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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FCAM
4026
First Citizens Asset Management
North Carolina
$241M +$51M +27% 4.91% – 48
TC
4027
Teilinger Capital
Texas
$241M -$47.6M -17% 0.37% 12.8% 46
ICM
4028
Irenic Capital Management
New York
$240M +$52M +28% 2.3% – 22
LF
4029
Lantz Financial
Illinois
$240M +$20.6M +9% 5.06% 54.1% 203
MCP
4030
Martin Capital Partners
Oregon
$240M -$1.87M -0.8% 0.66% 23.1% 74
DA
4031
Denali Advisors
California
$240M +$1.82M +0.8% 2.12% 77.9% 502
OH
4032
Oikos Holdings
New York
$240M +$40.4M +20% 5.56% 5.54% 11
MAM
4033
MPM Asset Management
Massachusetts
$240M +$986K +0.4% 12.9% 14.1% 9
PVH
4034
Psagot Value Holdings
Israel
$240M -$98.9M -29% 13.2% 45.9% 637
PI
4035
Pennant Investors
New Jersey
$240M +$40.2M +20% 7.92% 149% 17
VCM
4036
Verde Capital Management
Michigan
$240M +$30.5M +15% 13.4% 70.1% 40
CWM
4037
Chesapeake Wealth Management
Virginia
$240M +$11.4M +5% 6.88% 59% 157
IG
4038
Inherent Group
New York
$240M +$4.99M +2% 3.68% 64.7% 41
NI
4039
Nextech Invest
Switzerland
$240M -$11.8M -5% 12.1% 164% 14
BAM
4040
Blueshift Asset Management
New Jersey
$239M +$23.8M +11% 8.32% 40.2% 487
CMI
4041
Clare Market Investments
Texas
$239M +$25.9M +12% 16.5% 150% 143
WCM
4042
Whitener Capital Management
North Carolina
$239M +$10.3M +5% 6.06% 82.4% 141
NL
4043
Navalign LLC
California
$239M -$3.32M -1% 6.81% 46.7% 128
SV
4044
Sapphire Ventures
Texas
$239M -$46.1M -16% 22.6% 48.1% 10
DWM
4045
Drive Wealth Management
Utah
$239M +$38.8M +19% 5.42% 72.9% 321
RCP
4046
Reverence Capital Partners
New York
$239M +$1.83M +0.8% 11.8% 6.3% 2
TWD
4047
True Wealth Design
Ohio
$238M +$22.4M +10% 4.76% – 900
OCM
4048
Oakview Capital Management
Texas
$238M +$4.71M +2% 1.69% 20.1% 18
TA
4049
TrueWealth Advisors
Alabama
$238M +$9.76M +4% 2.11% 39.7% 197
BCG
4050
Breakwater Capital Group
New Jersey
$238M +$47.2M +25% 5.43% – 192
160 161
162
163 164