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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LA
3401
Lexington Advisors
New York
$156M -$58.2M -27% 10.7% 27% 5
OA
3402
Opes Advisors
California
$156M -$5.09M -3% 5.75% 66
MBA
3403
McQueen Ball & Associates
Pennsylvania
$156M +$3.9M +3% 3.8% 53.6% 111
AFA
3404
Alta Fundamental Advisers
New York
$156M +$39.6M +34% 2.36% 104% 29
PCFFS
3405
Pacific Center for Financial Services
California
$156M +$6.95M +5% 3.47% 328
PAM
3406
Pope Asset Management
Tennessee
$156M +$16.8M +12% 0.55% 29
ICM
3407
IMS Capital Management
Oregon
$156M +$49.9M +47% 5.3% 87.8% 155
RCG
3408
Ruggie Capital Group
Florida
$156M +$7.97M +5% 4.47% 21.9% 299
SAM
3409
Shamrock Asset Management
Texas
$156M -$4.1M -3% 5.05% 31% 308
CBCM
3410
Cook & Bynum Capital Management
Alabama
$156M +$6.2M +4% 4.82% 59.6% 5
QAM
3411
Quantres Asset Management
Cayman Islands
$156M +$2.06M +1% 1.71% 11.2% 268
EP
3412
Elkhorn Partners
Nebraska
$156M -$1.62M -1% 0.22% 7.74% 41
MSWM
3413
Mader & Shannon Wealth Management
Missouri
$156M +$83.1M +115% 3.44% 34.7% 32
KAM
3414
Kavi Asset Management
New York
$156M +$5.68M +4% 10.9% 140% 39
LPIC
3415
LeJeune Puetz Investment Counsel
Michigan
$155M +$8.01M +5% 4.83% 64% 152
SCM
3416
Sitrin Capital Management
California
$155M +$7.88M +5% 7.9% 105% 43
KM
3417
Kalos Management
Georgia
$155M +$45.9M +42% 5.38% 47.8% 155
SDWMA
3418
Schneider Downs Wealth Management Advisors
Pennsylvania
$155M +$2.81M +2% 4.51% 48.8% 46
WCG
3419
Wall Capital Group
Arizona
$155M +$7.49M +5% 3.95% 16.6% 52
WAM
3420
Wilsey Asset Management
California
$155M +$17.4M +13% 8.76% 58.6% 21
BCM
3421
Billings Capital Management
Virginia
$155M +$16.8M +12% 4.14% 9
WCM
3422
Waterstone Capital Management
Minnesota
$155M -$17.4M -10% 0.42% 23.4% 24
PI
3423
Pettee Investors
Connecticut
$155M +$42.1M +37% 5.28% 59.9% 117
RGC
3424
Roberts, Glore & Co
Illinois
$155M +$4.64M +3% 4.84% 56.2% 150
DJC
3425
Daily Journal Corp
California
$154M +$2.37M +2% 1.62% 79.3% 4