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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RIL
1501
Rothschild Investment LLC
Illinois
$1.19B -$16.5M -1% 1.48% 73.9% 530
NSIM
1502
North Star Investment Management
Illinois
$1.18B -$48.2M -4% 2.25% 59.9% 1,323
JC
1503
JB Capital
Connecticut
$1.18B -$163K -0% 3.83% 55% 192
SIS
1504
Sound Income Strategies
Florida
$1.18B +$211M +22% 0.5% 23.9% 1,247
WWM
1505
Western Wealth Management
Colorado
$1.18B +$11.2M +1% 3.1% 71.9% 681
PCM
1506
Parsifal Capital Management
Connecticut
$1.18B -$141M -11% 1.73% 130% 23
LC
1507
L1 Capital
Australia
$1.17B +$343M +41% 9.91% 101% 14
ADL
1508
Asset Dedication LLC
California
$1.17B +$1.29M +0.1% 2.44% 50.5% 1,096
GC
1509
Garde Capital
Washington
$1.17B -$27.6M -2% 3.77% 58.5% 288
SDJVC
1510
St. Denis J. Villere & Co
Louisiana
$1.17B -$208M -15% 7.16% 42.5% 68
EK
1511
Evensky & Katz
Florida
$1.17B -$148M -11% 2.99% 46.9% 91
SIMG
1512
Sonora Investment Management Group
Arizona
$1.17B -$24.7M -2% 2.48% 51.7% 286
GCP
1513
GSA Capital Partners
United Kingdom
$1.17B +$167M +17% 4.34% 63.5% 2,064
MLL
1514
Moody Lynn & Lieberson
Massachusetts
$1.17B -$72M -6% 1.96% 131% 238
MTWSIF
1515
Mivtachim The Workers Social Insurance Fund
Israel
$1.17B +$30.4M +3% 4.96% 63.7% 46
CS
1516
Cannell & Spears
New York
$1.17B -$59.2M -5% 2.5% 82.5% 233
PIM
1517
Paradice Investment Management
Colorado
$1.17B -$177M -13% 4.95% 44.7% 44
TA
1518
TruWealth Advisors
Louisiana
$1.16B -$1.63M -0.1% 1.63% 48.7% 156
MCM
1519
Mason Capital Management
New York
$1.16B +$136M +13% 1.18% 24.4% 11
BWP
1520
Baldwin Wealth Partners
Massachusetts
$1.16B -$57M -5% 2.07% 75% 782
LPT
1521
Legacy Private Trust
Wisconsin
$1.16B -$47.8M -4% 3.32% 56.8% 240
FIB
1522
First Interstate Bank
Montana
$1.16B -$50.2M -4% 2.46% 29.6% 174
RIA
1523
Regal Investment Advisors
Michigan
$1.16B -$33.3M -3% 2.79% 50.9% 543
SC
1524
Sepio Capital
Utah
$1.16B -$68M -6% 3.43% 75.9% 352
FSC
1525
Full Sail Capital
Oklahoma
$1.15B -$19.6M -2% 3.88% 38.2% 155