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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFG
2501
StrategIQ Financial Group
Indiana
$370M +$48.2M +15% 14% 12.6% 198
BWC
2502
Blue Whale Capital
United Kingdom
$370M +$143M +63% 32.1% 215% 17
NG
2503
NatWest Group
United Kingdom
$370M +$7.89M +2% 24.4% 174% 83
LGP
2504
Leonard Green & Partners
California
$370M +$262M +243% 33.4% 21% 38
PCM
2505
PenderFund Capital Management
British Columbia, Canada
$370M +$49.6M +15% 25.6% 114% 77
DA
2506
Dillon & Associates
Michigan
$369M +$72.4M +24% 26.9% 121% 68
RB
2507
Rodgers Brothers
Pennsylvania
$369M +$53.8M +17% 19.3% 52% 199
BAM
2508
Bell Asset Management
Australia
$369M +$47.9M +15% 20.5% 46.1% 63
SFP
2509
Shepherd Financial Partners
Massachusetts
$369M +$79.9M +28% 20.9% 59.8% 130
GWI
2510
Grace & White Inc
New York
$368M +$84.1M +30% 26.3% 52.5% 128
PDM
2511
Penn Davis McFarland
Texas
$368M +$80.3M +28% 21.8% 63.6% 48
KFGK
2512
Keystone Financial Group (Kentucky)
Kentucky
$368M +$66.2M +22% 19.7% – 238
KAM
2513
Krensavage Asset Management
New York
$368M +$56.7M +18% 19.5% 56.4% 13
NB
2514
Northwest Bancshares
Pennsylvania
$367M +$166M +83% 16.5% 52.1% 228
ADL
2515
Asset Dedication LLC
California
$367M +$31M +9% 17.1% 50.5% 727
CM
2516
Columbus Macro
Pennsylvania
$367M +$21.6M +6% 10.8% 35.4% 161
NEPWA
2517
New England Private Wealth Advisors
Massachusetts
$366M +$72.1M +25% 17.3% 36.3% 84
KJHP
2518
K.J. Harrison & Partners
Ontario, Canada
$366M +$186M +104% 23.5% 100% 221
OFM
2519
Omega Fund Management
Massachusetts
$366M +$124M +51% 92.5% 82.4% 16
PRCP
2520
Pacific Ridge Capital Partners
Oregon
$366M +$98.6M +37% 25.3% 97.5% 129
UONDDL
2521
University of Notre Dame du Lac
Indiana
$365M +$40.8M +13% 30.9% – 63
IR
2522
IAT Reinsurance
New York
$365M +$11.7M +3% 14.7% 1.09% 97
MFW
2523
Meristem Family Wealth
Minnesota
$365M +$39.5M +12% 19.5% 67.7% 203
CIEP
2524
Constellation Investimentos e Participacoes
Brazil
$364M +$210M +136% 102% 220% 4
MBT
2525
Montecito Bank & Trust
California
$364M +$59.1M +19% 17.4% 30.7% 207
99 100
101
102 103