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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RO
2251
Reservoir Operations
New York
$255M – – 10.3% 12.3% 30
AA
2252
Apriem Advisors
California
$255M +$24.8M +11% 6.96% 62.4% 589
SC
2253
Sureview Capital
Connecticut
$255M +$48.5M +23% 4.03% – 52
TRIM
2254
Thompson Rubinstein Investment Management
Oregon
$255M +$18.7M +8% 8.24% 42.8% 69
MCM
2255
Monarch Capital Management
Indiana
$255M +$16.6M +7% 9.8% 49.3% 86
CDIA
2256
Capital Directions Investment Advisors
Georgia
$255M +$26.4M +12% 8.17% 7.53% 64
EGA
2257
Emerging Global Advisors
New York
$255M +$4.33M +2% 5.16% 0.75% 11
LOCB
2258
Lombard Odier & Cie (Bahamas)
Bahamas
$255M – – 9.09% – 119
BPCE
2259
Bank Pictet & Cie (Europe)
Germany
$255M – – 11.2% 101% 118
HJA
2260
Hugh Johnson Advisors
New York
$255M +$18.5M +8% 8.76% 41.5% 88
PWM
2261
ParenteBeard Wealth Management
Pennsylvania
$255M +$49.6M +24% 5.49% – 111
AHS
2262
Aspiriant Holdings S3
California
$254M +$17.5M +7% 8.52% – 107
SAA
2263
Southeast Asset Advisors
Georgia
$254M +$24.7M +11% 8.32% 65.7% 107
WCM
2264
Wisconsin Capital Management
Wisconsin
$254M +$19.3M +8% 11.4% 145% 109
HPCM
2265
High Pointe Capital Management
Illinois
$254M +$4.92M +2% 9.84% 93% 182
AT
2266
Acadia Trust
Maine
$254M +$20.7M +9% 8.46% 36.1% 78
GH
2267
Green Holdings
Bermuda
$254M +$11.5M +5% 5.41% – 31
OIM
2268
Oceanic Investment Management
Isle Of Man
$253M +$17M +7% 19.6% 46.5% 28
CIA
2269
CSat Investment Advisory
Michigan
$253M -$95.3M -27% 10.6% 73.5% 30
TCMV
2270
Technology Crossover Management VI
California
$253M +$127M +101% 19.5% 25.5% 4
SIRP
2271
Shelter Insurance Retirement Plan
Missouri
$253M +$16.2M +7% 8.67% 55.6% 47
CVSCT
2272
C.V. Starr & Co Trust
New York
$252M +$700K +0.3% 2.5% 51.7% 30
CA
2273
Claar Advisors
New York
$252M – – 9.05% 81.3% 27
UBWV
2274
United Bank (West Virginia)
West Virginia
$252M +$18.4M +8% 8.23% 22.7% 128
OA
2275
Outfitter Advisors
Virginia
$251M +$13.2M +6% 7.2% 35.6% 142
89 90
91
92 93