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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BFC
2176
Banc Funds Company
Illinois
$843M -$41.7M -5% 0.25% 18.2% 135
JSC
2177
J. Stern & Co
United Kingdom
$840M +$49.5M +6% 5.98% 44
JIR
2178
James Investment Research
Ohio
$840M -$1.85M -0.2% 4.13% 82.5% 338
DAM
2179
Dorsey Asset Management
Illinois
$839M -$20.8M -2% 0.3% 138% 11
PCP
2180
P2 Capital Partners
New York
$839M -$6.76M -0.8% 6.94% 20.3% 16
CPBTD
2181
Central Pacific Bank - Trust Division
Hawaii
$839M +$33M +4% 2.56% 1,003
HTIM
2182
Harbour Trust & Investment Management
Indiana
$838M +$41.9M +5% 7.25% 163
MAA
2183
Matrix Asset Advisors
New York
$837M +$979K +0.1% 1.79% 59.1% 105
MIM
2184
Miller Investment Management
Pennsylvania
$837M +$54.2M +7% 0.65% 63.1% 107
HWA
2185
Heartwood Wealth Advisors
Virginia
$837M +$24.5M +3% 0.47% 38.4% 177
MWM
2186
Meridian Wealth Management
Kentucky
$837M +$236M +39% 6.59% 96.6% 489
MIC
2187
Means Investment Company
Maine
$836M +$63.4M +8% 5.6% 88.9% 199
HIC
2188
Harvey Investment Company
Kentucky
$836M -$49.8M -6% 2.75% 57.3% 100
SSWM
2189
Sheets Smith Wealth Management
North Carolina
$836M -$56.8M -6% 1.29% 55.4% 414
BCMO
2190
Buckingham Capital Management (Ohio)
Ohio
$836M +$19.9M +2% 2.88% 26.3% 139
JAG
2191
Journey Advisory Group
Kentucky
$836M +$26.2M +3% 2.41% 54.5% 238
CCG
2192
Cypress Capital Group
Florida
$834M -$266K -0% 3.13% 72.1% 308
WC
2193
Waterloo Capital
Texas
$833M +$50.5M +6% 3.02% 404
SCM
2194
SOL Capital Management
Maryland
$833M +$38M +5% 1.34% 58.3% 310
SAA
2195
Southeast Asset Advisors
Georgia
$832M +$849K +0.1% 2.53% 65.7% 173
MCM
2196
Manchester Capital Management
Vermont
$832M +$20.6M +3% 3.65% 53.6% 1,185
AIA
2197
Alera Investment Advisors
Illinois
$832M +$92.1M +12% 3.44% 28.9% 296
CIPU
2198
Caledonia Investments plc (UK)
United Kingdom
$831M +$56.5M +7% 3.35% 81% 14
1IA
2199
1834 Investment Advisors
Wisconsin
$830M -$11.2M -1% 1.14% 46% 225
SAM
2200
Southernsun Asset Management
Tennessee
$829M -$68.9M -8% 2.74% 44.7% 28