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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RMA
1351
Roffman Miller Associates
Pennsylvania
$955M +$24.1M +3% 3.35% 58.3% 102
AC
1352
Avenir Corporation
Virginia
$955M -$4.6M -0.5% 2.28% 68.6% 71
FIG
1353
Fortress Investment Group
New York
$954M +$37.4M +4% 7% 100% 63
CCP
1354
Clough Capital Partners
Massachusetts
$953M -$58.9M -6% 1.14% 131% 128
BI
1355
BVF Inc
California
$952M +$36.2M +4% 6.85% 404% 63
SI
1356
SQN Investors
California
$952M -$156M -14% 13.2% 22.8% 19
PCM
1357
Penn Capital Management
Pennsylvania
$951M -$56.9M -6% 1.33% 105% 253
ET
1358
Equitable Trust
Tennessee
$949M +$6.88M +0.7% 1.65% 77.5% 297
KTA
1359
Keeley-Teton Advisors
Illinois
$947M -$78M -8% 0.58% 28.9% 282
RWP
1360
RWA Wealth Partners
Massachusetts
$947M +$15.6M +2% 0.91% 45.1% 243
CAL
1361
Capital Analysts LLC
Pennsylvania
$946M +$28.2M +3% 1.15% 43.8% 751
GPP
1362
Great Point Partners
Connecticut
$945M +$122M +15% 11% 169% 41
NRS
1363
Neville Rodie & Shaw
New York
$945M +$260K +0% 1.91% 74.7% 252
LCM
1364
Lomas Capital Management
New York
$942M +$34.7M +4% 1.34% 63.6% 36
VWM
1365
Valley Wealth Managers
New Jersey
$942M -$340K -0% 2.32% 69.4% 207
FMC
1366
First Merchants Corp
Indiana
$941M +$312M +50% 1.39% 52.5% 270
SGCIA
1367
Smith Graham & Co Investment Advisors
Texas
$940M +$12.3M +1% 1.59% 56.9% 135
FMT
1368
First Mercantile Trust
Tennessee
$939M -$10M -1% 0.54% 51.3% 978
TC
1369
Trilogy Capital
California
$939M +$32.9M +4% 0.59% 34.5% 124
MAFM
1370
Mid Atlantic Financial Management
Pennsylvania
$937M -$23.6M -2% 1.32% 45.6% 781
RMCM
1371
Reynders McVeigh Capital Management
Massachusetts
$937M +$4.22M +0.5% 0.47% 109% 233
MWM
1372
Mission Wealth Management
California
$936M +$43.9M +5% 1.14% 64.1% 335
LDB
1373
Lee, Danner & Bass
Tennessee
$932M -$13.6M -1% 0.11% 185
DJSG
1374
D.J. St. Germain
Massachusetts
$930M +$12.2M +1% 1.15% 191
BCM
1375
Barometer Capital Management
Ontario, Canada
$929M +$160M +21% 4.65% 265% 180