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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCM
1901
Beryl Capital Management
California
$474M -$146M -24% 29.7% 2,587% 73
SCA
1902
Stonebridge Capital Advisors
Minnesota
$474M -$139M -23% 17.8% 63.1% 904
RM
1903
Resource Management
Louisiana
$473M -$149M -24% 24.8% 83.2% 158
RC
1904
Roundview Capital
New Jersey
$473M -$53.1M -10% 14.4% 68.1% 239
CNBT
1905
Canandaigua National Bank & Trust
New York
$473M -$119M -20% 17.5% – 285
AHC
1906
Adell Harriman & Carpenter
Texas
$472M -$136M -22% 16% 126% 142
VFCM
1907
Valley Forge Capital Management
Florida
$472M -$42.3M -8% 13.6% 137% 9
MIM
1908
Marco Investment Management
Georgia
$472M -$173M -27% 19.6% 87% 179
AACA
1909
American Assets Capital Advisers
California
$471M +$70.8M +18% 10.4% 47% 29
DILH
1910
Dai-ichi Life Holdings
Japan
$470M -$280M -37% 37.3% – 1
TPWA
1911
TRUE Private Wealth Advisors
Oregon
$470M -$183M -28% 14.5% 52.3% 902
WAS
1912
Wesleyan Assurance Society
United Kingdom
$469M -$64.2M -12% 20.9% 87% 92
HCM
1913
Hengehold Capital Management
Ohio
$469M -$119M -20% 13.5% 38.9% 140
SGA
1914
Sector Gamma AS
Norway
$469M -$155M -25% 14.1% 19.7% 40
TW
1915
Transform Wealth
Colorado
$469M -$162M -26% 18.6% 48.3% 242
SC
1916
Serenity Capital
California
$469M -$50.9M -10% 7.84% – 8
HTI
1917
Hikari Tsushin Inc
Japan
$468M -$98.6M -17% 20.2% 69.4% 48
GWM
1918
Greenwich Wealth Management
Connecticut
$468M -$29M -6% 17.8% 216% 207
AAIM
1919
American Assets Investment Management
California
$467M -$199M -30% 26.2% 316% 174
DIA
1920
Dean Investment Associates
Ohio
$467M -$172M -27% 25.8% 31.8% 272
WC
1921
Walthausen & Co
New York
$467M -$297M -39% 29.6% 63.1% 150
CCA
1922
Checchi Capital Advisers
California
$466M -$51.3M -10% 5.23% 51% 467
KGI
1923
Kopernik Global Investors
Florida
$466M -$90.7M -16% 27.4% 119% 28
TS
1924
Third Security
Virginia
$466M -$154M -25% 26.6% 28.2% 12
SWM
1925
SeaCrest Wealth Management
New York
$465M -$132M -22% 16.4% 101% 604
75 76
77
78 79