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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WI
2176
Wintrust Investments
Illinois
$428M +$32.7M +8% 4.76% 27.5% 292
OAM
2177
Oberweis Asset Management
Illinois
$428M +$68.2M +19% 7.92% 282% 256
GCM
2178
Glendon Capital Management
California
$426M -$4.4M -1% 10.5% 120% 30
SFP
2179
Shepherd Financial Partners
Massachusetts
$426M -$4.51M -1% 5.7% 59.8% 116
BIM
2180
Bridgecreek Investment Management
Oklahoma
$426M +$57.5M +16% 8.51% 48.4% 119
FL
2181
Fort LP
Maryland
$425M +$18.7M +5% 5.72% 56.8% 50
SCA
2182
Stillwater Capital Advisors
Pennsylvania
$425M +$39.2M +10% 6.31% 115% 76
OC
2183
Oakworth Capital
Alabama
$425M +$35.6M +9% 5.71% 49.6% 693
WPW
2184
Waldron Private Wealth
Pennsylvania
$425M +$67.2M +19% 5.42% 58.9% 185
SSWM
2185
Sheets Smith Wealth Management
North Carolina
$424M +$27.7M +7% 6.41% 55.4% 337
BCP
2186
BDT Capital Partners
Illinois
$424M -$21.6M -5% 4.86% 5.27% 1
AG
2187
Algert Global
California
$424M -$13.8M -3% 7.46% 121% 393
MG
2188
Magnolia Group
Nebraska
$422M +$146M +53% 61.8% 21.3% 10
IMOV
2189
Investment Management of Virginia
Virginia
$421M -$4.14M -1% 3.52% 93.5% 144
OH
2190
Overlook Holdings
British Virgin Islands
$421M -$62.4M -13% 21.1% 2
ASP
2191
Adams Street Partners
Illinois
$421M +$29.7M +8% 9.51% 263% 15
TFA
2192
Toth Financial Advisory
Virginia
$421M +$25M +6% 7.42% 72.9% 444
EFS
2193
Essex Financial Services
Connecticut
$421M +$13.4M +3% 5.2% 70% 300
UFF
2194
USA Financial Formulas
Michigan
$420M +$845K +0.2% 9.8% 375
BWM
2195
BerganKDV Wealth Management
Minnesota
$420M +$20M +5% 3.95% 27.9% 210
VCA
2196
Verdence Capital Advisors
Maryland
$420M 6.89% 72.2% 291
SFSG
2197
Stearns Financial Services Group
North Carolina
$419M +$20.6M +5% 5.23% 26.1% 134
BAM
2198
Bell Asset Management
Australia
$418M 7.81% 46.1% 63
QCMC
2199
Quantum Capital Management (California)
California
$418M -$5.2M -1% 5.32% 54% 228
BPCM
2200
Beach Point Capital Management
California
$418M -$15M -3% 5.23% 51% 32