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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LAM
4051
Lapides Asset Management
Connecticut
$241M -$9.42M -4% 4.32% 62.9% 89
GSEP
4052
Golden State Equity Partners
California
$241M -$16.4M -6% 0.92% – 282
MAG
4053
Mokosak Advisory Group
Iowa
$241M +$3.12M +1% 1.13% 41.1% 25
WMRU
4054
William Marsh Rice University
Texas
$241M +$8.75M +4% 3.62% 13.7% 7
BHA
4055
Beech Hill Advisors
New York
$241M -$5.39M -2% 2.68% 93.8% 87
HWA
4056
Heritage Way Advisors
Illinois
$241M -$2.53M -1% 1.4% 79.5% 70
HIM
4057
Hotaling Investment Management
Pennsylvania
$241M -$5.32M -2% 1.13% 52.7% 134
OAM
4058
Oak Asset Management
California
$241M +$2.79M +1% 2.3% 63.9% 100
BA
4059
Ballast Advisors
Minnesota
$241M +$4.05M +2% 0.77% 64.9% 183
IRM
4060
Income Research & Management
Massachusetts
$240M -$30.6M -11% 0% 0.84% 17
CCM
4061
Crestwood Capital Management
New York
$240M -$17.7M -7% 5.1% 198% 24
VCM
4062
Verde Capital Management
Michigan
$240M +$2.6M +1% 1.1% 70.1% 42
BAM
4063
Baldrige Asset Management
Pennsylvania
$240M +$9.24M +4% 0.09% 43.5% 365
KCMH
4064
Keywise Capital Management (HK)
Hong Kong
$239M -$169M -41% 30.2% 877% 25
DA
4065
Denali Advisors
California
$239M -$21.9M -8% 2.21% 77.9% 331
FLA
4066
Financial Life Advisors
Texas
$239M +$6.85M +3% 0.94% 31.3% 56
AIM
4067
AMI Investment Management
Indiana
$239M -$13.7M -5% 0.49% 55.2% 77
TWM
4068
TMD Wealth Management
Arizona
$239M +$9.66M +4% 1.09% 2.39% 43
ONPI
4069
Owls Nest Partners IA
Pennsylvania
$239M +$21.7M +10% 0.25% 125% 15
SCM
4070
Stevens Capital Management
Pennsylvania
$238M -$103M -30% 2.44% 73.4% 277
LRIA
4071
Leonard Rickey Investment Advisors
Washington
$238M +$6.91M +3% 1.56% 39.5% 74
SM
4072
Soapstone Management
Maryland
$238M -$11.2M -4% 3.3% 50.4% 21
CA
4073
Claro Advisors
Massachusetts
$238M +$15.6M +7% 0.39% 76.1% 267
FA
4074
Friess Associates
Delaware
$238M -$27.3M -10% 1.65% 257% 115
MFGP
4075
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238M +$2.59M +1% 0.99% 46.4% 60
161 162
163
164 165