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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
2126
Sahana Capital Management
Connecticut
$828M -$18.6M -2% 0.66% 0.54% 10
SMA
2127
Sage Mountain Advisors
Georgia
$828M +$141M +20% 6.51% 61.7% 741
COF
2128
Capital One Financial
Virginia
$828M +$18.5M +2% 4.38% – 200
RAA
2129
RWC Asset Advisors
Florida
$827M +$64.7M +8% 0.61% 173% 12
PS
2130
Portfolio Solutions
Michigan
$826M +$20.1M +2% 5.86% 11.6% 45
BBCM
2131
Broad Bay Capital Management
New York
$826M +$18.8M +2% 10.3% 214% 19
CIA
2132
CCM Investment Advisers
South Carolina
$825M +$55.4M +7% 11.1% 115% 70
IVMX
2133
Institutional Venture Management XV
California
$824M -$247M -23% 8.07% 182% 8
GLA
2134
Good Life Advisors
Pennsylvania
$824M +$90.1M +12% 7.62% 60% 416
EC
2135
Estate Counselors
Wisconsin
$823M +$24.2M +3% 5.46% 43.1% 195
PCA
2136
Pallas Capital Advisors
Massachusetts
$821M -$89.7M -10% 9.67% 38.2% 419
MGWM
2137
Marks Group Wealth Management
Minnesota
$821M +$81.3M +11% 9.79% 69.3% 325
KPW
2138
Kore Private Wealth
New York
$820M -$131M -14% 4.53% 35.6% 471
IG
2139
Ithaka Group
Virginia
$820M +$2.56M +0.3% 5.31% 188% 47
TC
2140
Towle & Co
Colorado
$819M +$22.4M +3% 5.71% 74.6% 36
JFA
2141
JNBA Financial Advisors
Minnesota
$819M +$74.8M +10% 7.22% 46.1% 905
AP
2142
Archon Partners
New Jersey
$819M +$53.7M +7% 8.18% 105% 57
ST
2143
Sentinel Trust
Texas
$818M +$181M +28% 6.06% 65.5% 163
CBB
2144
Citizens Business Bank
California
$816M +$64.6M +9% 8.24% 81.1% 260
PAM
2145
Private Asset Management
California
$815M +$81M +11% 14% 38.2% 153
LFS
2146
Lutz Financial Services
Nebraska
$814M +$44.5M +6% 5.01% 28.4% 65
UBV
2147
United Bank (Virginia)
Virginia
$814M +$66.9M +9% 10.5% 55.6% 168
NAS
2148
Nicolet Advisory Services
Wisconsin
$813M +$25.2M +3% 6.38% 51.9% 224
RI
2149
RWWM Inc
California
$812M +$36.1M +5% 2.04% 41.7% 13
EC
2150
Engaged Capital
California
$812M -$580M -42% 7.03% 39.2% 11
84 85
86
87 88