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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
1651
Connecticut Wealth Management
Connecticut
$1.14B +$39.7M +4% 7.26% 54.4% 229
BONST
1652
Bank of Nova Scotia Trust
Ontario, Canada
$1.13B +$92.4M +9% 8.46% 33.2% 149
KEM
1653
Kimmeridge Energy Management
New York
$1.13B +$303M +37% 44.6% 2.83% 6
SGCIA
1654
Smith Graham & Co Investment Advisors
Texas
$1.13B -$100M -8% 4.72% 56.9% 145
SWA
1655
Stratos Wealth Advisors
Ohio
$1.13B +$188M +20% 5.86% 54.9% 561
MC
1656
MIG Capital
California
$1.13B +$115M +11% 12.6% 92% 28
CCM
1657
Coliseum Capital Management
Connecticut
$1.13B -$208M -16% 1.45% 53.5% 7
WP
1658
WealthSource Partners
California
$1.13B +$124M +12% 5.68% 16.7% 494
DA
1659
Duality Advisers
Florida
$1.13B -$26M -2% 1.5% 18.3% 776
OCM
1660
One Capital Management
California
$1.13B +$222M +25% 4.99% 47% 210
GJL
1661
Gendell Jeffrey L
$1.13B +$188M +20% 5.1% 426% 62
CAG
1662
Csenge Advisory Group
Florida
$1.13B +$149M +15% 5.88% 48.5% 592
BFS
1663
Bard Financial Services
Connecticut
$1.12B +$93.1M +9% 6.74% 64.1% 283
RA
1664
RFG Advisory
Alabama
$1.12B +$206M +22% 5.62% 39.6% 458
PWM
1665
Perigon Wealth Management
California
$1.12B +$144M +15% 8.11% 82.8% 532
VWM
1666
Venturi Wealth Management
Texas
$1.12B +$74.7M +7% 5.97% 66.1% 345
APCM
1667
Alaska Permanent Capital Management
Alaska
$1.12B +$20.3M +2% 5.05% 30.4% 36
KB
1668
Kimelman & Baird
New York
$1.12B – – 8.9% – 117
BCM
1669
Beryl Capital Management
California
$1.12B +$343M +44% 4.53% 2,587% 309
2
1670
2Xideas
Switzerland
$1.12B +$214M +24% 11.6% 70% 70
FHC
1671
First Horizon Corporation
Tennessee
$1.12B +$66M +6% 7.48% – 1,293
BIC
1672
Beach Investment Counsel
Pennsylvania
$1.12B -$6.99M -0.6% 5.79% 36% 180
EC
1673
EJF Capital
Virginia
$1.11B -$270M -19% 0.01% 62.8% 462
ZA
1674
Zazove Associates
Nevada
$1.11B +$267M +32% 4.68% 11.5% 165
CM
1675
Caption Management
Oklahoma
$1.11B +$336M +43% 2.22% 12.2% 972
65 66
67
68 69