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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RMC
3651
Regis Management Company
California
$293M -$13M -4% 3.92% 5.33% 42
PFA
3652
Pathway Financial Advisors
Vermont
$293M -$14.1M -5% 2.97% 41.6% 143
FCM
3653
Firestone Capital Management
Florida
$292M -$14.9M -5% 3.77% 40.5% 131
FCP
3654
Fidelis Capital Partners
Florida
$292M +$18.4M +7% 2.03% 297
FWSM
3655
First Wilshire Securities Management
California
$292M +$621K +0.2% 7.95% 73.8% 91
TCM
3656
Tradewinds Capital Management
Washington
$292M -$29M -9% 3.58% 43.4% 531
MVG
3657
Madrona Venture Group
Washington
$292M +$17.3M +6% 10.2% 71.1% 6
FVCM
3658
F&V Capital Management
Florida
$292M -$17.8M -6% 2.85% 60.2% 51
PC
3659
PhiloSmith Capital
Connecticut
$291M +$485K +0.2% 3.57% 96.6% 24
CWAG
3660
Compton Wealth Advisory Group
Virginia
$291M -$8.49M -3% 4.16% 53.8% 94
CCM
3661
Corsair Capital Management
New York
$291M -$2.43M -0.8% 1.85% 274% 120
FMC
3662
FTV Management Company
California
$291M -$80.3M -22% 20.1% 14.1% 2
AFG
3663
American Financial Group
Ohio
$291M -$32.7M -10% 0.2% 23% 91
SEP
3664
Southland Equity Partners
Missouri
$291M -$5.51M -2% 2.95% 48.4% 192
CC
3665
Carrhae Capital
United Kingdom
$291M +$64.4M +28% 1.78% 103% 20
CAS
3666
Coppell Advisory Solutions
Texas
$291M -$63M -18% 4.03% 1,609
VPP
3667
Vertex Planning Partners
Illinois
$291M -$3.07M -1% 3.07% 144
BCA
3668
Bernzott Capital Advisors
California
$290M -$173M -37% 3.51% 32.3% 55
BCG
3669
Breakwater Capital Group
New Jersey
$290M +$16.6M +6% 3.66% 229
MIM
3670
Montgomery Investment Management
Maryland
$290M -$7.47M -3% 0.56% 77.7% 93
ALAM
3671
Asahi Life Asset Management
Japan
$290M -$13.7M -5% 1.79% 101% 244
IC
3672
Intel Corp
California
$290M -$102M -26% 29.5% 166% 8
MC
3673
Muhlenkamp & Co
Pennsylvania
$290M +$7.56M +3% 0.12% 33
HF
3674
Halpern Financial
Virginia
$290M -$2.28M -0.8% 3.45% 26.3% 272
DFG
3675
Delta Financial Group
New Jersey
$290M +$204M +240% 4.33% 218