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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ACMV
2551
August Capital Management VII
California
$454M -$178M -28% 3.61% 2
MSR
2552
Main Street Research
Connecticut
$454M +$72.6M +19% 0.39% 155% 104
CCFM
2553
Clear Creek Financial Management
Washington
$454M -$23.9M -5% 4.08% 55.7% 320
CCM
2554
Cohen Capital Management
California
$453M -$35.1M -7% 4.74% 58.2% 139
DWM
2555
Dorchester Wealth Management
Quebec, Canada
$453M -$48.6M -10% 10.1% 18.3% 158
CWG
2556
Cornerstone Wealth Group
North Carolina
$453M -$25M -5% 4.24% 74% 148
LA
2557
Legacy Advisors
Pennsylvania
$453M -$22.9M -5% 5.69% 95.6% 246
CEI
2558
Clark Estates Inc
New York
$453M -$125M -22% 9.13% 36% 107
EWM
2559
Edge Wealth Management
New York
$452M -$10.2M -2% 4.36% 47.6% 90
HR
2560
Hardy Reed
Mississippi
$452M -$14.7M -3% 5.84% 57.4% 91
CG
2561
Column Group
California
$452M -$18M -4% 0.52% 15.7% 7
KBFS
2562
Kohmann Bosshard Financial Services
Ohio
$451M -$1.28M -0.3% 5.68% 32.4% 149
SA
2563
Strategic Advisors
New York
$451M -$27.3M -6% 5.25% 87.6% 203
SRCM
2564
Sage Rock Capital Management
New York
$451M -$55.3M -11% 0.77% 12.8% 325
GC
2565
Gilbert & Cook
Iowa
$450M -$107M -19% 5.45% 53.6% 229
NA
2566
Navellier & Associates
Nevada
$450M -$16.1M -3% 1.45% 214% 314
CCP
2567
Cyrus Capital Partners
New York
$450M -$8.42M -2% 12.1% 89.2% 7
IG
2568
Ithaka Group
Virginia
$450M -$50.2M -10% 5.48% 188% 36
GWM
2569
GDS Wealth Management
Texas
$449M +$2.95M +0.7% 5.74% 45.8% 106
CI
2570
Cigna Investments
Connecticut
$449M -$50M -10% 4.29% 107% 462
BBNA
2571
Bremer Bank National Association
Minnesota
$449M -$73.1M -14% 5.08% 37.4% 219
CRCM
2572
Cat Rock Capital Management
Connecticut
$449M -$21.4M -5% 6.67% 138% 11
CNB
2573
Camden National Bank
Maine
$448M -$36.2M -7% 5.67% 50.3% 129
CA
2574
Cornerstone Advisory
Maryland
$448M +$10.7M +2% 5.4% 43.9% 202
SVWAG
2575
Sound View Wealth Advisors Group
Georgia
$446M -$31.8M -7% 4.6% 57.4% 282