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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JIM
5301
JCP Investment Management
Texas
$142M +$23.4M +20% 12.2% 81.1% 20
NFP
5302
NorthLanding Financial Partners
New York
$142M +$2.72M +2% 5.38% 41.1% 68
MRI
5303
Mad River Investors
Massachusetts
$142M -$30.5M -18% 11% 181% 27
GWCM
5304
Godshalk Welsh Capital Management
Pennsylvania
$142M +$4.56M +3% 3.62% 54.9% 119
NECFA
5305
New England Capital Financial Advisors
Connecticut
$142M +$531K +0.4% 6.07% 453
LHCM
5306
Lloyd Harbor Capital Management
New York
$142M 4.62% 16
HG
5307
Herbst Group
Connecticut
$142M +$17.9M +14% 8.91% 111% 73
AIM
5308
Ausbil Investment Management
Australia
$142M -$11.9M -8% 1.22% 59
MA
5309
Mezzasalma Advisors
New Jersey
$141M +$26.8M +23% 24.6% 167% 90
PIAS
5310
PCA Investment Advisory Services
Ohio
$141M 5.95% 114
EWG
5311
Executive Wealth Group
Washington
$141M +$10.3M +8% 7.16% 14.9% 45
BWM
5312
Baron Wealth Management
Michigan
$141M +$10.8M +8% 6.46% 149
ANHIM
5313
Alan N. Hoffman Investment Management
Massachusetts
$141M +$9.71M +7% 23.6% 89% 12
PGDP
5314
Pragma Gestao de Patrimonio
Brazil
$141M -$3.43M -2% 13.5% 83.2% 18
IWA
5315
IVC Wealth Advisors
Pennsylvania
$141M +$5.4M +4% 6.96% 58.2% 159
OPOWM
5316
One Plus One Wealth Management
Florida
$141M -$1.81M -1% 4.18% 40% 99
SPFA
5317
Summit Place Financial Advisors
New Jersey
$141M +$19.5M +16% 9.78% 87% 99
SCM
5318
Segra Capital Management
Florida
$141M +$4.64M +3% 5.51% 148% 6
FCG
5319
Financial Connections Group
California
$141M +$14M +11% 5.91% 46.8% 292
GCA
5320
Genesee Capital Advisors
New York
$141M +$6.56M +5% 5.07% 73.7% 96
HFCII
5321
H&F Corporate Investors IX
California
$141M +$52M +59% 58.6% 1
RWG
5322
Regal Wealth Group
California
$141M +$4.56M +3% 5.96% 17% 51
LIM
5323
Lagoda Investment Management
New York
$141M -$7.44M -5% 1.24% 195% 43
BM
5324
Brandywine Managers
Delaware
$141M +$112M +392% 7.5% 74.7% 49
DIS
5325
Diversified Investment Strategies
Louisiana
$141M +$11.7M +9% 11.2% 86.2% 49