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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWM
876
Perigon Wealth Management
California
$3.06B +$589M +24% 11.2% 82.8% 878
BCIM
877
Black Creek Investment Management
Ontario, Canada
$3.05B +$305M +11% 10.9% 15.7% 41
MC
878
Martin Currie
United Kingdom
$3.05B +$253M +9% 12.2% 114% 52
FPCG
879
Fort Pitt Capital Group
Pennsylvania
$3.05B +$382M +14% 13.1% 42.1% 131
PCM
880
PAR Capital Management
Massachusetts
$3.04B +$371M +14% 21.9% 142% 51
IUHSA
881
Itau Unibanco Holding S.A.
Brazil
$3.04B +$792M +35% 16% 79.7% 540
MWM
882
Mission Wealth Management
California
$3.03B +$392M +15% 10.3% 64.1% 573
GIM
883
Granahan Investment Management
Massachusetts
$3.03B +$221M +8% 18.5% 183% 200
CM
884
Cercano Management
Washington
$3.03B +$214M +8% 16% – 116
SWM
885
Spire Wealth Management
Virginia
$3.03B +$400M +15% 10.9% 70.9% 2,505
FHA
886
First Horizon Advisors
Tennessee
$3.02B +$261M +9% 10.5% 55.2% 2,532
STA
887
Summit Trail Advisors
New York
$3.02B +$304M +11% 8.07% 52.9% 598
GC
888
Grimes & Company
Massachusetts
$3.02B +$434M +17% 9.6% 42.9% 345
PFS
889
Prospera Financial Services
Texas
$3.02B +$434M +17% 10.1% 69.4% 1,133
GCM
890
Gates Capital Management
New York
$3.02B -$69M -2% 6.06% 25.6% 31
SIG
891
Stonegate Investment Group
Alabama
$3.02B +$268M +10% 9.64% 67.9% 356
BIM
892
Bridges Investment Management
Nebraska
$3.02B +$201M +7% 10.8% 80.5% 205
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$2.98B +$273M +10% 10.9% 70.8% 2,185
DT
894
Diversified Trust
Tennessee
$2.97B +$331M +13% 11.4% 65.4% 962
OIAM
895
OFI Invest Asset Management
France
$2.97B +$200M +7% 12.1% – 310
AACR
896
ACR Alpine Capital Research
Missouri
$2.96B +$387M +15% 9.55% 39.2% 42
BFM
897
Boston Financial Management
Massachusetts
$2.96B +$282M +11% 12.6% 30.1% 319
BFM
898
Boothbay Fund Management
New York
$2.95B -$204M -6% 5.99% 95.8% 1,971
VI
899
Vestcor Inc
New Brunswick, Canada
$2.95B +$220M +8% 10.9% 77.9% 1,362
EWM
900
Empirical Wealth Management
Washington
$2.94B +$401M +16% 9.03% 52.9% 512
34 35
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37 38