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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
F
2076
F3Logic
Minnesota
$856M +$92.1M +12% 5.11% 11.9% 255
PTC
2077
Petrus Trust Company
Texas
$856M -$47.4M -5% 8.75% 46.1% 172
SCM
2078
Somerset Capital Management
United Kingdom
$856M -$124M -13% 11.3% 7.5% 16
PO
2079
Private Ocean
California
$854M +$33.1M +4% 3.9% 2.79% 660
LG
2080
Leuthold Group
Minnesota
$854M +$38.6M +5% 8.4% 96.5% 229
HR
2081
Howe & Rusling
New York
$853M +$56.3M +7% 9.24% 65.8% 1,098
CCPM
2082
Cooper Creek Partners Management
New York
$852M +$114M +15% 2.98% 62.8% 135
BP
2083
BBR Partners
New York
$851M -$358M -30% 9.4% 55.8% 249
SIS
2084
Sound Income Strategies
Florida
$850M +$76M +10% 3.29% 23.9% 921
SLG
2085
Stanley-Laman Group
Pennsylvania
$850M +$81.1M +11% 4.57% 60.5% 316
GAM
2086
Gemmer Asset Management
California
$848M +$124M +17% 5.48% 55.7% 1,363
VCA
2087
Verdence Capital Advisors
Maryland
$848M +$87.7M +12% 9.31% 72.2% 551
EF
2088
Empirical Finance
Pennsylvania
$847M +$183M +28% 10.2% 99.7% 469
FFA
2089
Fragasso Financial Advisors
Pennsylvania
$847M +$90.5M +12% 8.63% 54.4% 184
TCM
2090
Traynor Capital Management
Pennsylvania
$845M +$115M +16% 13.8% 180% 236
WAS
2091
Wesleyan Assurance Society
United Kingdom
$845M +$62.1M +8% 7.89% 87% 96
AF
2092
Arrow Financial
New York
$845M +$70M +9% 8.24% 52.9% 341
CIAS
2093
Capital Investment Advisory Services
North Carolina
$844M +$52.9M +7% 6.76% 48.2% 841
RWM
2094
RKL Wealth Management
Pennsylvania
$842M +$54.7M +7% 6.65% 53% 126
SFM
2095
Sphera Funds Management
Israel
$842M -$167M -17% 3.52% 99.3% 132
AEPLI
2096
AH Equity Partners LSV I
California
$842M – – 8.69% – 3
LP
2097
LGL Partners
Pennsylvania
$841M +$677M +411% 5.73% 56.7% 115
LWA
2098
Lenox Wealth Advisors
New York
$840M +$62.9M +8% 6.48% 35.7% 1,034
UAS
2099
United Asset Strategies
New York
$840M +$64.3M +8% 9.07% 89.4% 228
JCM
2100
Jacobi Capital Management
Pennsylvania
$839M +$52.6M +7% 8.39% 62.5% 1,471
82 83
84
85 86