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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIM
4001
Sentry Investment Management
Wisconsin
$243M +$16.4M +7% 10.2% 107% 505
PBPIA
4002
Pivotal bioVenture Partners Investment Advisor
California
$243M +$12.9M +6% 23.3% 761% 11
IMA
4003
Investment Management Associates
Colorado
$243M +$3.74M +2% 1.12% 51.8% 44
HNW
4004
High Note Wealth
Minnesota
$243M +$3.8M +2% 5.8% 61.9% 99
HCA
4005
Horan Capital Advisors
Ohio
$243M +$14.7M +6% 5.1% 26.6% 102
CFO
4006
Collective Family Office
Pennsylvania
$243M +$20M +9% 3.47% 35.8% 185
VM
4007
Venator Management
Pennsylvania
$242M +$22.6M +10% 17.5% 155% 33
WA
4008
WP Advisors
California
$242M +$18.8M +8% 12.3% 102% 105
MP
4009
Mediatel Partners
Texas
$242M +$19.2M +9% 8.84% 3.27% 3
GDS
4010
Gimbel Daniel Scott
$242M -$31.7M -12% 11.6% 61.2% 2
BA
4011
Bard Associates
Illinois
$242M +$9.77M +4% 7.03% 145% 200
BA
4012
Birinyi Associates
Connecticut
$242M +$33.7M +16% 15.8% 109% 62
CP
4013
Capital Planning
Washington
$242M +$16.9M +8% 8.62% 69.9% 77
2C
4014
272 Capital
Texas
$242M +$18.2M +8% 4.9% 46.5% 82
AEPLI
4015
AH Equity Partners LSV III
California
$241M +$56.6M +31% 33.4% – 3
MPAM
4016
Murphy Pohlad Asset Management
Minnesota
$241M -$3.03M -1% 1.11% 40.9% 118
LMKC
4017
L.M. Kohn & Company
Ohio
$241M +$27.5M +13% 8.75% 76.3% 240
TODC
4018
Trustees of Dartmouth College
New Hampshire
$241M -$3.93M -2% 1.6% – 2
SC
4019
Shay Capital
New York
$241M +$77.2M +47% 5.31% 62.4% 414
CCM
4020
Carronade Capital Management
Connecticut
$241M -$37.4M -13% 1.4% 24.5% 33
RWI
4021
Red Wave Investments
Pennsylvania
$241M +$3.89M +2% 6.41% 47.8% 99
IC
4022
Ikarian Capital
Texas
$241M -$68K -0% 8.94% 441% 106
BDA
4023
Borer Denton & Associates
Pennsylvania
$241M +$15M +7% 4.03% 52.1% 63
HI
4024
Humankind Investments
New York
$241M +$10.2M +4% 6.01% 48.9% 124
WAM
4025
Wakefield Asset Management
Colorado
$241M +$4.22M +2% 7.95% 106% 217
159 160
161
162 163