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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FPFS
2051
First Personal Financial Services
North Carolina
$417M +$37.2M +10% 7.73% 31.5% 974
SIA
2052
SeaBridge Investment Advisors
New Jersey
$416M +$331K +0.1% 5.17% 72.8% 288
WIC
2053
Whitegate Investment Counselors
New Hampshire
$416M +$42.5M +11% 4.36% 42.6% 176
UFF
2054
USA Financial Formulas
Michigan
$415M +$13.1M +3% 11.3% – 384
SGCM
2055
Sand Grove Capital Management
United Kingdom
$415M +$209M +101% 11.3% 224% 23
ACA
2056
Abdiel Capital Advisors
New York
$414M +$70.8M +21% 36.2% 109% 5
HC
2057
Hourglass Capital
Texas
$414M +$10.5M +3% 3.82% 64.7% 114
GP
2058
Girard Partners
Pennsylvania
$414M +$69.5M +20% 5.77% 25.7% 240
BJL
2059
Brighton Jones LLC
Washington
$413M +$148M +56% 10.8% 100% 154
PFM
2060
Phillips Financial Management
Indiana
$413M +$13.1M +3% 2.94% 31.6% 70
ZIG
2061
Zuckerman Investment Group
Illinois
$412M +$3.93M +1% 2.26% 126% 62
MWM
2062
Merriman Wealth Management
Washington
$411M +$45.1M +12% 2.81% 18.3% 152
BFIM
2063
Beese Fulmer Investment Management
Ohio
$411M +$23.5M +6% 5.63% 79.7% 184
G
2064
GenTrust
Florida
$410M +$3.66M +0.9% 3.69% 41.7% 89
AF
2065
Arrow Financial
New York
$410M +$6.78M +2% 3.93% 52.9% 353
MBTD
2066
Mechanics Bank - Trust Department
California
$409M -$3.63M -0.9% 4.29% 57.8% 171
LLC
2067
Latimer Light Capital
New York
$409M +$110M +37% 8.45% 122% 20
SFSG
2068
Stearns Financial Services Group
North Carolina
$409M +$23.5M +6% 4.8% 26.1% 134
SFG
2069
Sage Financial Group
Pennsylvania
$408M +$18.1M +5% 5.38% 51.5% 55
HHAM
2070
HITE Hedge Asset Management
Massachusetts
$407M +$21.3M +6% 5.03% 17.6% 69
IMOV
2071
Investment Management of Virginia
Virginia
$407M -$11.6M -3% 1.55% 93.5% 149
ASP
2072
Adams Street Partners
Illinois
$407M +$43.3M +12% 28.2% 263% 19
CWM
2073
Cabot Wealth Management
Massachusetts
$406M +$37M +10% 8.6% 70.4% 152
EAM
2074
Evanson Asset Management
California
$405M +$45.6M +13% 9.43% 59.2% 233
EMG
2075
Ellington Management Group
Connecticut
$404M +$114M +39% 1.06% 0.66% 984
81 82
83
84 85