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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CCT
3526
Capital City Trust
Florida
$403M +$34.6M +9% 8.51% 73.6% 119
BWM
3527
Bulltick Wealth Management
Florida
$403M +$45.6M +13% 3% 61.9% 116
BAM
3528
Brave Asset Management
New Jersey
$403M +$10.1M +3% 4.88% 50.1% 172
SCM
3529
Sarissa Capital Management
Connecticut
$402M -$190M -32% 0.93% 7.91% 11
PFM
3530
Privium Fund Management
Netherlands
$402M +$9.94M +3% 18.9% 509% 141
MWM
3531
Mascoma Wealth Management
New Hampshire
$402M +$24.9M +7% 5.07% 33.2% 509
PWM
3532
Praetorian Wealth Management
California
$402M +$11.1M +3% 6.06% 44.3% 58
SA
3533
SoftVest Advisors
Texas
$402M +$62.5M +18% 12.3% 75.8% 5
CDR
3534
Clayton Dubilier & Rice
New York
$402M -$260M -39% 38.8% 59% 4
CAM
3535
Cypress Asset Management
Texas
$402M +$13.2M +3% 4.89% 97.3% 108
BWP
3536
Balboa Wealth Partners
Arizona
$401M +$22.8M +6% 7.23% 170% 380
GCP
3537
Garda Capital Partners
Minnesota
$401M +$215M +115% 0.22% 262
FSA
3538
Financial Security Advisor
Virginia
$401M +$103M +34% 5.67% 124
LSC
3539
Logan Stone Capital
Illinois
$401M +$13.9M +4% 8.17% 40.9% 176
FPB
3540
First PREMIER Bank
South Dakota
$401M +$27.3M +7% 8.08% 41.1% 433
SDWIA
3541
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$401M +$39M +11% 9.02% 66% 152
SC
3542
Searle & Co
Connecticut
$401M -$25.8M -6% 6.97% 62.1% 192
MAC
3543
Mason & Associates (California)
California
$401M +$24.9M +7% 4.61% 40.9% 120
FGP
3544
Foyston, Gordon, & Payne
Ontario, Canada
$401M -$4.94M -1% 10.6% 78.3% 57
ESB
3545
Essex Savings Bank
Connecticut
$401M +$29.2M +8% 6.68% 64.9% 289
JWCA
3546
J.W. Coons Advisors
Ohio
$401M -$13M -3% 8.28% 61.2% 251
CH
3547
Canton Hathaway
Rhode Island
$401M +$35M +10% 9.85% 78.3% 267
MWP
3548
Moller Wealth Partners
$400M +$25.3M +7% 6.81% 25.7% 69
HCM
3549
Harvey Capital Management
Florida
$400M +$19.5M +5% 4.45% 140% 84
GFA
3550
Gifford Fong Associates
California
$400M +$22.5M +6% 9.25% 147% 128