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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NAM
2451
NTV Asset Management
West Virginia
$699M +$42.5M +6% 3.34% 74.3% 264
PIA
2452
Perennial Investment Advisors
California
$698M +$41.5M +6% 3.91% 71.2% 375
MIG
2453
McGuire Investment Group
Rhode Island
$697M +$12.9M +2% 5.41% 103% 117
RWA
2454
River Wealth Advisors
Pennsylvania
$697M +$9.3M +1% 2.95% 69.8% 209
HFS
2455
Heritage Financial Services
Massachusetts
$697M +$25M +4% 1.29% 29.8% 108
AFM
2456
Anson Funds Management
Texas
$696M -$703M -50% 3.9% 225% 201
HI
2457
Hendershot Investments
Virginia
$696M -$3.5M -0.5% 0.29% 62.8% 137
SLG
2458
Stanley-Laman Group
Pennsylvania
$696M -$17.3M -2% 1.83% 60.5% 288
CA
2459
Continuum Advisory
Idaho
$694M +$25.8M +4% 2.61% 55.9% 1,763
SP
2460
ShawSpring Partners
Massachusetts
$693M -$85.3M -11% 3.76% 50.2% 10
QI
2461
Qtron Investments
Massachusetts
$692M -$13.9M -2% 5.79% 114% 507
MSAM
2462
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 2.53% 63.5% 519
CFFP
2463
Center for Financial Planning
Michigan
$692M +$22.7M +3% 1.4% 54.5% 634
TCOT
2464
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 4.13% 72.2% 237
EBSAM
2465
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 5.16% 40.6% 99
WCM
2466
Wallace Capital Management
Texas
$690M -$43M -6% 3.6% 40.3% 81
SNB
2467
Security National Bank
Nebraska
$689M +$28.1M +4% 5.59% 112% 295
DA
2468
Dillon & Associates
Michigan
$688M +$51.3M +8% 9.36% 121% 83
RMC
2469
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 2.19% 63% 451
SWA
2470
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 1.08% 101
GIP
2471
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 1.3% 63.2% 129
ANRF
2472
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 2.92% 30.7% 55
MWA
2473
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 2.19% 58.4% 163
GC
2474
Gilbert & Cook
Iowa
$684M -$49.7M -7% 1.87% 53.6% 229
LP
2475
LGL Partners
Pennsylvania
$684M +$87.1M +15% 2.65% 56.7% 120