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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JMH
1901
J.M. Hartwell
New York
$575M +$22.5M +4% 5.95% 73.3% 89
OIM
1902
Opus Investment Management
Massachusetts
$575M +$23.1M +4% 4.53% 31.9% 94
BCM
1903
BTR Capital Management
California
$575M +$55.8M +11% 9.13% 35.1% 173
CPP
1904
Crow Point Partners
Massachusetts
$574M +$39.5M +7% 5.32% 55.8% 165
NWM
1905
Nicola Wealth Management
British Columbia, Canada
$574M +$67.2M +13% 3.55% 51.9% 107
GWM
1906
Greenwich Wealth Management
Connecticut
$573M +$8.69M +2% 2.02% 216% 198
MYIA
1907
Mount Yale Investment Advisors
Colorado
$573M +$44.7M +8% 7.46% 73.5% 1,039
MA
1908
MCF Advisors
Kentucky
$572M +$52.4M +10% 3.85% 41.1% 520
CCMD
1909
Cypress Capital Management (Delaware)
Delaware
$571M +$46.2M +9% 8.55% 25.6% 158
SFM
1910
Signet Financial Management
New Jersey
$571M +$4.22M +0.7% 3.92% 63.3% 1,054
TMAM
1911
Tokio Marine Asset Management
Japan
$570M +$23.7M +4% 8.51% 135% 257
GIA
1912
Granite Investment Advisors
New Hampshire
$570M +$20.8M +4% 7.46% 55.6% 169
JAFL
1913
Jay A. Fishman Ltd
Michigan
$569M +$34.6M +6% 9.25% 102% 89
PDN
1914
Pensionfund DSM Netherlands
Netherlands
$568M +$144K +0% 5.62% 11.6% 233
BWM
1915
Baystate Wealth Management
Massachusetts
$566M -$108M -16% 3.92% 14.6% 724
SFM
1916
Signature Financial Management
Virginia
$566M +$93.1M +20% 5.37% 20.7% 173
VWM
1917
Venturi Wealth Management
Texas
$565M +$28.6M +5% 6.69% 66.1% 176
GP
1918
Girard Partners
Pennsylvania
$564M +$34.3M +6% 7.68% 25.7% 991
EWM
1919
Empirical Wealth Management
Washington
$564M +$29.7M +6% 2.03% 52.9% 224
BJ
1920
Brouwer & Janachowski
California
$563M +$41.6M +8% 4.34% 41.8% 53
MHIC
1921
Marble Harbor Investment Counsel
Massachusetts
$563M +$37.4M +7% 8.21% 62.5% 155
HA
1922
Halsey Associates
Connecticut
$562M +$47.4M +9% 9.21% 63.8% 97
HEIP
1923
Hudson Edge Investment Partners
New Jersey
$562M +$25.8M +5% 5.6% 52.3% 158
CNBT
1924
Canandaigua National Bank & Trust
New York
$562M +$40.9M +8% 7.94% 356
TIM
1925
Thompson Investment Management
Wisconsin
$561M +$13.1M +2% 4.31% 63.7% 186