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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WAM
2301
Weatherly Asset Management
California
$302M -$1.49M -0.5% 4.37% 96.3% 178
VCAM
2302
Van Cleef Asset Management
Ohio
$301M +$11.2M +4% 3.98% 95.3% 103
VWM
2303
Venturi Wealth Management
Texas
$301M +$6.63M +2% 2.03% 66.1% 154
AIM
2304
Arcadia Investment Management
Michigan
$301M -$5.98M -2% 3.9% 103% 496
IFAM
2305
Institutional & Family Asset Management
Colorado
$301M +$13.2M +5% 1.2% 19% 119
ERM
2306
Elm Ridge Management
New York
$300M -$11.2M -4% 6.68% 93.7% 31
GP
2307
Girard Partners
Pennsylvania
$300M +$37.5M +14% 2.58% 25.7% 209
AP
2308
Advisor Partners
California
$300M +$14.1M +5% 4.18% 63.9% 440
KLC
2309
Knowledge Leaders Capital
Colorado
$300M -$25.4M -8% 5.86% 51.6% 43
ANBT
2310
American National Bank & Trust
Texas
$300M +$26.1M +10% 4.31% 71.6% 267
TC
2311
Tetrad Corporation
Nebraska
$300M +$7.11M +2% 2.71% 65.6% 8
UM
2312
Ulysses Management
New York
$299M -$10.5M -3% 3.84% 29.3% 55
WC
2313
Wynnefield Capital
New York
$299M +$22.6M +8% 15% 81% 41
SCM
2314
SOL Capital Management
Maryland
$299M -$1.59M -0.5% 5.16% 58.3% 221
PBT
2315
Pictet Bank & Trust
Bahamas
$299M +$39.6M +15% 4.89% 60.5% 91
GCM
2316
GoodHaven Capital Management
New Jersey
$298M +$8.03M +3% 10.5% 108% 23
MWM
2317
Modera Wealth Management
New Jersey
$298M +$12.2M +4% 3.79% 56.6% 115
WIC
2318
Wilkins Investment Counsel
Massachusetts
$298M +$2.63M +0.9% 1.93% 34.3% 77
SAA
2319
Southeast Asset Advisors
Georgia
$298M -$5.8M -2% 2.48% 65.7% 112
HS
2320
Huntington Steele
Pennsylvania
$298M +$31M +12% 6.97% 69.8% 65
MDCM
2321
Morgan Dempsey Capital Management
Wisconsin
$297M +$1.81M +0.6% 3.93% 23% 216
BIM
2322
Barton Investment Management
Pennsylvania
$297M +$22.2M +8% 9.55% 218% 46
BBI
2323
Baxter Bros Inc
Connecticut
$296M +$9.86M +3% 3.33% 77.5% 110
BIA
2324
Biondo Investment Advisors
Pennsylvania
$296M +$15.4M +5% 7.54% 102% 83
BSW
2325
Buckingham Strategic Wealth
Missouri
$296M +$1.44M +0.5% 4.13% 16.1% 260