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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
B
2301
Bensler
Washington
$841M +$48.4M +6% 1.29% 79.1% 175
TF
2302
Talbot Financial
Washington
$841M +$19.4M +2% 3.64% – 67
UA
2303
Unison Advisors
District of Columbia
$840M +$8.71M +1% 4.03% 39.3% 180
PCA
2304
Private Capital Advisors
Connecticut
$840M -$73.3M -8% 2.27% 100% 87
JIR
2305
James Investment Research
Ohio
$840M -$26.7M -3% 1.2% 82.5% 346
RA
2306
Rodgers & Associates
Pennsylvania
$839M +$1.04M +0.1% 0.08% 43% 101
SC
2307
Savoie Capital
Illinois
$839M +$20.9M +3% 4.64% – 106
UBV
2308
United Bank (Virginia)
Virginia
$839M -$20.3M -2% 1.11% 55.6% 146
BCC
2309
Biglari Capital Corp
Texas
$839M +$187M +29% 32.5% 91.6% 13
CF
2310
Clarity Financial
Texas
$836M -$14.3M -2% 0.1% 93.4% 159
SFP
2311
Shepherd Financial Partners
Massachusetts
$836M +$4.84M +0.6% 1.27% 59.8% 225
WA
2312
Wealth Alliance
New York
$836M -$1.13M -0.1% 1.46% 68.4% 549
CIPU
2313
Caledonia Investments plc (UK)
United Kingdom
$836M -$75.7M -8% 4.41% 81% 14
SM
2314
Sunriver Management
Connecticut
$836M +$22.3M +3% 0.53% 23% 20
G
2315
Glencore
Switzerland
$836M – – 7.74% – 3
DSAM
2316
Dock Street Asset Management
Florida
$835M +$93.8M +13% 16.2% 227% 51
OCAM
2317
Onex Canada Asset Management
Ontario, Canada
$834M -$20.4M -2% 2.66% 75.5% 115
NA
2318
Navellier & Associates
Nevada
$834M +$96.3M +13% 4.8% 214% 371
JAG
2319
Journey Advisory Group
Kentucky
$834M -$77.2K -0% 1.17% 54.5% 226
BFS
2320
Bard Financial Services
Connecticut
$834M -$13.4M -2% 0.43% 64.1% 216
WAG
2321
Winthrop Advisory Group
Massachusetts
$833M +$24.3M +3% 2.67% 62.4% 171
KBFS
2322
Kohmann Bosshard Financial Services
Ohio
$833M +$27.9M +3% 1.34% 32.4% 787
LG
2323
Leuthold Group
Minnesota
$833M -$67M -7% 0.8% 96.5% 217
WIC
2324
Water Island Capital
New York
$832M -$136M -14% 4.18% 385% 110
SAI
2325
Savvy Advisors Inc
New York
$832M +$339M +69% 3.09% – 482
91 92
93
94 95