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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BHB
1851
Bank Hapoalim BM
Israel
$430M +$22.9M +6% 0.44% 63.2% 176
CW
1852
Cobiz Wealth
Colorado
$430M -$3.13M -0.7% 0.17% 54% 129
CCM
1853
Catawba Capital Management
Virginia
$430M -$14.9M -3% 0.69% 33.1% 265
PIM
1854
Provident Investment Management
Michigan
$429M +$5.68M +1% 1.3% 83.7% 55
EGM
1855
Espalier Global Management
New York
$429M -$82.9M -16% 1.3% 40.4% 134
HR
1856
Howe & Rusling
New York
$429M -$16.6M -4% 0.32% 65.8% 1,000
CPC
1857
Cookson Peirce & Co
Pennsylvania
$428M +$11M +3% 4.99% 188% 160
MCTIC
1858
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$428M -$2.05M -0.5% 0.07% 38.9% 96
AP
1859
Appleton Partners
Massachusetts
$428M +$600K +0.1% 1.48% 70.9% 198
SGA
1860
Sector Gamma AS
Norway
$427M +$4.69M +1% 1.53% 19.7% 37
BC
1861
Broadwood Capital
New York
$427M -$49.6M -10% 7.47% 67.6% 6
FBB
1862
Fulton Breakefield Broenniman
Maryland
$427M +$14.4M +3% 0.62% 54.1% 134
MWP
1863
MYCIO Wealth Partners
Pennsylvania
$427M -$13.5M -3% 0.19% 49% 726
JMH
1864
J.M. Hartwell
New York
$427M -$68.3M -14% 0.32% 73.3% 114
SGCA
1865
Steel Grove Capital Advisors
Tennessee
$427M +$3.27M +0.8% 1.09% 76.8% 148
MDCM
1866
Morgan Dempsey Capital Management
Wisconsin
$427M -$24.5M -5% 8.58% 23% 179
SWP
1867
Stratos Wealth Partners
Ohio
$426M +$127M +42% 1.15% 65.8% 368
BPM
1868
Bowling Portfolio Management
Ohio
$426M +$3.96M +0.9% 2.61% 45.7% 108
CAL
1869
Capital Analysts LLC
Pennsylvania
$426M +$15.7M +4% 1.98% 43.8% 409
MC
1870
MSF Capital
New York
$426M -$16.8M -4% 1.11% – 75
SG
1871
StepStone Group
California
$426M +$298M +232% 20.5% 180% 15
MC
1872
Middleton & Co
Massachusetts
$426M -$14.2M -3% 0.37% 72.8% 163
PNAA
1873
Pictet North America Advisors
Switzerland
$425M +$37.2M +10% 0.31% 67.7% 55
BCA
1874
Bernzott Capital Advisors
California
$425M -$11.8M -3% 2.46% 32.3% 57
MYAM
1875
Meiji Yasuda Asset Management
Japan
$425M -$61.2M -13% 1.08% 70.4% 380
73 74
75
76 77