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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCG
2326
Chatham Capital Group
Georgia
$240M +$20.5M +9% 7.9% 71.8% 113
BA
2327
Bard Associates
Illinois
$240M +$14.4M +6% 5.6% 145% 190
FBFS
2328
First Business Financial Services
Wisconsin
$240M +$52.7M +28% 7.9% 56.9% 56
VC
2329
V2 Capital
Illinois
$240M – – 9.05% – 36
SIPS
2330
Shelter Insurance Profit Sharing
Missouri
$240M +$16.3M +7% 8.52% – 47
IIM
2331
Ipswich Investment Management
Massachusetts
$239M +$17.2M +8% 8.65% 70.4% 151
GCM
2332
Grandmaster Capital Management
California
$239M +$34.9M +17% 10.2% – 20
MAM
2333
Marquette Asset Management
Minnesota
$239M +$19.7M +9% 7.93% 53.3% 88
PBT
2334
Pictet Bank & Trust
Bahamas
$239M – – 3.6% 60.5% 89
SSA
2335
South Street Advisors
New York
$239M +$30.4M +15% 13.2% 141% 59
GMA
2336
Goldstein Munger & Associates
California
$239M -$17.7M -7% 5.9% 11.9% 31
CCM
2337
Carlson Capital Management
Minnesota
$238M +$17.7M +8% 7.3% 9.94% 61
YL
2338
YCG LLC
Texas
$238M +$15.9M +7% 9.47% 77.9% 94
LCG
2339
Lisanti Capital Growth
New York
$238M +$18.4M +8% 22.4% 1,060% 151
BWM
2340
Baystate Wealth Management
Massachusetts
$238M +$26.1M +12% 5.5% 14.6% 44
FSA
2341
Financial Sense Advisors
California
$238M +$7.37M +3% 8.86% 95.2% 144
HRIA
2342
Haberer Registered Investment Advisor
Ohio
$238M -$42.2M -15% 8.68% – 505
ACP
2343
Aviance Capital Partners
Florida
$237M +$23.6M +11% 13.3% 81.3% 233
HL
2344
HeadInvest LLC
Maine
$237M +$7.95M +3% 8.63% 53.3% 102
PJSIMP
2345
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237M +$18M +8% 6.62% 58.2% 130
IC
2346
InterOcean Capital
Illinois
$237M +$40M +20% 8.66% 32% 99
CCM
2347
Castine Capital Management
Massachusetts
$236M +$27M +13% 12.9% 14.2% 51
AAM
2348
AR Asset Management
California
$236M +$10.1M +4% 7.97% 56.1% 113
VCM
2349
V3 Capital Management
Texas
$236M +$50.3M +27% 6.21% 19.4% 19
TFA
2350
Toth Financial Advisory
Virginia
$236M +$22.3M +10% 10% 72.9% 113
92 93
94
95 96