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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFIA
1851
Cantor Fitzgerald Investment Advisors
New York
$640M +$26.2M +4% 5.32% – 58
MWM
1852
Modera Wealth Management
New Jersey
$640M +$38M +6% 5.42% 56.6% 148
SCA
1853
Summit Creek Advisors
Minnesota
$640M +$43.6M +7% 10.8% 70.8% 70
ECA
1854
Endeavour Capital Advisors
Connecticut
$639M -$728K -0.1% 10.1% 24.3% 60
DIA
1855
Dean Investment Associates
Ohio
$639M -$42M -6% 5.28% 31.8% 232
SFG
1856
Sather Financial Group
Texas
$638M +$88M +16% 7.97% 78.2% 86
KLWA
1857
Kelly Lawrence W & Associates
California
$638M +$38.4M +6% 9.39% 61.6% 137
IL
1858
Investure LLC
Virginia
$637M +$333M +109% 8.85% 42.4% 15
BSB
1859
Bangor Savings Bank
Maine
$637M +$49.1M +8% 5.69% 38.1% 190
NAS
1860
Nicolet Advisory Services
Wisconsin
$636M -$22.8M -3% 5.35% 51.9% 178
AT
1861
Arden Trust
Delaware
$636M +$22.9M +4% 7.61% 22.5% 374
NIA
1862
Northstar Investment Advisors
Colorado
$636M +$35.5M +6% 6.18% 85.7% 142
NB
1863
NBT Bank
New York
$635M +$64.2M +11% 8.28% 54.3% 224
AGC
1864
Angelo Gordon & Co
New York
$635M -$135M -18% 3.31% 719% 93
MSR
1865
Main Street Research
Connecticut
$634M +$101M +19% 9.7% 155% 110
MHIC
1866
Marble Harbor Investment Counsel
Massachusetts
$633M +$70.1M +12% 7.14% 62.5% 163
AL
1867
Arnhold LLC
New York
$633M +$44.4M +8% 7.84% 77.1% 136
SCM
1868
SKBA Capital Management
California
$633M +$3.83M +0.6% 7.64% 54.2% 75
BCM
1869
Barometer Capital Management
Ontario, Canada
$633M -$296M -32% 13.1% 265% 193
FBFS
1870
First Business Financial Services
Wisconsin
$632M +$46.9M +8% 6.81% 56.9% 141
BL
1871
Bleichroeder LP
New York
$632M – – 44% 98.5% 44
CGL
1872
Clarius Group LLC
Washington
$631M +$86.3M +16% 10% 85.3% 309
HCM
1873
Highline Capital Management
New York
$631M -$32.6M -5% 18.7% 184% 30
TW
1874
Transform Wealth
Colorado
$631M +$67.2M +12% 9.95% 48.3% 235
H
1875
HoyleCohen
California
$629M +$43M +7% 10.3% 46.1% 200
73 74
75
76 77