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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JAM
4226
JLP Asset Management
New York
$145M -$4.87M -3% 2.45% 16.1% 34
CCM
4227
Cloverdale Capital Management
Texas
$145M +$1.67M +1% 5.02% 19.1% 24
HCM
4228
Hutner Capital Management
Vermont
$145M +$3.8M +3% 4.72% 48.7% 43
TFCM
4229
Taylor Frigon Capital Management
Arizona
$145M +$6.87M +5% 8.09% 108% 88
BWI
4230
Beacon Wealthcare Inc
North Carolina
$145M +$6.19M +4% 4.15% 31.6% 10
GP
4231
Geneva Partners
Wisconsin
$145M +$16.5M +13% 7.16% 201% 80
PIP
4232
Peachtree Investment Partners
Florida
$145M +$19.3M +15% 8.92% 94.4% 87
TCMNY
4233
Thrive Capital Management (New York)
New York
$145M +$18.9M +15% 20.4% 873% 5
IIM
4234
Ironwood Investment Management
Massachusetts
$145M +$11.4M +9% 18.1% 140% 159
APW
4235
Acima Private Wealth
Virginia
$145M +$13.9M +11% 6.72% 38.1% 312
CF
4236
Corrigan Financial
Rhode Island
$145M +$10.1M +7% 7.46% 9.54% 70
KMWM
4237
Keudell/Morrison Wealth Management
Oregon
$145M +$23.4M +19% 7.45% 42.6% 159
LFWA
4238
LBJ Family Wealth Advisors
Texas
$145M +$11.6M +9% 17% 52.4% 19
TC
4239
Truvestments Capital
Florida
$144M -$9.15M -6% 7.39% 70.8% 705
CAM
4240
Concorde Asset Management
Michigan
$144M +$14.5M +11% 6.93% 31.8% 164
GAMC
4241
Garner Asset Management Corp
Texas
$144M +$10.1M +8% 6.49% 62.2% 149
PB
4242
Pinnacle Bancorp
Nebraska
$144M -$30.9M -18% 7.2% 63% 725
SI
4243
Sensato Investors
California
$144M -$118M -45% 12.9% 75.8% 60
SJIM
4244
St. Johns Investment Management
Florida
$144M +$9.89M +7% 8.67% 64.7% 169
PCMC
4245
Private Capital Management (Colorado)
Colorado
$144M -$660K -0.5% 7.14% 20% 103
GCA
4246
Gradient Capital Advisors
California
$144M +$9.77M +7% 6.19% 57% 93
BFM
4247
Broadview Financial Management
Wisconsin
$144M +$9.02M +7% 6.49% 42% 45
WBC
4248
West Branch Capital
Massachusetts
$144M +$8.57M +6% 9.83% 126% 99
SCM
4249
Stonepine Capital Management
Oregon
$143M +$40.4M +39% 131% 160% 32
CGI
4250
Calixto Global Investors
Florida
$143M +$20.6M +17% 20.3% 180% 15