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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JAM
3451
Jolley Asset Management
North Carolina
$120M -$369K -0.3% 2.56% 3.46% 129
GWA
3452
Genesis Wealth Advisors
Massachusetts
$120M -$5.73M -5% 1.67% 516
FMA
3453
FNY Managed Accounts
New York
$120M +$35.4M +42% 14% 13% 424
MAMNY
3454
Marathon Asset Management (New York)
New York
$120M -$99.8M -45% 2.18% 66.8% 26
NMM
3455
NGP MR Management
Texas
$120M -$2.22M -2% 1.8% 21.9% 2
C
3456
CFO4Life
Texas
$120M -$1.1M -0.9% 1.92% 94
PVMCI
3457
Polaris Venture Management Co IV
Massachusetts
$120M -$6.98M -5% 1.83% 51.8% 3
MSFP
3458
Mark Sheptoff Financial Planning
Connecticut
$120M +$6.83M +6% 3.2% 74.7% 364
CK
3459
Carnick & Kubik
Colorado
$120M +$2.39M +2% 3.8% 45.1% 124
HCA
3460
Horan Capital Advisors
Ohio
$120M -$1.25M -1% 1.65% 26.6% 62
RCM
3461
Rotella Capital Management
Washington
$119M +$3.99M +3% 7.11% 26.6% 696
PCM
3462
Perkins Capital Management
Minnesota
$119M +$2.77M +2% 6.63% 175% 144
CMC
3463
Catterton Management Company
Connecticut
$119M -$60.9M -34% 33.8% 15.6% 1
BA
3464
Bennicas & Associates
California
$119M -$6.32M -5% 2% 40.3% 90
MG
3465
Meditor Group
Bermuda
$119M +$22.8M +24% 33.6% 41.1% 3
AGAM
3466
Avalon Global Asset Management
California
$119M +$3.31M +3% 4.53% 115% 39
TAG
3467
Tactical Allocation Group
Michigan
$119M -$38.6M -25% 3.39% 15.2% 22
OPPM
3468
Opus Point Partners Management
New York
$119M +$19.7M +20% 16.4% 83.2% 70
OC
3469
Oppenheimer & Close
New York
$119M -$551K -0.5% 0.06% 97.6% 55
FC
3470
Financial Consulate
Maryland
$119M -$33.2M -22% 1.03% 44.1% 70
ARMT
3471
Amica Retiree Medical Trust
Rhode Island
$119M -$5.21M -4% 0.82% 396
NCA
3472
New Century Advisors
Maryland
$119M -$577K -0.5% 1.1% 47
RHFI
3473
Reilly Herbert Faulkner III
$118M +$5.65M +5% 1.74% 80.7% 43
BWM
3474
Biltmore Wealth Management
Arizona
$118M +$3.49M +3% 1.58% 44.5% 44
OP
3475
Osmium Partners
California
$118M -$18.3M -13% 0.66% 29.2% 25