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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CT
1751
Coastline Trust
Rhode Island
$511M +$16.1M +3% 2.26% 82.8% 267
BRWA
1752
B. Riley Wealth Advisors
Florida
$510M +$10.4M +2% 3.56% – 677
WFI
1753
West Family Investments
California
$509M -$18.6M -4% 0.82% 62.2% 111
CI
1754
Cooper Investors
Australia
$509M +$31.8M +7% 6.32% – 37
MM
1755
Main Management
California
$508M -$46.9M -8% 4.53% 56.4% 45
JC
1756
Joho Capital
New York
$508M +$141M +38% 28% 130% 11
ECM
1757
Evergreen Capital Management
Washington
$508M +$47.6M +10% 1.97% 53.9% 112
TS
1758
Twin Securities
New York
$507M +$94.1M +23% 3.43% 444% 28
WDA
1759
Wendell David Associates
New Hampshire
$507M -$2.52M -0.5% 0.98% 59.6% 142
JA
1760
JVL Advisors
Texas
$507M +$76.6M +18% 13.9% 76% 15
CC
1761
Courier Capital
New York
$505M +$4.55M +0.9% 3.05% 51.6% 295
PBRA
1762
Pine Brook Road Advisors
New York
$504M +$66.4M +15% 16% – 3
SFS
1763
Strategic Financial Services
New York
$504M +$5.02M +1% 3.43% 42.4% 105
WG
1764
Welch Group
Alabama
$503M +$12.2M +2% 0.67% 44.6% 141
HSA
1765
HBK Sorce Advisory
Pennsylvania
$503M +$35.8M +8% 3.21% 53.6% 298
KMC
1766
Kirr Marbach & Co
Indiana
$503M +$36.2M +8% 10.6% 117% 79
EK
1767
Evensky & Katz
Florida
$502M +$50.1M +11% 1.99% 46.9% 50
MSV
1768
MN Services Vermogensbeheer
Netherlands
$502M +$69.4M +16% 4.51% 98.8% 623
CAM
1769
Cypress Asset Management
Texas
$502M -$993K -0.2% 1.2% 97.3% 210
NA
1770
Newport Asia
California
$500M +$155M +45% 22.8% – 7
AAM
1771
Aureus Asset Management
Massachusetts
$500M +$35.4M +8% 4.74% 88.4% 159
PFS
1772
Prospera Financial Services
Texas
$498M +$14.3M +3% 1.65% 69.4% 418
NMC
1773
Nine Masts Capital
Hong Kong
$497M +$81.5M +20% 9.67% 51.6% 93
AUIM
1774
Aegon USA Investment Management
Iowa
$496M +$73.2M +17% 2.03% 33% 46
TCM
1775
Tufton Capital Management
Maryland
$496M +$2.13M +0.4% 1.67% 52.5% 111
69 70
71
72 73