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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
M
2151
Mirova
France
$639M +$44.4M +7% 7% 44.1% 200
HWA
2152
Heartwood Wealth Advisors
Virginia
$639M +$61.2M +11% 7.8% 38.4% 134
WCM
2153
Wallace Capital Management
Texas
$638M +$38.1M +6% 11.7% 40.3% 67
OCM
2154
Olstein Capital Management
New York
$637M +$40.7M +7% 10.6% 20.1% 101
KP
2155
Keel Point
Alabama
$637M +$54.5M +9% 8.08% 67.9% 308
TIA
2156
Traphagen Investment Advisors
New Jersey
$637M +$91.5M +17% 6.59% 44% 147
PE
2157
PSG Equity
Massachusetts
$636M -$298M -32% 31.9% 16.2% 1
FFS
2158
Founders Financial Securities
Maryland
$636M +$70.4M +12% 6.98% 52.4% 337
DGAM
2159
Desjardins Global Asset Management
Quebec, Canada
$634M -$156M -20% 11.5% – 498
MSFS
2160
Main Street Financial Solutions
Pennsylvania
$634M +$27M +4% 7.76% 64.6% 474
VM
2161
Valor Management
Illinois
$634M +$113M +22% 23% 22.7% 4
RCIM
2162
Red Cedar Investment Management
Michigan
$634M +$48.6M +8% 6.02% 55.9% 92
HI
2163
Handelsinvest Investeringsforvaltning
Denmark
$634M -$3.17M -0.5% 8.39% 37.9% 121
RMC
2164
Resources Management Corp
Connecticut
$633M +$53.8M +9% 11.2% 63% 496
LWM
2165
Lyell Wealth Management
California
$633M +$45.9M +8% 10.8% 124% 204
ZIG
2166
Zuckerman Investment Group
Illinois
$633M +$100M +19% 12.4% 126% 140
TF
2167
Tompkins Financial
New York
$633M +$40.2M +7% 10.3% 60.8% 641
AAM
2168
Azzad Asset Management
Virginia
$633M -$363M -36% 10.6% 86.9% 410
GC
2169
GFG Capital
Florida
$632M +$330M +109% 7.92% 92.2% 149
GAM
2170
Gemmer Asset Management
California
$632M +$31.7M +5% 9.77% 55.7% 125
GAB
2171
German American Bancorp
Indiana
$632M +$55.4M +10% 9.04% 63.9% 121
SC
2172
Skylands Capital
Wisconsin
$631M +$22.7M +4% 8.26% 42.2% 157
BMM
2173
Berkshire Money Management
Massachusetts
$631M +$49.7M +9% 8.74% 47.8% 47
PHS
2174
Pekin Hardy Strauss
Illinois
$631M +$31.2M +5% 9.28% 61.2% 338
AP
2175
Arlington Partners
Alabama
$631M +$381M +153% 5.18% 37.2% 431
85 86
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