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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIS
2601
AlphaOne Investment Services
Pennsylvania
$325M -$6.68M -2% 3.22% 75.8% 235
TB
2602
Terril Brothers
Missouri
$324M -$850K -0.3% 4.45% 52.7% 56
MBT
2603
Monroe Bank & Trust
Michigan
$324M +$1.11M +0.3% 3.65% 24.7% 247
WA
2604
Wealth Architects
California
$324M +$15.2M +5% 4.22% 51.5% 140
LLC
2605
Latimer Light Capital
New York
$324M -$35.7M -10% 4.63% 122% 21
MTCM
2606
Mint Tower Capital Management
Netherlands
$323M +$113M +54% 0.72% 32.3% 202
RCM
2607
Rockshelter Capital Management
Pennsylvania
$323M +$11.4M +4% 6.85% 31.2% 37
YEPV
2608
Yorktown Energy Partners VIII
New York
$323M -$54.4M -14% 14.3% 15.2% 3
GC
2609
Gilbert & Cook
Iowa
$322M +$26M +9% 3.45% 53.6% 106
GH
2610
Grosvenor Holdings
Illinois
$322M -$112M -26% 8.97% 52.8% 17
GAM
2611
Gemmer Asset Management
California
$322M +$31.8M +11% 6.28% 55.7% 1,511
PCM
2612
PenderFund Capital Management
British Columbia, Canada
$322M +$36.1M +13% 0.53% 114% 77
DWM
2613
Dorchester Wealth Management
Quebec, Canada
$322M +$17.7M +6% 4.94% 18.3% 126
HA
2614
Harbor Advisors
Florida
$321M +$12.1M +4% 3.32% 74.6% 180
RFM
2615
Royal Fund Management
Florida
$321M +$18.2M +6% 5.71% 58.1% 702
DSAM
2616
Dock Street Asset Management
Florida
$321M +$31.3M +11% 10.4% 227% 49
LWS
2617
Lucia Wealth Services
California
$321M +$92.6M +41% 7.99% 45.6% 239
PBT
2618
Pictet Bank & Trust
Bahamas
$320M +$27.8M +9% 7.09% 60.5% 81
CI
2619
Capital International
California
$320M -$251M -44% 6.5% 159% 177
EWM
2620
Evermay Wealth Management
Virginia
$320M +$20.1M +7% 6.05% 53.1% 150
KWMG
2621
King Wealth Management Group
Florida
$320M +$27.8M +10% 7.19% 82.6% 134
FHC
2622
First Heartland Consultants
Missouri
$320M +$36M +13% 5.76% 40.6% 261
HDIM
2623
Hanson & Doremus Investment Management
Vermont
$320M +$15.4M +5% 3.73% 52.1% 504
AWE
2624
Avidian Wealth Enterprises
Texas
$320M +$2.75M +0.9% 4.43% 47.9% 124
EAM
2625
Exane Asset Management
France
$319M +$88.3M +38% 6.98% 70.5% 197