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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AP
1501
Atwood & Palmer
Missouri
$1.11B +$97.6M +10% 10.6% 71.2% 402
LPT
1502
Legacy Private Trust
Wisconsin
$1.11B +$52.5M +5% 7.44% 56.8% 236
BWP
1503
Baldwin Wealth Partners
Massachusetts
$1.1B +$379M +52% 8.19% 75% 845
HFCIX
1504
H&F Corporate Investors X
California
$1.1B +$139M +14% 14.5% – 1
PP
1505
Patten & Patten
Tennessee
$1.1B +$47.1M +4% 10.3% 63.7% 271
AIMU
1506
Allianz Investment Management US
Minnesota
$1.1B +$28.2M +3% 2.86% 0.17% 26
CTI
1507
Community Trust & Investment
Kentucky
$1.1B +$52.2M +5% 9.17% 91.7% 128
SIMG
1508
Sonora Investment Management Group
Arizona
$1.1B +$320M +41% 7.94% 51.7% 280
AC
1509
Apella Capital
Connecticut
$1.1B +$238M +28% 7.17% – 243
TC
1510
Telemus Capital
Michigan
$1.1B +$123M +13% 8.63% 27.9% 350
SIA
1511
Schechter Investment Advisors
Michigan
$1.1B +$80.7M +8% 7.62% 36.1% 1,076
DPCM
1512
Darlington Partners Capital Management
California
$1.1B -$112M -9% 5.85% 84.4% 34
BWM
1513
Baystate Wealth Management
Massachusetts
$1.09B +$121M +12% 8.38% 14.6% 1,018
MLL
1514
Moody Lynn & Lieberson
Massachusetts
$1.09B +$56.4M +5% 10.8% 131% 244
AF
1515
Alerus Financial
North Dakota
$1.09B +$86.4M +9% 10.8% 74.6% 175
FMC
1516
First Merchants Corp
Indiana
$1.09B +$93M +9% 9.23% 52.5% 231
RIL
1517
Rothschild Investment LLC
Illinois
$1.09B +$77.9M +8% 9.29% 73.9% 521
BBA
1518
Baader Bank Aktiengesellschaft
Germany
$1.09B -$73.4M -6% 2.32% 92% 336
GF
1519
Greenhouse Funds
Maryland
$1.09B +$230M +27% 12.5% 73% 45
DMC
1520
Deer Management Company
New York
$1.09B -$341M -24% 8.42% 284% 17
LCAM
1521
London & Capital Asset Management
United Kingdom
$1.08B +$13.8M +1% 10.2% 61.4% 80
TNBTD
1522
Trustmark National Bank Trust Department
Mississippi
$1.08B +$43.2M +4% 7.72% 46.9% 277
VWA
1523
Visionary Wealth Advisors
Illinois
$1.08B +$121M +13% 8.29% 55.1% 451
CB
1524
Cadence Bank
Mississippi
$1.08B +$118M +12% 10.8% 67.3% 350
SC
1525
SouthState Corp
Florida
$1.08B +$77.9M +8% 11.3% 72% 755
59 60
61
62 63