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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HHGA
1401
Halbert Hargrove Global Advisors
California
$1.36B -$99.5M -7% 4.24% 48.9% 165
CG
1402
Caprock Group
Idaho
$1.36B +$71.6M +6% 9.02% 46.1% 702
SIC
1403
Sigma Investment Counselors
Michigan
$1.36B +$73M +6% 5.4% 50.2% 197
MMA
1404
Mizuho Markets Americas
New York
$1.36B -$965M -42% 6.07% 80.5% 79
CWM
1405
Calamos Wealth Management
Illinois
$1.36B +$84.6M +7% 9.09% 90.3% 330
HFCIX
1406
H&F Corporate Investors X
California
$1.36B +$131M +11% 10.6% 1
BCM
1407
Basswood Capital Management
New York
$1.36B -$76.5M -5% 8.16% 80.1% 118
SSWM
1408
Smith Salley Wealth Management
North Carolina
$1.36B +$98.4M +8% 8.33% 81.6% 237
GIA
1409
Guyasuta Investment Advisors
Pennsylvania
$1.35B +$58.2M +4% 6.21% 62.5% 256
NIMI
1410
Natixis Investment Managers International
France
$1.35B +$26.3M +2% 8.57% 34.7% 241
DWP
1411
Daymark Wealth Partners
Ohio
$1.35B +$593M +79% 7.65% 389
PIM
1412
Paradice Investment Management
Colorado
$1.34B +$29.1M +2% 3.77% 44.7% 44
SFS
1413
Strategic Financial Services
New York
$1.34B +$48.2M +4% 2.94% 42.4% 125
MCI
1414
McDonald Capital Investors
California
$1.34B +$27.5M +2% 6.25% 104% 24
JP
1415
Jana Partners
New York
$1.34B +$17.1M +1% 5.23% 36% 10
CA
1416
Cambridge Associates
Massachusetts
$1.34B +$46.1M +4% 4.47% 40.7% 48
VCM
1417
Vigilant Capital Management
Maine
$1.34B +$106M +9% 7.25% 48.7% 489
BC
1418
Broadwood Capital
New York
$1.34B -$83.7M -6% 5.04% 67.6% 7
IHL
1419
Investment House LLC
California
$1.34B +$119M +10% 11.6% 105% 201
AAM
1420
Aureus Asset Management
Massachusetts
$1.33B +$70.1M +6% 9.81% 88.4% 191
KRSITF
1421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33B +$112M +9% 10.1% 97.3% 496
MCWS
1422
McKinley Carter Wealth Services
West Virginia
$1.33B +$53.3M +4% 4.65% 47.5% 310
CFA
1423
Capstone Financial Advisors
Illinois
$1.33B +$65.6M +5% 4.99% 45.7% 157
EI
1424
Ellevest Inc
New York
$1.33B +$43M +3% 4.67% 51.2% 1,887
RMA
1425
Roffman Miller Associates
Pennsylvania
$1.33B +$75.8M +6% 7.14% 58.3% 172