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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PIM
2151
Penobscot Investment Management
Massachusetts
$463M +$32.7M +8% 7.44% 84.3% 200
FHC
2152
Forest Hill Capital
Arkansas
$463M +$80.2M +21% 1.85% 51.1% 56
IWM
2153
IHT Wealth Management
Illinois
$462M +$71M +18% 5.91% 63.4% 449
PCM
2154
Prana Capital Management
Connecticut
$462M +$87M +23% 0.59% 46% 56
KDA
2155
KPCB DGF Associates
California
$462M -$65.2M -12% 24.2% 5
ST
2156
Sentinel Trust
Texas
$461M +$13.8M +3% 3.81% 65.5% 120
3C
2157
361 Capital
Colorado
$461M +$19.6M +4% 9.82% 118% 435
AWG
2158
Alpha Wave Global
New York
$460M -$88.4M -16% 1.16% 124% 32
EIM
2159
Elephas Investment Management
Hong Kong
$459M -$117M -20% 12.2% 430% 22
ZIG
2160
Zuckerman Investment Group
Illinois
$459M +$32.5M +8% 4.95% 126% 61
GCA
2161
Greenwood Capital Associates
South Carolina
$459M +$25M +6% 7.93% 60.4% 233
SWM
2162
Segment Wealth Management
Texas
$459M +$35M +8% 6.91% 90.2% 237
BST
2163
Bath Savings Trust
Maine
$458M +$33.7M +8% 10.7% 59.3% 122
LAM
2164
Lapides Asset Management
Connecticut
$458M -$12.5M -3% 3.64% 62.9% 91
MRCM
2165
M&R Capital Management
New Jersey
$458M +$22.5M +5% 6.28% 52.6% 568
EA
2166
Evanston Advisors
Illinois
$458M +$14.3M +3% 2.29% 16% 80
AA
2167
Apriem Advisors
California
$457M +$11.7M +3% 6.07% 62.4% 461
MCP
2168
Moab Capital Partners
New York
$457M +$43.4M +11% 3.98% 84.9% 38
IAA
2169
Independent Advisor Alliance
North Carolina
$456M +$35.8M +9% 5.48% 94.6% 409
PL
2170
Parthenon LLC
Kentucky
$455M +$21.5M +5% 9.4% 71.4% 108
HRCM
2171
Hawk Ridge Capital Management
California
$455M +$45.3M +11% 5.68% 44.7% 59
EFS
2172
Essex Financial Services
Connecticut
$454M +$39.1M +9% 8.16% 70% 307
PP
2173
Pegasus Partners
Wisconsin
$454M +$20.1M +5% 5.28% 32.6% 154
OIM
2174
Oracle Investment Management
Connecticut
$454M +$43.8M +11% 95.7% 540% 18
PTC
2175
Petrus Trust Company
Texas
$454M -$17.5M -4% 4.17% 46.1% 372