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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SGAM
1726
Stephens Group Asset Management
Arkansas
$878M +$41.1M +5% 6.59% 40.2% 26
MYIA
1727
Mount Yale Investment Advisors
Colorado
$878M +$125M +17% 8.72% 73.5% 497
SAM
1728
Southernsun Asset Management
Tennessee
$878M +$67.6M +8% 11.2% 44.7% 30
RC
1729
Roundview Capital
New Jersey
$876M +$84.3M +11% 8.09% 68.1% 297
RPGK
1730
Retirement Planning Group (Kansas)
Kansas
$875M +$80.2M +10% 8.35% 38.9% 150
PWP
1731
Private Wealth Partners
California
$874M +$91.3M +12% 7.76% 94% 89
PAM
1732
Palisade Asset Management
Minnesota
$873M +$144M +20% 12.5% 49.5% 189
IG
1733
Ithaka Group
Virginia
$871M +$422M +94% 10.1% 188% 35
LS
1734
Livforsakringsbolaget Skandia
Sweden
$871M +$61.6M +8% 10.2% 123% 613
IWA
1735
Icon Wealth Advisors
Texas
$870M +$46.4M +6% 9.15% – 417
AHC
1736
Adell Harriman & Carpenter
Texas
$870M +$47.9M +6% 8.95% 126% 168
VC
1737
Vivo Capital
California
$869M -$37.3M -4% 20.4% 1,480% 54
TCMV
1738
Technology Crossover Management VIII
California
$868M -$1.69M -0.2% 3.14% 305% 10
CC
1739
Courier Capital
New York
$868M +$60.6M +8% 9.18% 51.6% 301
TNB
1740
Thomasville National Bank
Georgia
$868M +$33.4M +4% 8.65% 79.9% 214
MM
1741
Main Management
California
$867M +$57.3M +7% 7.32% 56.4% 154
VHAM
1742
Van Hulzen Asset Management
California
$867M +$56.4M +7% 9.8% 76.9% 305
CC
1743
CCMP Capital
New York
$865M -$269M -24% 1.44% 12.3% 3
EPM
1744
Elm Partners Management
Pennsylvania
$864M +$123M +17% 5.95% 33.3% 36
BFS
1745
Baskin Financial Services
Ontario, Canada
$864M +$27.6M +3% 5.88% 86.7% 59
SB
1746
Strategic Blueprint
Georgia
$864M +$75.2M +10% 7.44% 62.4% 538
SWM
1747
Segment Wealth Management
Texas
$864M +$63M +8% 11.1% 90.2% 231
BC
1748
Bricktown Capital
Michigan
$864M – – 7.82% – 22
SFG
1749
StrategIQ Financial Group
Indiana
$863M +$76.1M +10% 6.93% 12.6% 287
BC
1750
Blackhill Capital
New Jersey
$863M +$20.7M +2% 4.19% 150% 52
68 69
70
71 72