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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PI
4301
Pettee Investors
Connecticut
$215M +$1.99M +0.9% 0.16% 59.9% 127
LFM
4302
Lumina Fund Management
New York
$215M +$8.07M +4% 0.4% 31.6% 53
PA
4303
PPM America
Illinois
$214M 0.34% 28.1% 9
RBFC
4304
Roman Butler Fullerton & Co
Missouri
$214M +$8.82M +4% 1.81% 114% 197
FIA
4305
FNY Investment Advisers
New York
$214M -$34.5M -14% 0.79% 179% 1,050
ACM
4306
AREX Capital Management
New York
$214M +$3.43M +2% 0.28% 9.3% 21
FDS
4307
Freedom Day Solutions
Texas
$214M +$4.16M +2% 0.14% 76.8% 125
CCG
4308
Ceeto Capital Group
Florida
$214M -$8.18M -4% 0.16% 83.2% 159
FFA
4309
Founders Financial Alliance
North Carolina
$214M -$6.12M -3% 0.42% 71.2% 490
KIC
4310
Keating Investment Counselors
Florida
$214M -$4.47M -2% 1.29% 23.8% 61
TCM
4311
Triumph Capital Management
Colorado
$214M +$42.4M +25% 2.52% 32.4% 217
ACM
4312
Ativo Capital Management
Illinois
$213M -$22.4M -9% 1.2% 54.8% 147
BOC
4313
Barbara Oil Co
Illinois
$213M -$3.53M -2% 0.87% 54.7% 89
UHC
4314
Union Heritage Capital
Michigan
$213M -$971K -0.5% 0.56% 83.7% 60
CWAG
4315
Compton Wealth Advisory Group
Virginia
$213M -$1.38M -0.6% 0.78% 53.8% 72
CPWM
4316
Cardinal Point Wealth Management
California
$213M -$8.64M -4% 1.35% 47
CCM
4317
Consolidated Capital Management
California
$213M -$3.91M -2% 0.16% 125% 42
LFS
4318
Legacy Financial Strategies
Kansas
$213M +$3.84M +2% 0.86% 57.7% 64
PAMI
4319
Perseverance Asset Management International
Cayman Islands
$212M -$99.3M -32% 18.4% 64.2% 20
IWMA
4320
Ironwood Wealth Management (Arizona)
Arizona
$212M +$39M +22% 1.47% 24.3% 51
NSB
4321
Norway Savings Bank
Maine
$212M +$7.09M +3% 0.1% 64.5% 336
HWC
4322
Hill Winds Capital
New York
$212M +$23.7M +13% 1.59% 8.56% 62
AFS
4323
Axiom Financial Strategies
Indiana
$212M -$4.67M -2% 1.57% 37.1% 81
JWM
4324
Jupiter Wealth Management
Colorado
$212M +$3.19M +2% 0.15% 80.3% 98
SC
4325
Sawyer & Company
Massachusetts
$212M -$2.21M -1% 0.28% 72.7% 188