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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OIM
1901
Opus Investment Management
Massachusetts
$370M -$71M -16% 5.36% 31.9% 76
AAM
1902
Aureus Asset Management
Massachusetts
$369M +$76.9M +26% 11.9% 88.4% 150
COI
1903
Connable Office Inc
Michigan
$369M +$13.8M +4% 8.14% 52.2% 294
CT
1904
Coastline Trust
Rhode Island
$368M +$28.1M +8% 8.2% 82.8% 208
DWT
1905
Dorsey & Whitney Trust
South Dakota
$368M +$32.8M +10% 9.37% 70.3% 280
CAL
1906
Capital Analysts LLC
Pennsylvania
$368M +$33.6M +10% 7.04% 43.8% 345
KA
1907
KLCM Advisors
Wisconsin
$366M +$15.3M +4% 10.9% 87.8% 71
NIA
1908
Northstar Investment Advisors
Colorado
$365M +$31.4M +9% 4.83% 85.7% 123
AI
1909
Alphabet Inc
California
$365M – – 21.7% 189% 4
RC
1910
RRJ Capital
Cayman Islands
$365M – – 9.84% – 3
AIM
1911
Act II Management
New York
$365M -$17.4M -5% 12.2% 42.7% 50
TP
1912
TB Partners
China
$363M -$24.6M -6% 5.06% – 3
LG
1913
LaFleur & Godfrey
Michigan
$363M +$14.4M +4% 7.89% 81.9% 73
PWM
1914
Patriot Wealth Management
Texas
$363M +$24.8M +7% 8.4% 24.3% 60
BCM
1915
Brookmont Capital Management
Texas
$363M +$55.3M +18% 8.16% 40.7% 43
SSWM
1916
Sheets Smith Wealth Management
North Carolina
$363M +$55.1M +18% 11% 55.4% 282
NCM
1917
Novare Capital Management
North Carolina
$362M +$40.4M +13% 10.2% 69.1% 124
LOM
1918
Loeb Offshore Management
New York
$361M +$38.7M +12% 16.5% – 315
ST
1919
Sentinel Trust
Texas
$361M +$26.7M +8% 8.33% 65.5% 200
3NC
1920
300 North Capital
California
$361M -$68.1M -16% 10.4% – 126
BSB
1921
Bangor Savings Bank
Maine
$360M +$30.5M +9% 6.2% 38.1% 146
AP
1922
Archon Partners
New Jersey
$359M +$29.2M +9% 12.8% 105% 67
AIM
1923
ARGA Investment Management
Connecticut
$359M +$97.9M +38% 5.54% 68.5% 43
AAM
1924
Archipel Asset Management
Sweden
$359M -$128M -26% 6.2% – 101
BCM
1925
Beddow Capital Management
Wyoming
$357M +$21.5M +6% 8.45% 53.8% 47
75 76
77
78 79