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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCB
3401
Cutter & Co Brokerage
Missouri
$321M +$25.1M +8% 6.19% 40.4% 232
PFA
3402
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 6.85% 57.3% 114
LBA
3403
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 13.3% 44.2% 59
AFFA
3404
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 1.41% – 16
QPWM
3405
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 10.7% – 267
ASP
3406
Adams Street Partners
Illinois
$321M +$20.8M +7% 1.95% 263% 20
AI
3407
AdvisorShares Investments
Maryland
$321M -$34.5M -10% 1.35% 67.7% 356
UF
3408
Univest Financial
Pennsylvania
$320M +$2.89M +0.9% 6.98% 60.4% 115
HFS
3409
Haverford Financial Services
Pennsylvania
$320M -$42.4M -12% 2.25% 58.6% 68
AGP
3410
Akaris Global Partners
New York
$320M +$30.4M +10% 20.5% 32.4% 20
HCM
3411
Horrell Capital Management
Arkansas
$320M +$17.9M +6% 6.25% 50.8% 213
CC
3412
Cypress Capital
Tennessee
$320M +$786K +0.2% 3.9% 28.2% 91
LL
3413
LWMG LLC
Minnesota
$319M +$40.8M +15% 5.2% – 96
PCM
3414
Punch Card Management
Florida
$319M +$10.6M +3% 3.91% 59.1% 4
HI
3415
Hyundai Investments
South Korea
$319M -$83.9M -21% 20.8% 83% 1
RDWM
3416
Red Door Wealth Management
Tennessee
$319M +$14.4M +5% 7.75% 85% 153
DA
3417
Doliver Advisors
Texas
$319M +$14.3M +5% 4.56% 67% 168
PCC
3418
Perry Creek Capital
New York
$318M -$23.6M -7% 3% 37.9% 16
PCM
3419
PenderFund Capital Management
British Columbia, Canada
$318M -$17M -5% 8.67% 114% 187
SDAM
3420
Shulman DeMeo Asset Management
New York
$318M +$17.7M +6% 6.95% 58.7% 137
LECM
3421
Lead Edge Capital Management
New York
$318M +$29.2M +10% 22.4% 114% 9
TCM
3422
Tradewinds Capital Management
Washington
$318M +$103M +48% 4.82% 43.4% 578
BAM
3423
Bayview Asset Management
Florida
$318M -$64.6M -17% 2.7% 23.3% 8
QFA
3424
Quantum Financial Advisors
California
$318M +$95.5M +43% 5.66% 46.1% 102
IVMX
3425
Institutional Venture Management XVI
California
$317M -$17.9M -5% 21.2% 486% 8
135 136
137
138 139