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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BFPW
1526
BOK Financial Private Wealth
Colorado
$1.38B +$33.4M +2% 1.96% 54.8% 488
CP
1527
Cumberland Partners
Ontario, Canada
$1.38B -$424K -0% 3.58% 89.3% 211
GIM
1528
Generate Investment Management
New Zealand
$1.37B +$100M +8% 4.94% 94
KPM
1529
Kinetic Partners Management
Florida
$1.37B -$58.8M -4% 3.87% 30
AG
1530
Avala Global
New York
$1.37B +$4.9M +0.4% 10.8% 30
AFI
1531
American Family Investments
Wisconsin
$1.37B 0.72% 10
MFS
1532
Mirabella Financial Services
United Kingdom
$1.37B -$199K -0% 1.81% 90.3% 745
GACM
1533
Global Alpha Capital Management
Quebec, Canada
$1.37B +$26.7M +2% 1.03% 47% 59
PCM
1534
Parsifal Capital Management
Connecticut
$1.37B -$77.2M -5% 6.79% 130% 24
AP
1535
Adero Partners
California
$1.37B +$50M +4% 0.74% 27.7% 228
SC
1536
SouthState Corp
Florida
$1.37B +$85.8M +7% 3.29% 72% 777
GWM
1537
Greenwich Wealth Management
Connecticut
$1.37B +$114M +9% 9.63% 216% 253
OC
1538
Oakworth Capital
Alabama
$1.37B +$40.2M +3% 2.15% 49.6% 735
CCM
1539
Check Capital Management
California
$1.37B +$3.15M +0.2% 0.05% 28% 49
SCM
1540
Spyglass Capital Management
California
$1.37B -$135M -9% 7.36% 191% 28
NSIM
1541
North Star Investment Management
Illinois
$1.36B -$38.3M -3% 1.37% 59.9% 1,259
SC
1542
Shellback Capital
Massachusetts
$1.36B -$125M -8% 1.28% 231% 158
GIA
1543
Guyasuta Investment Advisors
Pennsylvania
$1.36B -$19.3M -1% 0.22% 62.5% 245
EAM
1544
Evanson Asset Management
California
$1.36B +$16.2M +1% 2.96% 59.2% 315
CL
1545
CSS LLC
Illinois
$1.36B +$125M +10% 0.96% 40.1% 847
HCMG
1546
Howard Capital Management Group
California
$1.36B +$58.5M +5% 7.92% 104% 129
MWM
1547
Modern Wealth Management
Kansas
$1.36B +$279M +26% 2.47% 415
SWM
1548
Segment Wealth Management
Texas
$1.36B +$39.4M +3% 3.34% 90.2% 265
KF
1549
Krilogy Financial
Missouri
$1.36B +$52.3M +4% 2.3% 49.2% 234
FBB
1550
Fulton Breakefield Broenniman
Maryland
$1.35B +$55.4M +4% 3.24% 54.1% 193