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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PS
1501
Presima Securities
Quebec, Canada
$655M +$20.4M +3% 0.2% 0.54% 36
TI
1502
TRG Investments
Virginia
$655M +$137M +26% 26.6% 70.5% 2
FPC
1503
Falcon Point Capital
California
$654M +$74.9M +13% 6.21% 119% 124
DIA
1504
Davidson Investment Advisors
Montana
$654M +$57.2M +10% 6.66% 65.3% 206
LIM
1505
Lathrop Investment Management
Arkansas
$653M +$332M +103% 5.8% 72.1% 63
EMA
1506
Efficient Market Advisors
California
$650M +$40.4M +7% 2.6% 5.97% 49
EIA
1507
Edgemoor Investment Advisors
Maryland
$650M +$16.7M +3% 2.83% 82.3% 125
SMA
1508
Simply Money Advisors
Ohio
$650M +$182K +0% 1.57% 11.5% 32
MMI
1509
Matson Money Inc
Ohio
$649M +$16.7M +3% 0.24% 18.8% 2
OIM
1510
Oracle Investment Management
Connecticut
$649M +$219M +51% 40% 540% 19
DAM
1511
Davis Asset Management
California
$649M +$71.4M +12% 9.82% 84.2% 27
AIM
1512
Avity Investment Management
Connecticut
$648M +$24.2M +4% 6.37% 82.9% 72
WCP
1513
Waterfront Capital Partners
New York
$646M +$17.7M +3% 3.02% 54.5% 59
MCM
1514
Murphy Capital Management
New Jersey
$646M -$381K -0.1% 3.21% 41.6% 317
DMIC
1515
Dixon Mitchell Investment Counsel
British Columbia, Canada
$643M +$39.4M +7% 5.12% 72.3% 64
SWM
1516
SVA Wealth Management
Wisconsin
$642M +$23.5M +4% 4.01% 44.5% 209
SAMH
1517
Shanda Asset Management Holdings
British Virgin Islands
$642M +$122M +24% 24.8% 105% 35
WAM
1518
Wealthspire Advisors (Maryland)
Maryland
$642M +$41.5M +7% 3.98% 28.9% 1,919
FEG
1519
Fund Evaluation Group
Ohio
$641M +$26M +4% 2.26% 48.4% 22
EWA
1520
EP Wealth Advisors
California
$640M +$12.4M +2% 3.2% 59.2% 150
CPP
1521
Crow Point Partners
Massachusetts
$639M 5.45% 55.8% 326
SC
1522
Skylands Capital
Wisconsin
$639M +$26.8M +4% 8.05% 42.2% 204
PC
1523
Packer & Co
Australia
$638M +$21.7M +4% 3.29% 22
AG
1524
Alibaba Group
Hong Kong
$638M +$353M +124% 72.9% 11.5% 3
PPC
1525
Park Presidio Capital
California
$637M -$2.97M -0.5% 4.82% 132% 22