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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IRM
3851
Income Research & Management
Massachusetts
$271M +$23.4M +9% 0% 0.84% 19
LPIC
3852
LeJeune Puetz Investment Counsel
Michigan
$271M +$16M +6% 6.19% 64% 188
UIA
3853
UBP Investment Advisors
Switzerland
$271M +$25.8M +11% 4.51% 11.2% 136
HCM
3854
Horrell Capital Management
Arkansas
$271M +$16.9M +7% 7.92% 50.8% 210
SWRP
3855
Summit Wealth & Retirement Planning
California
$270M +$1.23M +0.5% 5.47% 50.8% 103
OWM
3856
Opes Wealth Management
California
$270M +$13.9M +5% 7.24% 53.4% 90
NME
3857
Notis-McConarty Edward
$270M +$13.2M +5% 6.54% 73% 98
VCM
3858
Versant Capital Management
Arizona
$270M -$4.2M -2% 5.8% 54.4% 1,686
BCCM
3859
Bridge Creek Capital Management
Massachusetts
$270M +$6.39M +2% 4.49% 52.7% 105
CAWM
3860
Capital Advisors Wealth Management
Washington
$270M +$38.2M +17% 5.62% 51.1% 99
SFS
3861
Shaker Financial Services
Virginia
$270M +$18.6M +7% 5.83% 7.48% 190
MIM
3862
Montgomery Investment Management
Maryland
$270M +$8.46M +3% 5.26% 77.7% 84
CYG
3863
Clean Yield Group
Vermont
$269M +$27.3M +11% 5.6% 41.3% 476
CIM
3864
Corbyn Investment Management
Maryland
$269M +$22.8M +9% 7.69% 54.2% 84
FA
3865
FMA Advisory
Pennsylvania
$269M -$54.6M -17% 5.69% 46.7% 172
JCIA
3866
Jackson Creek Investment Advisors
Colorado
$269M -$19.3M -7% 8.97% 169% 378
BCM
3867
BHZ Capital Management
California
$269M -$46.2M -15% 6.23% 3.05% 141
KC
3868
Knuff & Co
California
$269M +$35.1M +15% 10.9% 94.8% 172
PCA
3869
Prospect Capital Advisors
California
$269M +$41.4M +18% 13.2% 125% 36
EGP
3870
Entrust Global Partners
New York
$269M -$29.6M -10% 3.93% 98.6% 4
FFG
3871
Ford Financial Group
California
$268M +$35.8M +15% 5.84% 47.7% 620
FWC
3872
First Washington Corp
Washington
$268M +$15.3M +6% 8.21% 80.4% 88
TSS
3873
Thomas Story & Son
Indiana
$268M +$3.18M +1% 5.58% 60.3% 68
RWI
3874
Red Wave Investments
Pennsylvania
$268M +$25.1M +10% 5.18% 47.8% 95
5NCM
3875
59 North Capital Management
Texas
$268M +$29.5M +12% 15.1% 124% 17