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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IDA
2501
Intelligence Driven Advisers
California
$619M +$55.6M +10% 8.93% 40.3% 105
HIC
2502
Hartline Investment Corp
Illinois
$618M +$61.7M +11% 15% 151% 112
TIP
2503
Torray Investment Partners
Maryland
$618M +$51.1M +9% 12% 74% 97
AAM
2504
Auxier Asset Management
Oregon
$618M +$32M +5% 8.28% 52% 174
WC
2505
Waterloo Capital
Texas
$618M +$277M +81% 9.72% – 397
SFC
2506
SYM Financial Corp
Indiana
$618M +$54.3M +10% 9.44% 41.3% 207
SJIC
2507
St. James Investment Company
Texas
$617M -$39.4M -6% 5.34% 37.8% 27
VCM
2508
Violich Capital Management
California
$616M +$29.9M +5% 9.25% 68.6% 107
AI
2509
Arvest Investments
Arkansas
$616M – – 8.26% – 154
OCG
2510
Opus Capital Group
Ohio
$615M +$51.4M +9% 8.92% 36.8% 124
CC
2511
Covalis Capital
United Kingdom
$615M +$49.6M +9% 2.44% 3.46% 79
RIA
2512
RPG Investment Advisory
California
$614M +$70.3M +13% 13% 147% 87
FMP
2513
Financial Management Professionals
Texas
$614M +$45M +8% 9.62% 51.4% 1,094
MAM
2514
Mark Asset Management
New York
$614M +$84.2M +16% 16.8% 243% 56
SWA
2515
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 10.7% 50.2% 196
IFWM
2516
Institute for Wealth Management
Colorado
$613M +$64.9M +12% 13.1% 123% 491
UWPG
2517
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 10.3% 53.6% 105
HCA
2518
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 9.44% 38.8% 208
AWP
2519
Ascent Wealth Partners
New York
$612M +$69.5M +13% 11% 76.4% 165
CWP
2520
Curated Wealth Partners
California
$612M +$63.3M +12% 10.9% – 148
ECM
2521
Estabrook Capital Management
New York
$612M +$44.2M +8% 11.5% 64.6% 377
LCG
2522
Luxor Capital Group
New York
$611M -$311M -34% 6.11% 33.6% 41
CIC
2523
Cornercap Investment Counsel
Georgia
$611M +$61.5M +11% 12.6% 45.9% 675
QI
2524
Qtron Investments
Massachusetts
$610M +$85.6M +16% 12.4% 114% 481
TAM
2525
Third Avenue Management
New York
$609M +$12.8M +2% 18.3% 77.9% 60
99 100
101
102 103