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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TI
1451
TRG Investments
Virginia
$989M +$234M +31% 31.1% 70.5% 2
VPI
1452
Value Partners Investments
Manitoba, Canada
$986M +$15.7M +2% 7.42% 23.3% 64
HAM
1453
Hyperion Asset Management
Australia
$986M +$272M +38% 32% 188% 22
TAM
1454
TFG Asset Management
Cayman Islands
$985M +$235M +31% 0.63% 44% 58
WGI
1455
Westwood Global Investments
Massachusetts
$982M +$121M +14% 5.09% 41% 14
AI
1456
Atom Investors
Texas
$982M +$53.5M +6% 14.8% 55.4% 668
AWS
1457
AJ Wealth Strategies
New York
$982M +$81.3M +9% 6.61% 32.2% 234
MC
1458
MIG Capital
California
$981M +$9.1M +0.9% 9.77% 92% 27
HEC
1459
Hudson Executive Capital
New York
$979M -$46M -4% 3.73% 142% 7
TBA
1460
Tower Bridge Advisors
Pennsylvania
$979M +$87M +10% 10% 69% 200
JFGIW
1461
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$979M +$47.5M +5% 5.26% 45.9% 478
NM
1462
NWI Management
New York
$976M -$133M -12% 11.8% 53.5% 49
FLAM
1463
First Light Asset Management
Minnesota
$976M +$118M +14% 26.3% 208% 70
BFA
1464
Bragg Financial Advisors
North Carolina
$976M +$77.4M +9% 8.59% 73% 277
SFS
1465
Strategic Financial Services
New York
$974M +$74M +8% 5.63% 42.4% 130
FLII
1466
First Long Island Investors
New York
$968M +$86M +10% 12.3% 78.3% 59
LPT
1467
Legacy Private Trust
Wisconsin
$968M +$60.5M +7% 7.29% 56.8% 218
SGI
1468
Summit Global Investments
Utah
$968M +$101M +12% 8.71% 50.8% 276
JCM
1469
Jag Capital Management
Missouri
$968M +$111M +13% 14.8% 200% 187
EC
1470
Engaged Capital
California
$967M +$38.8M +4% 21.1% 39.2% 12
RVPG
1471
Relative Value Partners Group
$965M +$12.1M +1% 3.66% 8.89% 192
OC
1472
Oakmont Corp
California
$964M +$196M +26% 25.8% 135% 27
CRCM
1473
Cat Rock Capital Management
Connecticut
$963M +$16.1M +2% 8.9% 138% 14
CIAS
1474
CBIZ Investment Advisory Services
Ohio
$962M +$54.4M +6% 5.71% 37% 126
AWM
1475
Altium Wealth Management
New York
$962M +$71.9M +8% 7.77% 25% 352