors
Nebraska
$341M +$11.8M +4% 7.86% 81.9% 80
CAM
3406
Capco Asset Management
Florida
$341M +$45.5M +15% 7.95% 94.6% 28
HSCU
3407
Half Sky Capital (UK)
United Kingdom
$341M +$41.9M +14% 0.1% 13% 11
FPIS
3408
Financial Planning & Information Services
Wisconsin
$341M +$14.6M +4% 5.01% 13% 72
RAM
3409
Redmond Asset Management
Virginia
$341M +$19.3M +6% 8.76% 75.7% 197
PG
3410
Patten Group
Tennessee
$340M +$28.1M +9% 7.2% 66.3% 258
PWM
3411
PRW Wealth Management
Massachusetts
$340M +$136M +67% 7.2% 42.3% 306
AUIM
3412
Aegon USA Investment Management
Iowa
$340M +$28.2M +9% 10.3% 33% 46
CCM
3413
Compton Capital Management
Rhode Island
$340M +$20.8M +7% 8.95% 75.6% 164
FCA
3414
FLC Capital Advisors
California
$340M +$20.3M +6% 5.01% 43.6% 169
LS
3415
Leelyn Smith
Illinois
$340M +$3.62M +1% 5.37% 56.2% 411
BAM
3416
Brave Asset Management
New Jersey
$340M +$44.3M +15% 6.78% 50.1% 165
ACM
3417
ADW Capital Management
Florida
$340M +$25.6M +8% 10.3% 148% 6
TI
3418
tru Independence
Oregon
$339M -$189M -36% 3.67% 42.3% 425
EG
3419
Enstar Group
Bermuda
$339M +$12M +4% 12.3% 62.4% 12
MM
3420
Meridian Management
Arkansas
$339M +$17.6M +5% 6.93% 49.4% 83
GG
3421
GenWealth Group
New Jersey
$339M +$24.2M +8% 7.47% 58.4% 70
FAN
3422
Financial Advisors Network
California
$339M +$29.4M +9% 5.52% 120
AFAS
3423
Acorn Financial Advisory Services
Virginia
$339M +$65.2M +24% 7.11% 71.6% 241
CIM
3424
Contravisory Investment Management
Massachusetts
$339M +$19.1M +6% 8.22% 97.7% 303
DMC
3425
Drexel Morgan & Co
Pennsylvania
$339M -$55.7M -14% 3.12% 35.7% 110