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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AUB
1501
Atlantic Union Bankshares
Virginia
$686M -$94.5M -12% 16.6% 67.9% 277
VCM
1502
Vigilant Capital Management
Maine
$685M -$178M -21% 16.3% 48.7% 492
KCM
1503
Kanawha Capital Management
Virginia
$685M -$172M -20% 19.1% 54.2% 198
AFG
1504
Albion Financial Group
Utah
$685M -$158M -19% 15.3% 61.1% 234
CL
1505
CPWM LLC
Washington
$685M -$136M -17% 15.3% 36.5% 290
CA
1506
Clearstead Advisors
Ohio
$684M -$140M -17% 19.4% 61.5% 792
WCM
1507
Woodson Capital Management
Connecticut
$684M +$99.3M +17% 19.4% 174% 36
AAM
1508
Anglepoint Asset Management
Cayman Islands
$683M -$149M -18% 8.23% 28
FMT
1509
First Mercantile Trust
Tennessee
$683M -$176M -20% 18.1% 51.3% 938
WAP
1510
Wealthcare Advisory Partners
Pennsylvania
$682M -$104M -13% 16.3% 46.6% 1,643
HCM
1511
Hollencrest Capital Management
California
$680M -$210M -24% 16.3% 68.4% 358
DS
1512
DRW Securities
Illinois
$679M -$684M -50% 4.85% 34.5% 374
JCM
1513
Jag Capital Management
Missouri
$679M -$202M -23% 10.1% 200% 205
WIA
1514
Wealthstreet Investment Advisors
Texas
$677M -$180M -21% 15.3% 75.8% 356
TAM
1515
Third Avenue Management
New York
$676M -$335M -33% 31.2% 77.9% 76
NSIM
1516
North Star Investment Management
Illinois
$676M -$283M -29% 20.5% 59.9% 1,114
SAM
1517
Southernsun Asset Management
Tennessee
$676M -$422M -38% 35.4% 44.7% 36
MHS
1518
M Holdings Securities
Oregon
$676M +$333M +97% 17.2% 55.1% 253
TNB
1519
TCF National Bank
South Dakota
$676M -$210M -24% 20.2% 368
CC
1520
CCMP Capital
New York
$675M -$389M -37% 36.6% 12.3% 1
CC
1521
Courier Capital
New York
$674M -$178M -21% 19.7% 51.6% 301
HC
1522
HNP Capital
New York
$674M +$439M +187% 19.7% 52.4% 315
SC
1523
SouthState Corp
Florida
$674M -$196M -23% 16.9% 72% 259
TIA
1524
Tandem Investment Advisors
South Carolina
$673M +$76.5M +13% 15.1% 40.3% 72
BONST
1525
Bank of Nova Scotia Trust
Ontario, Canada
$672M -$211M -24% 21% 33.2% 122