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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KIA
2426
King Investment Advisors
Texas
$219M -$13.1M -6% 11.3% 135
PFP
2427
Pinnacle Financial Partners
Tennessee
$219M +$17.8M +9% 9.95% 32.9% 245
TL
2428
TowerView LLC
New York
$219M +$12.6M +6% 15.9% 10.7% 22
TSBJ
2429
Trevor, Stewart, Burton & Jacobsen
New York
$219M +$25.1M +13% 10.3% 61
SIA
2430
Spruce Investment Advisors
Connecticut
$219M +$79.5M +57% 7.84% 23.5% 23
CAM
2431
CG Asset Management
New York
$218M 14.8% 62.8% 126
RC
2432
Roundview Capital
New Jersey
$218M +$25.6M +13% 8.73% 68.1% 136
MCP
2433
Moab Capital Partners
New York
$218M +$49.8M +30% 17% 84.9% 37
WC
2434
Whitnell & Co
Illinois
$218M +$15.1M +7% 7.78% 36.5% 279
TSAM
2435
Trinity Street Asset Management
United Kingdom
$218M 4.32% 72.7% 10
MIM
2436
Merion Investment Management
Florida
$218M 12.3% 27.7% 15
FTIM
2437
Flowering Tree Investment Management
Singapore
$218M +$20.2M +10% 24.2% 47.4% 9
RAM
2438
Roanoke Asset Management
New Jersey
$218M +$11.5M +6% 11% 50.3% 116
PCM
2439
Peg Capital Management
New Hampshire
$217M +$21.3M +11% 7.34% 35
MCM
2440
Matterhorn Capital Management
Texas
$217M +$17.2M +9% 10.4% 38.7% 58
JHWCP
2441
J.H. Whitney Capital Partners
Connecticut
$217M -$52.4M -19% 19.5% 95.7% 1
MBE
2442
Michael B. Elefante
$217M +$17.3M +9% 11.4% 114
EWM
2443
Edge Wealth Management
New York
$216M +$52.6M +32% 8.73% 47.6% 403
RCM
2444
Regiment Capital Management
Massachusetts
$216M +$119M +124% 10.5% 21
MMG
2445
Monetary Management Group
Missouri
$216M +$25.5M +13% 11.3% 100% 274
CCB
2446
Cutter & Co Brokerage
Missouri
$215M -$9.14M -4% 4.82% 40.4% 236
PAS
2447
Partnervest Advisory Services
California
$215M +$19M +10% 5.33% 45.1% 1,173
NAMP
2448
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215M +$18.9M +10% 9.35% 63.6% 96
LC
2449
Lilley & Co
Michigan
$215M +$23.9M +13% 8.24% 108
BC
2450
Barnett & Company
Tennessee
$215M +$20.2M +10% 8.01% 49.5% 201