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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TW
1376
Transform Wealth
Colorado
$1.8B +$292M +19% 2.18% 48.3% 275
SI
1377
Standard Investments
New York
$1.79B -$159M -8% 0.85% 80.6% 19
SLF
1378
Sun Life Financial
Ontario, Canada
$1.79B +$482K +0% 0.11% 47.1% 35
ET
1379
Equitable Trust
Tennessee
$1.79B +$233M +15% 0.78% 77.5% 510
JC
1380
JB Capital
Connecticut
$1.79B +$45.3M +3% 0.06% 55% 241
MMLI
1381
Massachusetts Mutual Life Insurance
Massachusetts
$1.79B +$72M +4% 5.23% 2
WCA
1382
Waratah Capital Advisors
Ontario, Canada
$1.79B +$107M +6% 1.21% 37.4% 176
WP
1383
WMS Partners
Maryland
$1.78B +$650K +0% 0.89% 10.7% 317
HHGA
1384
Halbert Hargrove Global Advisors
California
$1.78B -$23.3M -1% 2% 48.9% 309
EWA
1385
EverSource Wealth Advisors
Alabama
$1.78B +$200M +13% 3.37% 69.9% 3,872
ICM
1386
Invenomic Capital Management
Massachusetts
$1.78B -$33M -2% 2.58% 0.09% 184
SCM
1387
Spyglass Capital Management
California
$1.78B +$255M +17% 24% 191% 27
RDIA
1388
RE Dickinson Investment Advisors
Iowa
$1.77B +$1.6B +899% 0.74% 2.26% 331
NMC
1389
NEA Management Company
Maryland
$1.77B -$63.7M -3% 11.7% 531% 43
CRM
1390
Cramer Rosenthal McGlynn
Connecticut
$1.77B -$31.6M -2% 1.97% 60.9% 107
CFGS
1391
Concourse Financial Group Securities
Alabama
$1.77B +$87.2M +5% 0.76% 18.1% 11,860
WRBC
1392
W.R. Berkley Corp
Connecticut
$1.77B +$372M +27% 4.35% 36.1% 191
BCM
1393
BlueCrest Capital Management
Jersey
$1.77B +$1.33B +304% 2% 10.9% 108
IA
1394
IFG Advisory
Georgia
$1.76B +$194M +12% 0.72% 51.1% 689
FAIM
1395
Financial Advocates Investment Management
Washington
$1.75B -$11.7M -0.7% 2.14% 64.6% 800
SIM
1396
Seilern Investment Management
United Kingdom
$1.75B 1.7% 21
HCMT
1397
Highland Capital Management (Tennessee)
Tennessee
$1.75B -$3.26M -0.2% 4.12% 90.5% 420
1SB
1398
1ST Source Bank
Indiana
$1.75B -$23.1M -1% 0.28% 58.4% 268
ZF
1399
Zhang Financial
Michigan
$1.75B +$163M +10% 0.61% 58.4% 303
DDPIC
1400
Deroy & Devereaux Private Investment Counsel
Michigan
$1.75B -$9M -0.5% 1.49% 70.6% 180