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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CI
1951
CX Institutional
Indiana
$474M +$171M +57% 9.91% 44.8% 573
JCI
1952
Jet Capital Investors
New York
$473M -$304M -39% 1.89% 68.3% 33
NC
1953
NewSquare Capital
Pennsylvania
$473M -$53.5M -10% 9.19% 46.4% 385
CNBT
1954
Canandaigua National Bank & Trust
New York
$473M -$88.7M -16% 10.9% – 367
CANY
1955
Caxton Associates (New York)
New York
$473M -$458M -49% 14% 76.8% 513
FIA
1956
Foundations Investment Advisors
Arizona
$473M +$62.1M +15% 7.7% 48.7% 138
HR
1957
Howe & Rusling
New York
$473M -$126M -21% 13% 65.8% 958
AIP
1958
ARS Investment Partners
New York
$473M -$173M -27% 15.7% 122% 125
BC
1959
Blackstart Capital
New York
$472M +$33.1M +8% 1.91% 8.97% 37
PP
1960
Parplus Partners
New York
$471M – – 14% – 1
LWA
1961
Lenox Wealth Advisors
New York
$471M -$21.5M -4% 12.7% 35.7% 440
DAS
1962
Dynamic Advisor Solutions
Arizona
$471M -$11.5M -2% 8.66% 53% 456
PP
1963
PagnatoKarp Partners
Virginia
$470M +$133M +39% 11.8% 1.12% 184
SWM
1964
SigFig Wealth Management
California
$470M -$13.6M -3% 9.39% 32.3% 47
IVAV
1965
Index Venture Associates VI
Jersey
$470M – – 2.11% 1,033% 1
BC
1966
Bruce & Co
Illinois
$470M -$46.4M -9% 6.38% 23.4% 50
PC
1967
PM Capital
Australia
$469M -$115M -20% 16.8% 105% 26
ACP
1968
Atalan Capital Partners
New York
$469M +$48.4M +12% 19.2% 140% 11
CGA
1969
Crescent Grove Advisors
Illinois
$469M +$6.3M +1% 12.3% 37.6% 170
RCYC
1970
Richard C. Young & Co
Rhode Island
$468M -$57.3M -11% 9.24% 53.3% 72
CA
1971
Callahan Advisors
Texas
$468M -$70.6M -13% 10.7% 75.1% 142
GEM
1972
Global Endowment Management
North Carolina
$468M -$286M -38% 12.4% 32.7% 246
PFM
1973
Phillips Financial Management
Indiana
$468M -$18M -4% 9.3% 31.6% 78
GCM
1974
Glynn Capital Management
California
$468M -$29.3M -6% 14.2% 171% 44
BFS
1975
Baskin Financial Services
Ontario, Canada
$466M -$85.3M -15% 14.5% 86.7% 43
77 78
79
80 81