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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WAM
2251
Wallington Asset Management
Indiana
$471M +$58.5M +14% 9.08% 58.6% 62
JWBC
2252
J.W. Burns & Co
New York
$471M +$36.5M +8% 8.9% 74.8% 169
SCM
2253
Simcoe Capital Management
New York
$470M +$83.7M +22% 7.64% 94.7% 17
AC
2254
Abbrea Capital
California
$470M +$38.2M +9% 7.26% 38% 193
IFAM
2255
Institutional & Family Asset Management
Colorado
$470M +$17.6M +4% 5.84% 19% 920
CCM
2256
Carlson Capital Management
Minnesota
$470M +$53.1M +13% 8.4% 9.94% 121
CM
2257
Caption Management
Oklahoma
$469M +$153M +49% 6.32% 12.2% 645
SP
2258
Stairway Partners
Illinois
$469M +$51.1M +12% 8.07% 34.7% 10
MTC
2259
Matrix Trust Company
Colorado
$469M +$19.2M +4% 4.98% 31% 27
PCG
2260
Private Capital Group
Connecticut
$469M -$95.2M -17% 7.24% 30.1% 2,478
AIM
2261
Anchor Investment Management
South Carolina
$469M +$34.6M +8% 6.92% 58.6% 851
WCF
2262
West Coast Financial
California
$469M +$27.6M +6% 8.4% 22.2% 111
AGM
2263
Alpine Global Management
New York
$469M +$78.5M +20% 10.9% 132% 466
HVIA
2264
Hudson Valley Investment Advisors
New York
$469M +$37M +9% 8.3% 81.5% 173
KM
2265
Kora Management
New York
$468M +$91.2M +24% 25.5% 384% 8
JA
2266
JOYN Advisors
Georgia
$467M +$14.4M +3% 7.16% 0.77% 132
HIC
2267
Hartline Investment Corp
Illinois
$467M +$51.2M +12% 13% 151% 120
NG
2268
NatWest Group
United Kingdom
$466M +$52.9M +13% 7.14% 174% 86
AEPI
2269
AH Equity Partners III
California
$466M -$150M -24% 1.85% 41.9% 3
PP
2270
PrairieView Partners
Minnesota
$465M +$32.8M +8% 5.67% 34% 88
ECM
2271
Engle Capital Management
Connecticut
$465M +$88.3M +23% 7.66% 309% 24
5VM
2272
5AM Venture Management
California
$465M – – 85.1% 145% 9
RWA
2273
Ropes Wealth Advisors
Massachusetts
$464M -$7.15M -2% 10.8% 71% 575
JIP
2274
Jaffetilchin Investment Partners
Florida
$463M +$44.8M +11% 7.54% 80.4% 256
FANJ
2275
Financial Architects (New Jersey)
New Jersey
$463M +$35.8M +8% 6.68% 31.3% 1,034
89 90
91
92 93