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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CMO
2626
Covenant Multifamily Offices
Texas
$549M +$60.1M +12% 5.31% 38.4% 256
MSAM
2627
Moloney Securities Asset Management
Missouri
$549M +$41.5M +8% 7.88% 63.5% 475
GWI
2628
Grace & White Inc
New York
$549M +$25.6M +5% 7.95% 52.5% 134
MGM
2629
Miura Global Management
New York
$548M -$12M -2% 13.4% 396% 38
VNA
2630
Valley National Advisers
Pennsylvania
$548M +$35.9M +7% 5.17% 58.8% 959
PFGIA
2631
Patriot Financial Group Insurance Agency
Massachusetts
$547M +$111M +25% 7.11% 63.4% 2,233
TCM
2632
Tradewinds Capital Management
Washington
$546M +$43.6M +9% 5.95% 43.4% 848
BCA
2633
Biltmore Capital Advisors
New Jersey
$545M +$83.5M +18% 11% 80.4% 157
MG
2634
McCutchen Group
Washington
$545M +$47.5M +10% 6.68% 2.54% 24
FPCM
2635
Financial Partners Capital Management
New York
$545M +$50.4M +10% 9.51% 34.2% 114
BHH
2636
Baker Hughes Holdings
Texas
$544M -$171M -24% 4.84% 38.6% 2
MMC
2637
Mizuho Markets Cayman
Cayman Islands
$544M -$165M -23% 7.3% 69.1% 62
ICA
2638
Infrastructure Capital Advisors
New York
$543M +$216M +66% 17.2% 35.5% 79
KXA
2639
KPCB XIII Associates
California
$543M +$56.9M +12% 24.5% 4
DSC
2640
Duncker Streett & Co
Missouri
$542M +$18M +3% 7.99% 78.9% 527
DIA
2641
Dean Investment Associates
Ohio
$542M +$11.7M +2% 3.46% 31.8% 246
PCH
2642
PGIM Custom Harvest
New Jersey
$542M +$134M +33% 7.9% 228
AWMS
2643
Advocacy Wealth Management Services
Georgia
$540M +$40M +8% 4.65% 29.7% 214
EWM
2644
Evermay Wealth Management
Virginia
$540M +$39.6M +8% 6.26% 53.1% 520
SC
2645
Sierra Capital
Florida
$539M +$5.98M +1% 4.59% 30.4% 489
SSA
2646
South Street Advisors
New York
$539M +$223M +71% 12.5% 141% 68
WCA
2647
Whetstone Capital Advisors
Kansas
$538M +$64.2M +14% 25.4% 242% 32
EAMA
2648
EFG Asset Management (Americas)
Florida
$538M +$49.2M +10% 9.25% 90.3% 141
MAM
2649
MPM Asset Management
Massachusetts
$538M +$20.3M +4% 1.51% 14.1% 9
FC
2650
FORA Capital
Florida
$538M +$233M +77% 11.3% 97.4% 1,262