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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JIC
3751
JRM Investment Counsel
Nebraska
$150M +$22.3M +17% 6.9% 52.2% 35
PA
3752
Parkside Advisors
California
$150M +$8.44M +6% 2.59% 36.7% 45
CAGAS
3753
Capital Advisory Group Advisory Services
Minnesota
$150M +$11.5M +8% 5.1% 62.4% 392
SJL
3754
Shayne & Jacobs LLC
Tennessee
$150M +$10.2M +7% 9.5% 72.1% 27
RCG
3755
Ruggie Capital Group
Florida
$150M -$48.3M -24% 5.45% 21.9% 353
MCA
3756
Morris Capital Advisors
Pennsylvania
$150M +$6.96M +5% 9.93% 72.9% 78
BRC
3757
Bishop Rock Capital
New York
$150M +$16.9M +13% 7.27% 35.3% 26
EA
3758
Elm Advisors
California
$149M +$19.2M +15% 5.86% 50.5% 297
CA
3759
Cumberland Advisors
Florida
$149M -$10.7M -7% 3.47% 63.5% 51
WIM
3760
Wilen Investment Management
Florida
$149M -$6.43M -4% 0.42% 80.2% 62
BP
3761
Broadleaf Partners
Ohio
$149M +$12.6M +9% 8.69% 156% 57
JAM
3762
Jolley Asset Management
North Carolina
$149M -$268K -0.2% 7.44% 3.46% 175
GA
3763
Greytown Advisors
Florida
$149M -$65.3M -30% 3.8% 13.9% 79
APG
3764
Abacus Planning Group
South Carolina
$149M +$15.9M +12% 7.96% 51.5% 162
IF
3765
IRON Financial
Illinois
$149M -$35.2M -19% 4.63% 39.7% 106
HAFS
3766
Hapanowicz & Associates Financial Services
Pennsylvania
$149M +$5.66M +4% 2.6% 53.8% 18
BIA
3767
Bigelow Investment Advisors
Maine
$149M +$2.3M +2% 5.91% 50.4% 157
SAMC
3768
Spectrum Asset Management (Connecticut)
Connecticut
$149M +$1.39M +0.9% 1.85% 3.77% 5
BIA
3769
BHK Investment Advisors
Alabama
$149M +$4.82M +3% 3.46% 43.9% 84
MMPW
3770
Mitchell McLeod Pugh & Williams
Alabama
$149M +$6.77M +5% 8.4% 76.4% 186
DE
3771
Day & Ennis
Georgia
$148M +$13.6M +10% 4.13% 15.2% 83
ATC
3772
Adirondack Trust Company
New York
$148M +$6.52M +5% 6.82% 72.2% 355
HM
3773
Harvest Management
New York
$148M +$21.2M +17% 10.2% 633% 108
SM
3774
Sciencast Management
New Jersey
$148M +$40.2M +37% 3.66% 419
CJA
3775
C-J Advisory
California
$148M +$5.16M +4% 3.88% 39.2% 173