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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BIC
1301
Beach Investment Counsel
Pennsylvania
$951M -$24.1M -2% 3.03% 36% 169
BAM
1302
BTS Asset Management
Massachusetts
$950M +$117M +14% 0.47% 10.5% 10
PP
1303
Patten & Patten
Tennessee
$949M +$44.6M +5% 4.18% 63.7% 260
DF
1304
Donoghue Forlines
Massachusetts
$949M +$67.6M +8% 3.92% 87.4% 119
WF
1305
WealthTrust Fairport
Ohio
$948M +$35.2M +4% 4.22% 31.4% 162
BONST
1306
Bank of Nova Scotia Trust
Ontario, Canada
$948M +$71.4M +8% 6.1% 33.2% 475
RP
1307
Reinhart Partners
Wisconsin
$947M -$53M -5% 0.7% 68.3% 111
WBG
1308
Wharton Business Group
Pennsylvania
$946M +$8.15M +0.9% 4.62% 46.6% 119
RA
1309
Rovida Advisors
Florida
$945M +$219M +30% 7.59% 14.5% 30
CCWA
1310
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$945M +$49.4M +6% 4.5% 31.2% 134
SOAMC
1311
Spirit of America Management Corp
New York
$945M +$16.8M +2% 0.1% 78.4% 371
GC
1312
Grimes & Company
Massachusetts
$941M +$44.2M +5% 4.35% 42.9% 236
TC
1313
Towle & Co
Colorado
$940M +$144M +18% 16.5% 74.6% 34
ESBC
1314
E.S. Barr & Co
Kentucky
$939M +$41M +5% 5.24% 75.4% 88
LOAMU
1315
Lombard Odier Asset Management (USA)
New York
$939M +$62.4M +7% 4.16% 8.43% 262
SHGA
1316
Sand Hill Global Advisors
California
$938M +$59.7M +7% 4.16% 50.5% 116
NC
1317
Northpointe Capital
Michigan
$936M -$19.6M -2% 5.19% 33% 197
AS
1318
American Securities
New York
$935M +$76.9M +9% 17% – 5
MFBTD
1319
MB Financial Bank - Trust Department
Illinois
$933M +$8.89M +1% 2.04% 23.5% 412
MA
1320
Montag & Associates
Georgia
$932M +$39.3M +4% 4.5% 68.3% 263
CTI
1321
Community Trust & Investment
Kentucky
$931M +$36M +4% 4% 91.7% 107
LDB
1322
Lee, Danner & Bass
Tennessee
$929M +$38.3M +4% 2.94% – 172
SAS
1323
Sage Advisory Services
Texas
$929M +$67.5M +8% 2.97% 25.6% 53
FTUS
1324
Flow Traders U.S.
New York
$928M -$376M -29% 4.66% 41.3% 302
DIA
1325
Davidson Investment Advisors
Montana
$926M +$217M +31% 2.63% 65.3% 204
51 52
53
54 55