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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CAM
4326
Concorde Asset Management
Michigan
$87.6M +$5.84M +7% 3.01% 31.8% 129
GCM
4327
Gator Capital Management
Florida
$87.5M -$16.2M -16% 4.24% 162% 117
DFIG
4328
Dragon Financial & Investment Group
California
$87.4M -$22.9M -21% 0.27% – 37
HFP
4329
Holistic Financial Partners
Indiana
$87.4M -$32.6M -27% 1.49% 79.7% 446
CRIG
4330
Charter Research & Investment Group
Connecticut
$87.2M +$3.44M +4% 1.93% 54.7% 76
CP
4331
Clover Partners
Texas
$87M -$2.71M -3% 4.6% 32.3% 29
JCM
4332
JD Capital Management
Connecticut
$87M +$22.4M +35% 0.18% 12.5% 17
LFG
4333
Larson Financial Group
Missouri
$86.8M +$1.63M +2% 1.36% 57.2% 50
KCP
4334
Kenmare Capital Partners
New York
$86.7M -$6.68M -7% 7.3% 48.8% 20
CFGF
4335
Compass Financial Group (Florida)
Florida
$86.7M +$2.51M +3% 2.18% 32.9% 18
NWS
4336
Newport Wealth Strategies
California
$86.4M -$41.4M -32% 4% 51.3% 101
CAM
4337
Chesapeake Asset Management
New York
$85.8M -$7.44M -8% 3.16% 65.7% 67
SNBOSD
4338
Security National Bank of So Dak
Iowa
$85.8M -$1.51M -2% 2.45% – 88
SP
4339
Successful Portfolios
Florida
$85.6M +$3.26M +4% 1.99% 69.6% 138
TODC
4340
Trustees of Dartmouth College
New Hampshire
$85.5M +$14.7M +21% 20.9% – 28
FCM
4341
Fairbanks Capital Management
California
$85.4M -$13.7M -14% 6.74% 93.3% 31
UIA
4342
UBP Investment Advisors
Switzerland
$84.8M -$7.82M -8% 2.2% 11.2% 52
CC
4343
Colrain Capital
Massachusetts
$84.8M -$9.6M -10% 5.16% – 39
ALIONA
4344
Allianz Life Insurance of North America
Minnesota
$84.6M +$12.5M +17% 1.76% – 124
UC
4345
Unterberg Capital
New York
$84.4M -$1.22M -1% 20.7% – 30
MAMNY
4346
Marathon Asset Management (New York)
New York
$84.3M -$31.8M -27% 1.72% 66.8% 18
AAC
4347
Acorn Advisory Capital
New York
$84.3M +$22.7M +37% 9.94% – 61
DVC
4348
Deer VII & Co
New York
$83.7M +$56.9M +213% 40.5% 410% 4
KIG
4349
Kessler Investment Group
Indiana
$83.5M +$4.88M +6% 5.79% 191% 185
IVMX
4350
Institutional Venture Management XV
California
$83.4M +$6.03M +8% 3.51% 182% 5
172 173
174
175 176