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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MLM
2101
Mount Lucas Management
Pennsylvania
$505M +$19.1M +4% 11.9% 67.2% 81
HWA
2102
Heartwood Wealth Advisors
Virginia
$505M +$88.4M +21% 15.8% 38.4% 77
OHM
2103
Ordinal Holdings ManageCo
New York
$505M -$329M -39% 13.4% 19.5% 1
EAM
2104
Evanson Asset Management
California
$505M +$85.3M +20% 23.3% 59.2% 246
AIM
2105
Astor Investment Management
Illinois
$505M – – 7.8% 23.3% 42
TWI
2106
Thomas White International
Illinois
$504M +$55.3M +12% 13.5% 34.9% 306
IB
2107
Intrust Bank
Kansas
$503M +$144M +40% 21.5% 80.9% 346
CWM
2108
Cabot Wealth Management
Massachusetts
$501M +$82.8M +20% 24% 70.4% 139
MCM
2109
Matarin Capital Management
New York
$501M -$143M -22% 30.4% 73.2% 237
JA
2110
JLB & Associates
Michigan
$501M +$79.4M +19% 20.7% 68.1% 70
LGM
2111
Logos Global Management
California
$500M +$240M +92% 69% 432% 72
TCM
2112
Twele Capital Management
Minnesota
$500M +$43.4M +9% 12.2% 27.9% 43
WIC
2113
Whitegate Investment Counselors
New Hampshire
$500M +$87.9M +21% 17% 42.6% 199
SSWM
2114
Sheets Smith Wealth Management
North Carolina
$500M +$22.4M +5% 19.1% 55.4% 297
RGREA
2115
Ranger Global Real Estate Advisors
Colorado
$498M -$43.9M -8% 20.9% 18.4% 33
AIMH
2116
AIA Investment Management (HK)
Hong Kong
$498M +$19.1M +4% 18.7% – 9
ACC
2117
Accident Compensation Corp
New Zealand
$497M +$115M +30% 17.4% 24.6% 114
QF
2118
QVT Financial
New York
$497M +$132M +36% 15% 158% 54
LCM
2119
Legato Capital Management
California
$496M +$153M +45% 7.02% 149% 415
11A
2120
10-15 Associates
New York
$496M +$66.8M +16% 16.8% 33.2% 101
OM
2121
Opaleye Management
Massachusetts
$495M +$118M +31% 75.1% 608% 59
BA
2122
Bristlecone Advisors
Washington
$494M +$74.6M +18% 22.7% 78.9% 165
AWMS
2123
Advocacy Wealth Management Services
Georgia
$494M +$42M +9% 9.97% 29.7% 144
CIAS
2124
Capital Investment Advisory Services
North Carolina
$494M +$84.1M +21% 16.9% 48.2% 622
PA
2125
Planning Alternatives
Michigan
$494M +$63M +15% 17.3% 50.3% 45
83 84
85
86 87