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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IG
1951
Ithaka Group
Virginia
$596M -$111M -16% 12.4% 188% 39
AIP
1952
ARS Investment Partners
New York
$595M +$38.3M +7% 11.5% 122% 120
BHMP
1953
Bardin Hill Management Partners
New York
$594M +$25.9M +5% 28.3% 277% 48
FFA
1954
Fragasso Financial Advisors
Pennsylvania
$594M +$54.9M +10% 6.98% 54.4% 134
FWP
1955
FAS Wealth Partners
Kansas
$594M +$46.8M +9% 5.55% 54.7% 298
SSG
1956
Summit Securities Group
New York
$594M +$334M +128% 5.92% 33.4% 334
SPC
1957
Stewart & Patten Company
California
$594M +$21.3M +4% 7.16% 27.5% 105
BCM
1958
Brigade Capital Management
New York
$593M -$76.4M -11% 4.54% 6.04% 56
AIM
1959
Astor Investment Management
Illinois
$592M -$32M -5% 4.63% 23.3% 62
CW
1960
CreativeOne Wealth
Kansas
$592M +$74.1M +14% 4.46% 49% 231
SWM
1961
Segment Wealth Management
Texas
$592M +$81.1M +16% 7.94% 90.2% 236
CNBT
1962
Canandaigua National Bank & Trust
New York
$592M +$25M +4% 7.58% – 292
PS
1963
Presima Securities
Quebec, Canada
$591M -$18.3M -3% 0.8% 0.54% 40
CLC
1964
Charles-Lim Capital
Hong Kong
$590M +$89.3M +18% 22.2% 10.4% 4
JHP
1965
James Hambro & Partners
United Kingdom
$590M +$89.9M +18% 11.3% 76.2% 53
NSEDCP
1966
NJ State Employees Deferred Compensation Plan
New Jersey
$589M +$42.3M +8% 11% 98.3% 547
CU
1967
CDAM (UK)
United Kingdom
$589M +$27.4M +5% 7.77% 23% 15
SF
1968
Summit Financial
New Jersey
$589M -$1.41M -0.2% 7.55% 69.3% 47
AI
1969
Accredited Investors
Minnesota
$589M +$69.4M +13% 8.99% 51% 152
HCM
1970
Hengehold Capital Management
Ohio
$589M +$43.2M +8% 5.28% 38.9% 137
TF
1971
Trek Financial
Arizona
$588M -$119M -17% 6% 80.7% 127
MGAM
1972
McGowan Group Asset Management
Texas
$588M -$33.9M -5% 0.15% 39.2% 96
RA
1973
RFG Advisory
Alabama
$588M +$84.9M +17% 5.46% 39.6% 391
BPM
1974
Bowling Portfolio Management
Ohio
$588M -$9.51M -2% 9.84% 45.7% 404
NPPM
1975
North Point Portfolio Managers
Ohio
$587M +$39.9M +7% 10.3% 69.2% 80
77 78
79
80 81