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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LPAM
2126
Legion Partners Asset Management
California
$472M +$68.5M +17% 10.6% 70.9% 15
GWI
2127
Grace & White Inc
New York
$471M +$4.04M +0.9% 3.3% 52.5% 133
TFA
2128
Transamerica Financial Advisors
Florida
$471M +$18.8M +4% 4.1% 50.1% 534
RWM
2129
RKL Wealth Management
Pennsylvania
$471M +$28.2M +6% 4.95% 53% 129
JMFC
2130
J.M. Forbes & Co
Massachusetts
$470M +$23.7M +5% 9.37% 89.1% 109
SIP
2131
Stoneridge Investment Partners
Pennsylvania
$470M -$48.7M -9% 4.89% 31.4% 144
ED
2132
Exane Derivatives
France
$470M +$2.77M +0.6% 2.74% 43.9% 700
TCM
2133
Tufton Capital Management
Maryland
$470M +$3.75M +0.8% 8.46% 52.5% 127
HH
2134
Hilltop Holdings
Texas
$470M +$19.6M +4% 4.56% 61.2% 476
LM
2135
Lasry Marc
$469M +$12.5M +3% 6.92% 5.71% 8
AIM
2136
AIA Investment Management
Singapore
$469M +$170M +57% 6.09% 42.5% 14
MWM
2137
Merriman Wealth Management
Washington
$469M +$30.8M +7% 6.24% 18.3% 188
KFA
2138
Kays Financial Advisory
Georgia
$469M +$13.1M +3% 3.96% 23.2% 86
AWM
2139
Avior Wealth Management
Nebraska
$468M +$24.7M +6% 5.45% 55.4% 812
MBTD
2140
Mechanics Bank - Trust Department
California
$468M +$30.2M +7% 7.33% 57.8% 162
JA
2141
JLB & Associates
Michigan
$467M -$2.79M -0.6% 7.03% 68.1% 73
CWM
2142
Cabot Wealth Management
Massachusetts
$466M +$17.5M +4% 5.62% 70.4% 133
FPC
2143
Falcon Point Capital
California
$466M -$43.6M -9% 8.77% 119% 128
MG
2144
Meditor Group
Bermuda
$465M -$46.7M -9% 7.33% 41.1% 6
BWM
2145
BerganKDV Wealth Management
Minnesota
$464M +$17.4M +4% 3.43% 27.9% 674
GIM
2146
Greylin Investment Management
Virginia
$464M +$2.12M +0.5% 8.98% 52.1% 86
AG
2147
Algert Global
California
$464M -$17.9M -4% 8.13% 121% 418
LBIM
2148
Land & Buildings Investment Management
Connecticut
$464M -$36.2M -7% 1.74% 33% 18
CGA
2149
Crescent Grove Advisors
Illinois
$463M +$59.6M +15% 3.3% 37.6% 149
AC
2150
Aisling Capital
New York
$463M -$299M -39% 2.82% 386% 9