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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GFP
2526
Gryphon Financial Partners
Ohio
$347M -$770K -0.2% 0.55% 75.9% 175
CAM
2527
Cozad Asset Management
Illinois
$346M +$999K +0.3% 2.36% 89.3% 262
BS
2528
Boenning & Scattergood
Pennsylvania
$346M +$3.88M +1% 2.32% 34.6% 286
CC
2529
ClearArc Capital
Ohio
$346M +$6.84M +2% 2.21% 63.4% 366
CFSG
2530
Community Financial Services Group
Vermont
$346M +$53M +18% 1.54% 81
LWM
2531
Lenox Wealth Management
Ohio
$344M +$9.62M +3% 2.65% 24.7% 787
CPA
2532
Capital Planning Advisors
California
$344M +$3.17M +0.9% 1.02% 61.5% 159
KCM
2533
Karp Capital Management
California
$343M +$28M +9% 1.55% 21.3% 108
PMFA
2534
Plante Moran Financial Advisors
Michigan
$343M +$18.1M +6% 2.45% 55.9% 943
SSA
2535
South Street Advisors
New York
$343M +$7.13M +2% 1.9% 141% 70
SMI
2536
Shelter Mutual Insurance
Missouri
$343M -$7.66M -2% 1.02% 51.7% 45
SW
2537
SlateStone Wealth
Florida
$343M -$12.6M -4% 0.87% 69.1% 186
RI
2538
RWWM Inc
California
$342M -$18.4M -5% 2.25% 41.7% 14
LWIC
2539
Leith Wheeler Investment Counsel
British Columbia, Canada
$341M +$9.64M +3% 2.35% 54.9% 30
RBC
2540
Roble Belko & Company
Pennsylvania
$341M +$17.2M +5% 0.21% 41.6% 362
DPRC
2541
Deer Park Road Corp
Colorado
$341M +$1.17M +0.3% 0.45% 1.97% 45
HAM
2542
Hyperion Asset Management
Australia
$340M -$5.05M -1% 1.05% 188% 15
DWM
2543
Dorchester Wealth Management
Quebec, Canada
$340M +$2.58M +0.8% 1.19% 18.3% 137
ACP
2544
Aviance Capital Partners
Florida
$340M -$22M -6% 1.12% 81.3% 233
HH
2545
HSG Holding
Hong Kong
$340M -$107M -24% 2.29% 5.32% 12
YCM
2546
Yakira Capital Management
Connecticut
$340M -$152M -31% 3.22% 67.1% 189
MG
2547
McCutchen Group
Washington
$339M +$14.9M +5% 0.45% 2.54% 25
LIM
2548
Lancaster Investment Management
United Kingdom
$339M +$44.2M +15% 11.2% 62.1% 14
RTS
2549
Round Table Services
New Jersey
$338M +$13.7M +4% 0.54% 16.1% 152
AA
2550
Advisory Alpha
Michigan
$338M +$38.3M +13% 0.1% 37.4% 870