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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AF
2051
Ally Financial
Michigan
$503M -$5.72M -1% 1.67% 25.9% 133
YL
2052
YCG LLC
Texas
$503M +$31M +7% 3.37% 77.9% 37
IFAM
2053
Institutional & Family Asset Management
Colorado
$503M +$28.9M +6% 5.99% 19% 901
BIM
2054
Bridgecreek Investment Management
Oklahoma
$502M +$43.3M +9% 11.7% 48.4% 120
OC
2055
Oakworth Capital
Alabama
$500M +$18.3M +4% 6.16% 49.6% 654
KFS
2056
Kurt F. Somerville
$500M +$46.5M +10% 9.98% 68.8% 111
SFI
2057
SPC Financial Inc
Maryland
$500M +$41.6M +9% 5.51% 52.8% 138
PIMJS
2058
PKO Investment Management Joint-Stock
Poland
$499M +$20.3M +4% 7.93% 65% 99
PCG
2059
Private Capital Group
Connecticut
$499M +$37M +8% 5.7% 30.1% 2,512
LWMT
2060
Legacy Wealth Management (Tennessee)
Tennessee
$499M +$73.2M +17% 5.7% 40.1% 13
II
2061
INCA Investments
Florida
$497M +$84.5M +20% 2.1% 170% 12
SFG
2062
Sather Financial Group
Texas
$497M +$45M +10% 6.58% 78.2% 72
GCM
2063
Glynn Capital Management
California
$497M +$33.3M +7% 15% 171% 42
SCA
2064
Stonebridge Capital Advisors
Minnesota
$497M +$37.9M +8% 7.06% 63.1% 186
CHAM
2065
Clear Harbor Asset Management
Connecticut
$496M -$39.4M -7% 6.58% 72% 284
DP
2066
Dundas Partners
United Kingdom
$495M +$202M +69% 6.84% 79.9% 36
KFM
2067
KG Funds Management
New York
$495M +$43.7M +10% 10.2% 44.7% 9
CQS
2068
Credential Qtrade Securities
$494M – – 5.08% 27.7% 288
CPI
2069
Crestview Partners III
New York
$494M +$51.2M +12% 9.24% 40.4% 2
MWM
2070
Modera Wealth Management
New Jersey
$494M +$19.4M +4% 2.54% 56.6% 147
KWM
2071
Kingsview Wealth Management
Oregon
$493M +$74.6M +18% 5.92% 59.6% 379
LWA
2072
Lenox Wealth Advisors
New York
$492M +$39.7M +9% 3.98% 35.7% 599
AACA
2073
American Assets Capital Advisers
California
$492M -$31.9M -6% 4.52% 47% 28
EAM
2074
Evanson Asset Management
California
$492M -$12.2M -2% 1.95% 59.2% 257
SAM
2075
Strategy Asset Managers
California
$492M +$18.7M +4% 7.73% 81.8% 162
81 82
83
84 85