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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NRS
1301
Neville Rodie & Shaw
New York
$850M +$14.7M +2% 3.46% 74.7% 271
VCM
1302
Valiant Capital Management
California
$848M -$29.8M -3% 4.91% 112% 16
BCM
1303
Brenham Capital Management
Texas
$843M +$61.2M +8% 21.4% 233% 12
CII
1304
Capital International Inc
California
$842M +$11.2M +1% 12.8% 130% 155
HP
1305
Hikari Power
Japan
$842M -$25.8M -3% 0.83% 56.6% 83
JCI
1306
Jet Capital Investors
New York
$841M -$142M -14% 5.83% 68.3% 43
BONST
1307
Bank of Nova Scotia Trust
Ontario, Canada
$839M +$75.4M +10% 3.93% 33.2% 119
SPC
1308
Sigma Planning Corp
Michigan
$837M +$72.1M +9% 2.56% 65.3% 792
PWAG
1309
Polaris Wealth Advisory Group
California
$837M +$193M +30% 6.39% 64% 124
CAG
1310
Crestwood Advisors Group
Massachusetts
$836M +$27M +3% 4.41% 71.6% 137
AAM
1311
Amerigo Asset Management
Cayman Islands
$831M -$147M -15% 23.3% 368% 11
QI
1312
QV Investors
Alberta, Canada
$831M +$43.9M +6% 3.07% 41.4% 32
CWM
1313
Concert Wealth Management
California
$823M +$86M +12% 3.59% 28.5% 1,046
PCM
1314
Penserra Capital Management
California
$822M +$113M +16% 18.7% 118% 1,046
TI
1315
Truepoint Inc
Ohio
$822M +$43.8M +6% 3.8% 35.6% 81
JDR
1316
Jay D. Rosenbaum
$822M +$124M +18% 17.8% 12.9% 56
TBA
1317
Tower Bridge Advisors
Pennsylvania
$821M +$18.6M +2% 3.14% 69% 214
LDB
1318
Lee, Danner & Bass
Tennessee
$821M -$5.37M -0.6% 0.24% 167
CCWA
1319
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$820M +$128M +18% 2.84% 31.2% 134
RIL
1320
Rothschild Investment LLC
Illinois
$817M +$33M +4% 5.32% 73.9% 522
TNBTD
1321
Trustmark National Bank Trust Department
Mississippi
$814M +$39.1M +5% 1.67% 46.9% 313
ESBC
1322
E.S. Barr & Co
Kentucky
$813M -$13.2M -2% 1.77% 75.4% 88
CCM
1323
Century Capital Management
Massachusetts
$813M -$92.3M -10% 7.48% 79.8% 225
WF
1324
WealthTrust Fairport
Ohio
$813M +$38.4M +5% 3.42% 31.4% 159
WBG
1325
Wharton Business Group
Pennsylvania
$811M -$33.7M -4% 6.09% 46.6% 128