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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BIAS
1201
Beacon Investment Advisory Services
New Jersey
$2.31B -$98.1M -4% 0.17% 67.4% 262
AFCM
1202
Applied Finance Capital Management
Puerto Rico
$2.3B -$40.6M -2% 0.94% 335
GKWIM
1203
Gerber Kawasaki Wealth & Investment Management
California
$2.3B +$126M +6% 4.63% 92.7% 304
G
1204
GenTrust
Florida
$2.3B +$254M +12% 0.31% 41.7% 234
HCA
1205
Harbor Capital Advisors
Illinois
$2.29B -$8.88M -0.4% 3.33% 97.9% 1,370
TAM
1206
Thematics Asset Management
France
$2.29B -$237M -9% 2.23% 139
CCM
1207
Carlson Capital Management
Minnesota
$2.29B -$64.1M -3% 4.3% 9.94% 118
SAM
1208
Shell Asset Management
Netherlands
$2.29B +$17M +0.7% 4.04% 1,284
XL
1209
XN LP
New York
$2.29B -$56.4M -2% 5.44% 147% 28
HCM
1210
Howland Capital Management
Massachusetts
$2.28B -$23.4M -1% 0.69% 69.2% 296
SL
1211
Siren LLC
Connecticut
$2.26B +$265M +13% 73.9% 132
NSAM
1212
North Star Asset Management
Wisconsin
$2.26B +$31M +1% 1.65% 63.8% 346
GF
1213
Greenhouse Funds
Maryland
$2.26B +$233M +12% 15.4% 73% 39
NIM
1214
Northeast Investment Management
Massachusetts
$2.25B +$21.4M +1% 3.01% 90.5% 192
SCA
1215
STALEY CAPITAL ADVISERS
Pennsylvania
$2.25B +$15.3M +0.7% 3.24% 67.1% 186
OCM
1216
Opti Capital Management
New York
$2.23B +$528M +31% 0% 0.33% 74
SP
1217
Summit Partners
Massachusetts
$2.23B -$6.83M -0.3% 11.2% 27.5% 9
NRCM
1218
North Reef Capital Management
California
$2.23B +$84.6M +4% 11.6% 54% 54
ACL
1219
Azora Capital LP
Florida
$2.23B +$370M +20% 18.4% 127% 73
AWE
1220
Avidian Wealth Enterprises
Texas
$2.23B +$24.9M +1% 0.63% 47.9% 542
WG
1221
Welch Group
Alabama
$2.22B -$79.8M -3% 2.69% 44.6% 282
JIC
1222
Joel Isaacson & Co
New York
$2.22B +$122M +6% 1.68% 54.7% 391
CF
1223
Covea Finance
France
$2.22B -$61.2M -3% 4.73% 100% 112
WBG
1224
Wharton Business Group
Pennsylvania
$2.22B -$11.2M -0.5% 0.24% 46.6% 145
SCP
1225
Seizert Capital Partners
Michigan
$2.21B -$478K -0% 1.42% 65.9% 175