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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HEC
2751
Hudson Executive Capital
New York
$203M -$31M -13% 2.42% 142% 9
CBN
2752
Cadence Bank NA
Texas
$203M +$9.34M +5% 4.36% 33.3% 141
CWM
2753
Confluence Wealth Management
Oregon
$203M -$17.5M -8% 1.42% 31.9% 141
CFSG
2754
Community Financial Services Group
Vermont
$203M -$1.47M -0.7% 2.03% 68
WMG
2755
WESCAP Management Group
California
$203M +$3.96M +2% 1.03% 33.9% 59
RSVP
2756
Ramsay Stattman Vela & Price
Colorado
$202M +$7.94M +4% 2.35% 64.6% 60
BHTS
2757
Bar Harbor Trust Services
Maine
$202M +$27.7M +16% 7.71% 86.4% 84
CWA
2758
Cypress Wealth Advisors
California
$202M -$16.1M -7% 3.81% 29.1% 214
BFIC
2759
Bedell Frazier Investment Counselling
California
$202M +$8.53M +4% 0.75% 57.3% 55
IIM
2760
Ipswich Investment Management
Massachusetts
$202M -$7.88M -4% 4.02% 70.4% 397
FSCM
2761
Front Street Capital Management
Montana
$202M 1.4% 187% 65
HC
2762
Hillman Company
Pennsylvania
$202M +$21.3M +12% 1.47% 154% 13
PAS
2763
Partnervest Advisory Services
California
$202M +$22.7M +13% 2.32% 45.1% 206
AC
2764
Adelphi Capital
United Kingdom
$202M -$72.3M -26% 13.6% 3
RIG
2765
Renaissance Investment Group
Massachusetts
$202M +$2.75M +1% 1.51% 91.8% 78
PAM
2766
Pagoda Asset Management
New York
$201M -$41.4M -17% 4.18% 29
TFF
2767
The Family Firm
Maryland
$201M +$4.24M +2% 3.04% 40.2% 119
CA
2768
Claar Advisors
New York
$201M +$8.7M +5% 2.56% 81.3% 39
PCP
2769
Proprium Capital Partners
Connecticut
$201M -$49.7M -20% 0.04% 4.97% 3
PGC
2770
Pacific Grove Capital
California
$201M +$30.5M +18% 1.05% 2.27% 59
SGH
2771
Sivik Global Healthcare
Connecticut
$201M -$24.7M -11% 7.54% 45.3% 72
RCM
2772
Ratan Capital Management
Florida
$201M -$81.2M -29% 9.29% 417% 11
RAM
2773
Redmond Asset Management
Virginia
$201M +$2.01M +1% 3.2% 75.7% 152
KS
2774
Karpas Strategies
Connecticut
$200M +$7.84M +4% 5.11% 16.1% 120
JCM
2775
Jacobi Capital Management
Pennsylvania
$200M 2.68% 62.5% 749