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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BA
2501
Bristlecone Advisors
Washington
$286M +$5.73M +2% 6.23% 78.9% 161
YEPI
2502
Yorktown Energy Partners IX
New York
$286M +$131M +85% 20.5% 4.82% 2
CS
2503
Credential Securities
$285M +$34.7M +14% 5.36% 32.6% 290
JAM
2504
JCIC Asset Management
Ontario, Canada
$285M -$10.5M -4% 4.73% 41% 61
FTC
2505
Farmers Trust Company
Ohio
$284M -$5.54M -2% 5.3% 67.2% 144
HCP
2506
Holt Capital Partners
Texas
$284M +$13.8M +5% 3.69% 50% 137
CIM
2507
Contravisory Investment Management
Massachusetts
$284M -$10.3M -4% 6.92% 97.7% 351
IAM
2508
Ion Asset Management
Israel
$283M +$46.6M +20% 18.7% 75% 16
GFA
2509
Gallagher Fiduciary Advisors
Illinois
$283M -$50.9M -15% 3.3% 76.8% 7
TB
2510
Terril Brothers
Missouri
$283M -$3.69M -1% 3.07% 52.7% 47
IB
2511
Intrust Bank
Kansas
$283M +$18.7M +7% 5.8% 80.9% 377
OIA
2512
Optimum Investment Advisors
Illinois
$282M +$16.3M +6% 5.14% 92.1% 298
WDL
2513
Well Done LLC
Michigan
$282M +$17.2M +6% 3.98% 64.9% 107
PJSIMP
2514
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282M +$11.5M +4% 5.13% 58.2% 129
MAC
2515
Monarch Alternative Capital
New York
$281M -$102M -27% 2.39% 107% 7
ARMC
2516
American Research & Management Company
Massachusetts
$281M -$10.8M -4% 5.5% 35.1% 375
RI
2517
RWWM Inc
California
$281M +$8.53M +3% 2.49% 41.7% 10
KFA
2518
Kays Financial Advisory
Georgia
$281M +$24M +9% 3.58% 23.2% 77
ANB
2519
Amarillo National Bank
Texas
$280M +$11.2M +4% 2.73% 46.4% 80
BIA
2520
Biondo Investment Advisors
Pennsylvania
$280M -$22.4M -7% 7.07% 102% 86
RIM
2521
Rampart Investment Management
Connecticut
$279M +$3.97M +1% 5.67% 74% 514
LA
2522
LVW Advisors
New York
$279M -$7.1M -2% 4.8% 54.5% 146
MAP
2523
Managed Asset Portfolios
Michigan
$279M +$24.9M +10% 8.41% 56.6% 31
SMC
2524
Smith, Moore & Co
Missouri
$279M +$16.3M +6% 5.1% 51.1% 248
NGA
2525
Naples Global Advisors
Florida
$279M +$21.8M +8% 5.81% 57% 278