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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DMK
2051
David M. Knott
$347M -$137M -28% 19.3% 78.5% 87
SCA
2052
Stieven Capital Advisors
Missouri
$347M -$2.13M -0.6% 0.05% 39.8% 68
AB
2053
AT Bancorp
Iowa
$345M -$44.1M -11% 9.85% 21.8% 212
KCP
2054
KDI Capital Partners
North Carolina
$344M -$29.2M -8% 4.8% 77.1% 48
LSA
2055
L & S Advisors
California
$344M -$49M -12% 2.4% 173% 111
KA
2056
Kerrisdale Advisers
Florida
$344M +$55.1M +19% 8.81% 41.3% 44
OAM
2057
Oberweis Asset Management
Illinois
$343M -$34.7M -9% 5.95% 282% 204
MAM
2058
Mark Asset Management
New York
$343M -$39.9M -10% 3.03% 243% 63
PFM
2059
Phillips Financial Management
Indiana
$343M -$19M -5% 5.7% 31.6% 64
JWM
2060
Jacobus Wealth Management
Wisconsin
$343M -$59.8M -15% 11.2% 17.2% 324
LIM
2061
Lagoda Investment Management
New York
$343M -$39M -10% 10.3% 195% 35
ZAM
2062
Zevin Asset Management
Massachusetts
$342M -$32.5M -9% 5.52% 71.3% 151
HH
2063
Hilltop Holdings
Texas
$342M -$25.5M -7% 6.62% 61.2% 370
LCP
2064
LGT Capital Partners
Switzerland
$342M -$9.68M -3% 5.64% 69.3% 54
RMC
2065
Regis Management Company
California
$342M -$45.9M -12% 9.6% 5.33% 61
HCM
2066
Horan Capital Management
Maryland
$341M -$13.8M -4% 4.57% 69.2% 68
AHC
2067
Adell Harriman & Carpenter
Texas
$341M -$47.1M -12% 7.63% 126% 154
BCMO
2068
Buckingham Capital Management (Ohio)
Ohio
$339M -$17.9M -5% 5.84% 26.3% 178
TAT
2069
TD Ameritrade Trust
Colorado
$339M -$32.2M -9% 6.43% 21.7% 50
NC
2070
NewSquare Capital
Pennsylvania
$339M +$1.88M +0.6% 3.34% 46.4% 387
NC
2071
NBW Capital
Massachusetts
$339M -$95.2M -22% 14.6% 86% 88
AP
2072
Archon Partners
New Jersey
$338M -$46M -12% 6.2% 105% 66
COI
2073
Connable Office Inc
Michigan
$337M -$37.3M -10% 10.3% 52.2% 241
PWM
2074
Perigon Wealth Management
California
$337M -$42.9M -11% 6.03% 82.8% 219
TCM
2075
Twele Capital Management
Minnesota
$335M -$16.2M -5% 5.29% 27.9% 64