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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GWM
1451
Geneos Wealth Management
Colorado
$654M 3.54% 52.6% 1,783
CM
1452
Crestline Management
Texas
$654M -$479M -42% 13.4% 16.7% 1
FNT
1453
First National Trust
Pennsylvania
$653M +$21.2M +3% 1.62% 67.4% 317
CIC
1454
Carnegie Investment Counsel
Ohio
$653M +$76.6M +13% 1.76% 103% 305
FC
1455
Foundation Capital
California
$653M -$168M -20% 15.7% 9
GL
1456
Governors Lane
New York
$653M +$305M +88% 2.63% 72.4% 45
EWA
1457
EP Wealth Advisors
California
$652M +$57.2M +10% 2.27% 59.2% 171
PCP
1458
P2 Capital Partners
New York
$649M +$56.1M +9% 4.96% 20.3% 15
MP
1459
Makaira Partners
California
$647M +$41.2M +7% 9.57% 49.5% 13
GCL
1460
Glazer Capital LLC
New York
$647M -$26.3M -4% 7.55% 225% 119
SC
1461
SouthState Corp
Florida
$643M +$5.56M +0.9% 1.89% 72% 222
BAM
1462
Berkshire Asset Management
Pennsylvania
$643M +$38.4M +6% 1.58% 45.2% 171
EIA
1463
Edgemoor Investment Advisors
Maryland
$642M -$24.5M -4% 1.86% 82.3% 141
MIM
1464
Martin Investment Management
Florida
$641M +$10.9M +2% 2.35% 57.2% 49
WB
1465
Webster Bank
Connecticut
$641M +$17.4M +3% 2.21% 72.8% 221
PWAG
1466
Polaris Wealth Advisory Group
California
$640M +$20.2M +3% 4% 64% 162
WA
1467
Westport Advisers
Connecticut
$640M -$51.6M -7% 3.02% 39.2% 44
EI
1468
EAM Investors
California
$639M -$125M -16% 11.6% 5,059% 408
PS
1469
Portfolio Solutions
Michigan
$639M +$12.3M +2% 1.09% 11.6% 27
MCM
1470
Murphy Capital Management
New Jersey
$638M -$17.6M -3% 2.16% 41.6% 336
Simplex Trading
1471
Simplex Trading
Illinois
$638M -$63.4M -9% 0.21% 1.23% 3,505
CCWA
1472
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$637M +$41.9M +7% 1.42% 31.2% 118
SCA
1473
Summit Creek Advisors
Minnesota
$636M +$37M +6% 1.47% 70.8% 51
SC
1474
SRB Corp
Massachusetts
$635M +$18.9M +3% 2.78% 48.9% 190
MLL
1475
Moody Lynn & Lieberson
Massachusetts
$635M -$738K -0.1% 4.39% 131% 205