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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JGUA
2476
John G. Ullman & Associates
New York
$630M +$19.1M +3% 9.15% 60.4% 186
VNA
2477
Valley National Advisers
Pennsylvania
$630M +$57.6M +10% 10.7% 58.8% 1,296
CCFM
2478
Clear Creek Financial Management
Washington
$630M +$59.7M +10% 9.53% 55.7% 375
KC
2479
Kryger Capital
United Kingdom
$628M -$238M -27% 28.8% 453% 19
FRM
2480
Foundation Resource Management
Arkansas
$628M +$25.4M +4% 3.76% 32.3% 54
DCC
2481
Dow Chemical Company
Michigan
$627M -$5.98M -0.9% 8.95% 58.3% 6
CC
2482
Cadinha & Co
Hawaii
$626M +$174M +39% 11% 126% 96
RWA
2483
River Wealth Advisors
Pennsylvania
$626M +$67.2M +12% 12.1% 69.8% 217
PL
2484
Parkwood LLC
Ohio
$626M +$64M +11% 7.82% 82.8% 171
OCA
2485
Octagon Capital Advisors
New York
$625M +$56.9M +10% 42.4% 560% 47
MSAM
2486
Moloney Securities Asset Management
Missouri
$624M +$69.4M +13% 9.69% 63.5% 497
WIM
2487
WealthPlan Investment Management
Nebraska
$624M +$58.6M +10% 8.19% 46.3% 199
PRC
2488
Pearl River Capital
Michigan
$624M -$13.2M -2% 12.6% 20.4% 662
BEAM
2489
Baker Ellis Asset Management
Washington
$624M +$67M +12% 9.71% 59.9% 220
CM
2490
CastleKnight Management
New York
$624M +$37.2M +6% 4.73% 35.1% 327
SCA
2491
Stillwater Capital Advisors
Pennsylvania
$624M +$74.1M +13% 12.2% 115% 74
TCM
2492
Twele Capital Management
Minnesota
$623M +$39.7M +7% 8.87% 27.9% 42
MGAM
2493
McGowan Group Asset Management
Texas
$623M -$10.8M -2% 4.11% 39.2% 142
TIM
2494
Thompson Investment Management
Wisconsin
$622M +$58.9M +10% 11.8% 63.7% 446
NEAM
2495
New England Asset Management
Connecticut
$621M +$11.6M +2% 10.7% 40.9% 121
BPIH
2496
Broad Peak Investment Holdings
Singapore
$621M -$149M -19% 7.17% 37.1% 22
CHC
2497
City Holding Co
West Virginia
$620M +$59M +11% 10.8% 68.7% 527
NRG
2498
Nemes Rush Group
Michigan
$620M +$67.8M +12% 12.9% – 703
IWS
2499
Insight Wealth Strategies
California
$619M +$101M +20% 7.52% 42.7% 155
NRA
2500
NSI Retail Advisors
Pennsylvania
$619M +$147M +31% 10.6% 26.9% 51
98 99
100
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