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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WAM
4201
Westport Asset Management
Connecticut
$228M +$8.63M +4% 4.02% 81% 76
JGIA
4202
Jackson Grant Investment Advisers
Connecticut
$228M +$10.2M +5% 5.74% 44.9% 382
MSWMA
4203
Market Street Wealth Management Advisors
Indiana
$228M +$58.6M +35% 5.58% 31.6% 67
DFA
4204
Delta Financial Advisors
Louisiana
$227M +$13.5M +6% 7.25% 77% 117
JWM
4205
JFG Wealth Management
Colorado
$227M +$47.9M +27% 9.93% 48.4% 47
SC
4206
Schulhoff & Co
Ohio
$227M +$8.48M +4% 3.21% 30.1% 118
HAFS
4207
Hapanowicz & Associates Financial Services
Pennsylvania
$227M +$16.6M +8% 4.46% 53.8% 33
OHSU
4208
Oregon Health & Science University
Oregon
$227M +$18.2M +9% 8.45% – 1
CCMT
4209
CMT Capital Markets Trading
Germany
$227M +$74.5M +49% 0.15% 1.34% 117
PC
4210
Phoenician Capital
New York
$227M +$33.4M +17% 0.24% 40.8% 15
PC
4211
PhiloSmith Capital
Connecticut
$227M -$4.06M -2% 2.6% 96.6% 32
NP
4212
Ninepoint Partners
Ontario, Canada
$227M +$86.7M +62% 10.2% 25.5% 99
OPTFSNA
4213
Old Point Trust & Financial Services N A
Virginia
$226M +$11M +5% 5.29% 53.6% 73
RFN
4214
RDA Financial Network
Iowa
$226M -$6.69M -3% 7.34% 72.7% 237
SCA
4215
Stuart Chaussee & Associates
California
$226M -$33.3M -13% 6.99% 41% 308
LCM
4216
Lonestar Capital Management
California
$226M +$71.5M +46% 13.6% 45.2% 27
TA
4217
TA Associates
Massachusetts
$226M – – 2.99% – 1
TCM
4218
Tuttle Capital Management
Connecticut
$226M -$27.1M -11% 4.8% 46.4% 437
KDIA
4219
KPCB DGF III Associates
California
$226M – – 3.71% – 1
MCA
4220
Magnolia Capital Advisors
Mississippi
$226M +$175M +347% 5.88% 65.3% 155
WIC
4221
WealthBridge Investment Counsel
Alberta, Canada
$226M +$21.3M +10% 4.99% 62% 37
GAAM
4222
Guinness Atkinson Asset Management
California
$226M +$23.5M +12% 10.3% 116% 94
IBOK
4223
Independence Bank of Kentucky
Kentucky
$226M +$19.9M +10% 6.23% 61.8% 403
BO
4224
Bank OZK
Arkansas
$226M +$8.44M +4% 5.95% 76.2% 127
FA
4225
FC Advisory
Pennsylvania
$225M +$20M +10% 5.27% 35% 65
167 168
169
170 171