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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CB
1851
Community Bank
New York
$441M 2.65% 50.4% 375
LHC
1852
Lodge Hill Capital
New York
$441M +$143M +48% 7.84% 13.8% 49
BAM
1853
Burnham Asset Management
New York
$441M -$13.6M -3% 1.47% 39.5% 249
CC
1854
Callan Capital
California
$441M +$79.3M +22% 23.2% 20.1% 76
CP
1855
Covalent Partners
Massachusetts
$441M +$28M +7% 11.5% 42.9% 40
TSAM
1856
Trinity Street Asset Management
United Kingdom
$440M +$23.7M +6% 5.94% 72.7% 15
SG
1857
StepStone Group
California
$439M +$13.3M +3% 7.39% 180% 17
QCMC
1858
Quantum Capital Management (California)
California
$439M -$68.1M -13% 6.83% 54% 195
CIS
1859
Connors Investor Services
Pennsylvania
$439M +$27.1M +7% 6.64% 117% 174
MHIC
1860
Marble Harbor Investment Counsel
Massachusetts
$439M +$25.3M +6% 6.39% 62.5% 151
CMBA
1861
C.M. Bidwell & Associates
Hawaii
$438M +$13.7M +3% 7.25% 62% 291
BIC
1862
Bridges Investment Counsel
Nebraska
$437M +$3.31M +0.8% 4.16% 33.7% 160
CW
1863
Cobiz Wealth
Colorado
$437M +$7.53M +2% 5.38% 54% 136
EA
1864
Efficient Advisors
Ohio
$437M +$4.6M +1% 0.27% 31% 29
TCM
1865
TD Capital Management
Tennessee
$437M -$2.99M -0.7% 1.37% 36.1% 169
AP
1866
Appleton Partners
Massachusetts
$437M +$8.54M +2% 4.87% 70.9% 198
BJL
1867
Brighton Jones LLC
Washington
$437M -$8.54M -2% 2.11% 100% 222
YIA
1868
YHB Investment Advisors
Connecticut
$437M +$20.1M +5% 5.02% 76.9% 165
NC
1869
NBW Capital
Massachusetts
$436M -$29.7M -6% 1.84% 86% 87
MCM
1870
Mazama Capital Management
Oregon
$435M +$42.3M +11% 7.47% 338
RCAG
1871
Rehmann Capital Advisory Group
Michigan
$434M +$12.2M +3% 2.52% 52.7% 368
3NC
1872
300 North Capital
California
$434M +$57.5M +15% 9.48% 129
NBC
1873
Neuberger Berman Canada
Ontario, Canada
$434M -$20.7M -5% 1.21% 14.4% 397
CCM
1874
Catawba Capital Management
Virginia
$433M +$3.57M +0.8% 4.99% 33.1% 267
DIA
1875
Dean Investment Associates
Ohio
$432M +$21M +5% 5.72% 31.8% 259