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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PHS
1926
PFM Health Sciences
California
$1.15B -$149M -11% 9.02% 131% 82
CCM
1927
Condor Capital Management
New Jersey
$1.15B +$79.4M +7% 7.99% 52.6% 198
XF
1928
XML Financial
Maryland
$1.15B +$81.7M +8% 7.55% 45.3% 385
DAM
1929
Delta Asset Management
Tennessee
$1.15B +$96.5M +9% 12.1% 60.1% 617
ELFC
1930
E-L Financial Corp
Ontario, Canada
$1.15B +$52.1M +5% 10.5% 63.8% 1
TTWM
1931
TCV Trust & Wealth Management
Virginia
$1.14B +$64.6M +6% 8.95% 55.3% 221
CAM
1932
Cozad Asset Management
Illinois
$1.14B +$143M +14% 12.4% 89.3% 414
LFM
1933
LGT Fund Management
Liechtenstein
$1.14B +$33.6M +3% 12.2% 107% 267
PIA
1934
Petredis Investment Advisors
Pennsylvania
$1.14B +$184M +19% 15.7% 107
AIM
1935
Anchor Investment Management
South Carolina
$1.14B +$67.6M +6% 7.19% 58.6% 1,077
MIM
1936
Morningstar Investment Management
Illinois
$1.14B -$35.1M -3% 8.75% 44.6% 211
MFG
1937
Magnus Financial Group
New York
$1.14B +$106M +10% 8.97% 57.4% 393
AC
1938
AltraVue Capital
Washington
$1.14B +$141M +14% 19.5% 182% 27
FFBTD
1939
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 7.95% 47.7% 214
RWM
1940
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 9.04% 53% 180
CC
1941
Clearline Capital
New York
$1.14B +$146M +15% 8.64% 9.29% 147
RWM
1942
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 7.72% 38.3% 109
SAM
1943
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 10.4% 3,013
CS
1944
Central Securities
New York
$1.13B +$82.6M +8% 9.54% 102% 27
LLL
1945
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 5.92% 7.16% 32
SS
1946
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 8.72% 73.8% 1,921
BCM
1947
Benchstone Capital Management
New York
$1.13B +$192M +20% 17.1% 50
SFM
1948
Stack Financial Management
Montana
$1.13B -$68.5M -6% 6.73% 54.1% 55
CMF
1949
Counterpoint Mutual Funds
California
$1.13B 6% 299
CIS
1950
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 17.8% 117% 172