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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OWD
1751
Osborn Williams & Donohoe
Ohio
$567M -$76.4M -12% 10.5% 23.8% 237
DWT
1752
Dorsey & Whitney Trust
South Dakota
$566M -$78.8M -12% 11.8% 70.3% 454
FBB
1753
Fulton Breakefield Broenniman
Maryland
$566M -$77M -12% 9.55% 54.1% 114
BPM
1754
Bowling Portfolio Management
Ohio
$565M -$149M -21% 16.3% 45.7% 436
EA
1755
Echinus Advisors
New York
$565M -$18.1M -3% 12.8% 82.2% 10
GC
1756
Garde Capital
Washington
$565M -$30.1M -5% 9.75% 58.5% 173
IAA
1757
Independent Advisor Alliance
North Carolina
$564M +$109M +24% 11.1% 94.6% 479
VC
1758
Vicus Capital
Pennsylvania
$562M -$60.5M -10% 11.6% 46.1% 243
CCP
1759
Corient Capital Partners
California
$561M -$39.7M -7% 12.1% 39.2% 327
CGM
1760
Centenus Global Management
New York
$561M +$17.1M +3% 13.8% – 190
CC
1761
Cornerstone Capital
California
$561M -$96.9M -15% 10.8% 76.4% 83
CISOA
1762
Capital Investment Services of America
Wisconsin
$561M -$105M -16% 11.8% 91% 74
PIM
1763
Provident Investment Management
Michigan
$560M -$144M -20% 13.6% 83.7% 61
YIA
1764
YHB Investment Advisors
Connecticut
$560M -$103M -16% 11.7% 76.9% 201
HCM
1765
Hilton Capital Management
New York
$559M -$110M -16% 8.36% 42.8% 372
G
1766
GenTrust
Florida
$559M -$64.2M -10% 9.33% 41.7% 111
CAW
1767
Cornerstone Advisors (Washington)
Washington
$559M +$404M +262% 13.5% 24.3% 1,339
BCM
1768
BTC Capital Management
Iowa
$558M -$27.3M -5% 11.7% – 189
AT
1769
Arden Trust
Delaware
$557M -$86.8M -13% 11.1% 22.5% 381
GGI
1770
Godsey & Gibb Inc
Virginia
$556M -$70.5M -11% 9.48% 56.2% 77
MGAM
1771
McGowan Group Asset Management
Texas
$556M -$44.8M -7% 11.7% 39.2% 110
DBT
1772
Dubuque Bank & Trust
Iowa
$556M -$90.1M -14% 13.7% 24% 690
WDA
1773
Wendell David Associates
New Hampshire
$556M -$86.6M -13% 9.95% 59.6% 155
CAM
1774
Carret Asset Management
New York
$555M -$94.4M -15% 11.2% 75.2% 281
KBG
1775
Kahn Brothers Group
New York
$555M -$96.5M -15% 11.9% 14.7% 31
69 70
71
72 73