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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ORI
1926
Oak Ridge Investments
Illinois
$900M -$284M -24% 7.44% 166% 176
OC
1927
ORIX Corp
Japan
$899M +$27.8M +3% 3.19% 6.9% 1
WDA
1928
Wendell David Associates
New Hampshire
$898M -$90.4M -9% 5.91% 59.6% 156
MC
1929
Montag & Caldwell
Georgia
$898M -$139M -13% 11.3% 91.3% 76
ADL
1930
Asset Dedication LLC
California
$898M +$67.5M +8% 3.27% 50.5% 1,077
CCM
1931
Condor Capital Management
New Jersey
$897M -$36.4M -4% 5.11% 52.6% 491
BCM
1932
Bluefin Capital Management
New York
$897M -$363M -29% 1.08% – 791
AAIM
1933
Asset Advisors Investment Management
Georgia
$897M -$95.6M -10% 5.16% 62.5% 98
CTC
1934
Chai Trust Company
Illinois
$897M -$74.5M -8% 1.27% 15.5% 39
CPI
1935
Crestview Partners II
New York
$897M -$339M -27% 19.4% 148% 3
BB
1936
Bell Bank
North Dakota
$896M +$19.1M +2% 3.49% 50.6% 186
DBT
1937
Dubuque Bank & Trust
Iowa
$895M -$57M -6% 3.4% 24% 273
FNFDCM
1938
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$895M -$23.4M -3% 2.33% 43.1% 164
CIC
1939
Cornercap Investment Counsel
Georgia
$895M +$203M +29% 1.21% 45.9% 671
BDWM
1940
Brewin Dolphin Wealth Management
Ireland
$894M -$34.1M -4% 3.42% 47.7% 394
RI
1941
RWWM Inc
California
$893M +$81.1M +10% 4.43% 41.7% 14
EF
1942
Empirical Finance
Pennsylvania
$893M +$45.9M +5% 2.77% 99.7% 484
TW
1943
Transform Wealth
Colorado
$892M -$65.4M -7% 3.13% 48.3% 237
MAM
1944
Mastrapasqua Asset Management
Tennessee
$892M -$128M -13% 7.04% 54.9% 151
CC
1945
Cornerstone Capital
California
$891M -$47.1M -5% 5.09% 76.4% 96
LOM
1946
LTS One Management
New York
$891M -$241M -21% 6.28% 21.9% 5
SI
1947
SQN Investors
California
$891M -$637M -42% 17.5% 22.8% 25
LCG
1948
Lisanti Capital Growth
New York
$890M +$199M +29% 1.17% 1,060% 152
AL
1949
Arnhold LLC
New York
$890M +$6.84M +0.8% 1.84% 77.1% 144
IVMX
1950
Institutional Venture Management XVI
California
$888M -$496M -36% 30.4% 486% 8
76 77
78
79 80