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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OIM
2126
Opus Investment Management
Massachusetts
$493M +$19M +4% 15.6% 31.9% 93
WC
2127
Walthausen & Co
New York
$493M +$26M +6% 21.3% 63.1% 147
MGWM
2128
Marks Group Wealth Management
Minnesota
$492M +$105M +27% 20.4% 69.3% 266
CAM
2129
Cozad Asset Management
Illinois
$492M +$203M +70% 20.5% 89.3% 337
VCAM
2130
Van Cleef Asset Management
Ohio
$492M +$84.4M +21% 23.6% 95.3% 114
AI
2131
Accredited Investors
Minnesota
$491M +$66.4M +16% 21.2% 51% 142
LFS
2132
Lutz Financial Services
Nebraska
$491M +$40.7M +9% 13% 28.4% 63
LCG
2133
Lisanti Capital Growth
New York
$491M +$188M +62% 71.3% 1,060% 156
RWA
2134
Ropes Wealth Advisors
Massachusetts
$490M +$94.8M +24% 41.1% 71% 632
DWA
2135
Dorsey Wright & Associates
California
$490M +$226M +86% 30% – 392
CM
2136
Caption Management
Oklahoma
$490M +$183M +60% 11.1% 12.2% 748
HCM
2137
Hodges Capital Management
Texas
$490M +$98.7M +25% 47.4% 126% 220
PCP
2138
Proficio Capital Partners
Massachusetts
$490M +$91.3M +23% 22.5% 81.3% 196
KPW
2139
Kore Private Wealth
New York
$490M +$71.5M +17% 28.9% 35.6% 1,338
UM
2140
Ulysses Management
New York
$489M +$142M +41% 29.9% 29.3% 46
WC
2141
Whitney & Co
New York
$489M +$83.5M +21% 18.7% 84.9% 111
HCM
2142
Huber Capital Management
California
$488M -$56.6M -10% 12.8% 55.8% 97
LCM
2143
LVM Capital Management
Michigan
$488M +$82.1M +20% 19.3% 70.3% 112
PIM
2144
Penobscot Investment Management
Massachusetts
$487M +$61.9M +15% 18.1% 84.3% 192
AA
2145
Apriem Advisors
California
$487M +$74.1M +18% 20.1% 62.4% 125
CPM
2146
Crescent Park Management
California
$485M +$74.6M +18% 28.7% 123% 30
CC
2147
Crosslink Capital
California
$485M +$138M +40% 67.2% 221% 29
CB
2148
Cadence Bank
Mississippi
$485M +$87.5M +22% 25.1% 67.3% 199
SGA
2149
Sector Gamma AS
Norway
$484M +$15.4M +3% 16.5% 19.7% 34
CWM
2150
Cahaba Wealth Management
Georgia
$484M +$92M +23% 14% 36.5% 85
84 85
86
87 88