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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TCCM
3301
Timber Creek Capital Management
Massachusetts
$128M +$8.98M +8% 7.62% 78.7% 96
GL
3302
Globe Life
Texas
$128M +$3.93M +3% 4.2% 59.3% 27
PTA
3303
Pear Tree Advisors
Massachusetts
$128M +$4.4M +4% 3.4% 45.7% 53
BAM
3304
Boyar Asset Management
New York
$128M -$1.69M -1% 9.35% 64.5% 69
NG
3305
Northstar Group
New York
$128M – – 6.13% 67.9% 112
MCWS
3306
McKinley Carter Wealth Services
West Virginia
$128M +$22.4M +21% 6.78% 47.5% 104
RJA
3307
Robshaw & Julian Associates
New York
$127M +$527K +0.4% 2.45% 19.3% 35
BPV
3308
Battery Partners VIII
Massachusetts
$127M +$105M +482% 36% – 3
SCM
3309
Sio Capital Management
New York
$127M – – 24.4% 239% 30
PHAM
3310
Palisades Hudson Asset Management
Florida
$127M +$5.19M +4% 3.89% 50.1% 95
KCPG
3311
Kavar Capital Partners Group
Kansas
$127M +$10.2M +9% 4.48% 59% 131
BL
3312
Bolton LP
Connecticut
$127M -$38M -23% 5.63% – 63
PVMCI
3313
Polaris Venture Management Co IV
Massachusetts
$127M +$19M +18% 26.5% 51.8% 3
QGM
3314
Quality Growth Management
California
$127M +$3.06M +2% 2.97% – 28
RTS
3315
Round Table Services
New Jersey
$126M +$7.16M +6% 2.11% 16.1% 66
SCM
3316
Somerset Capital Management
United Kingdom
$126M -$10.2M -7% 1.79% 7.5% 14
DCM
3317
DAFNA Capital Management
California
$126M +$27.3M +27% 16.1% 117% 70
PVMCV
3318
Polaris Venture Management Co V
Massachusetts
$126M -$3.18M -2% 2.83% 279% 6
GIS
3319
Guardian Investor Services
New York
$126M +$1.96M +2% 5.5% – 503
FL
3320
Fort LP
Maryland
$126M – – 7.56% 56.8% 47
GWA
3321
Genesis Wealth Advisors
Massachusetts
$126M – – 1.06% – 505
EWMCB
3322
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$126M – – 1.74% 13% 79
QCI
3323
Quaker Capital Investments
Pennsylvania
$126M – – 2.02% 97.4% 33
GIM
3324
Greenwich Investment Management
Connecticut
$126M -$21.4M -15% 1.99% – 47
FA
3325
Fagan Associates
New York
$126M +$4.09M +3% 7.72% 91.2% 99
131 132
133
134 135