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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AAI
2401
American Assets Inc
California
$326M +$9.9M +3% 2.66% 7.31% 4
BGI
2402
BlueDrive Global Investors
United Kingdom
$326M +$38.5M +13% 11.8% 24.7% 12
LGWM
2403
Litman Gregory Wealth Management
California
$326M +$29.2M +10% 11.2% 41.2% 161
FAG
2404
Financial Advisory Group
Texas
$325M -$53.3M -14% 10.3% 20.5% 73
FM
2405
Forward Management
California
$325M -$266M -45% 5.62% 36.9% 160
GAM
2406
Gemmer Asset Management
California
$324M +$2.04M +0.6% 10.7% 55.7% 1,553
CWM
2407
Cahaba Wealth Management
Georgia
$324M +$18.7M +6% 9.03% 36.5% 79
ST
2408
Sentinel Trust
Texas
$324M -$137M -30% 14.6% 65.5% 116
CWM
2409
Campbell Wealth Management
Virginia
$324M 9.25% 11.2% 50
HEIP
2410
Hudson Edge Investment Partners
New Jersey
$323M -$239M -43% 14.3% 52.3% 158
BP
2411
Banbury Partners
North Carolina
$323M -$54M -14% 11.6% 137% 21
HBT
2412
Hills Bank & Trust
Iowa
$323M -$49.6M -13% 11.1% 55.1% 143
MHS
2413
M Holdings Securities
Oregon
$322M -$59.4M -16% 12.5% 55.1% 374
CM
2414
Capital Management
Virginia
$322M -$69.1M -18% 13.7% 49.8% 87
AWA
2415
Alaska Wealth Advisors
Alaska
$322M -$10.4M -3% 8.02% 28.6% 68
OIM
2416
Oracle Investment Management
Connecticut
$322M -$132M -29% 10.5% 540% 18
HRCM
2417
Hawk Ridge Capital Management
California
$321M -$134M -29% 18.4% 44.7% 54
PPSG
2418
Princeton Portfolio Strategies Group
New Jersey
$321M -$63.9M -17% 9.7% 83.9% 160
ACC
2419
Accident Compensation Corp
New Zealand
$321M -$20.9M -6% 11.8% 24.6% 136
RA
2420
Rational Advisors
New York
$320M -$97.7M -23% 2.16% 31.1% 590
TCM
2421
Tradition Capital Management
New Jersey
$320M -$62.8M -16% 11% 43.6% 205
GCM
2422
Gabalex Capital Management
New York
$320M -$45.3M -12% 14.3% 25% 22
FTC
2423
Farmers Trust Company
Ohio
$319M -$35.5M -10% 11.5% 67.2% 168
GP
2424
Greenline Partners
New York
$319M +$0 0% 11.7% 42.5% 68
AEPIP
2425
AH Equity Partners III (Parallel)
California
$319M 11.2% 32.4% 1