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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ACM
1876
Ashford Capital Management
Delaware
$1B -$97.7M -9% 2.43% 111% 118
RC
1877
Roundview Capital
New Jersey
$1B +$95.5M +11% 8.47% 68.1% 309
GIM
1878
Grassi Investment Management
California
$1B +$112M +13% 14.9% 170% 155
SAM
1879
Southernsun Asset Management
Tennessee
$1B +$53.4M +6% 8.86% 44.7% 35
SAM
1880
SP Asset Management
California
$1,000M +$42.9M +4% 6.45% 111% 133
BWP
1881
Baldwin Wealth Partners
Massachusetts
$1,000M +$98.6M +11% 9.59% 75% 664
GF
1882
Greenhouse Funds
Maryland
$1,000M +$79.5M +9% 4.85% 73% 47
TCM
1883
Twin Capital Management
Pennsylvania
$999M +$23.3M +2% 12.3% 105% 309
MTC
1884
McDaniel Terry & Co
Texas
$998M +$141M +16% 12.6% 69.9% 98
MM
1885
Main Management
California
$998M +$68.6M +7% 6.46% 56.4% 155
SFG
1886
StrategIQ Financial Group
Indiana
$998M +$495M +98% 7.85% 12.6% 300
IWP
1887
Icon Wealth Partners
Texas
$997M +$61.4M +7% 9.43% – 352
PCM
1888
Penn Capital Management
Pennsylvania
$997M +$5.97M +0.6% 2.85% 105% 202
AIC
1889
AWM Investment Company
New York
$997M -$22.1M -2% 6.33% 340% 128
BHB
1890
Bank Hapoalim BM
Israel
$996M +$39.5M +4% 7.42% 63.2% 259
SCA
1891
Summit Creek Advisors
Minnesota
$996M +$50.3M +5% 6.67% 70.8% 78
MAM
1892
Meeder Asset Management
Ohio
$995M -$912M -48% 5.77% 117% 2,762
AAM
1893
Autus Asset Management
Arizona
$994M +$79.5M +9% 8.96% 26.3% 180
KF
1894
Krilogy Financial
Missouri
$992M -$9.89M -1% 7.21% 49.2% 287
AAIM
1895
Asset Advisors Investment Management
Georgia
$992M +$95.7M +11% 13.7% 62.5% 98
MAM
1896
Montanaro Asset Management
United Kingdom
$991M +$162M +19% 12.4% 66.6% 48
SM
1897
SG3 Management
Puerto Rico
$990M +$708M +251% 2.6% 60.3% 807
FFBTD
1898
First Financial Bank - Trust Division
Ohio
$989M +$76.7M +8% 9.55% 47.7% 183
WDA
1899
Wendell David Associates
New Hampshire
$988M +$91.5M +10% 14.3% 59.6% 156
NIM
1900
NXG Investment Management
Texas
$988M -$21M -2% 0.29% 92.1% 124
74 75
76
77 78