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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HT
1601
HighTower Trust
Texas
$810M +$19.6M +2% 4.19% 90.4% 129
LBC
1602
Lowe Brockenbrough & Co
Virginia
$807M +$61.4M +8% 8.48% 69.9% 220
GCL
1603
Glazer Capital LLC
New York
$804M -$11.5M -1% 6.83% 225% 236
DAM
1604
Delta Asset Management
Tennessee
$803M +$50.7M +7% 7.5% 60.1% 645
DWM
1605
Doyle Wealth Management
Florida
$800M +$75.5M +10% 7.05% 32.3% 217
CI
1606
CPMG Inc
Texas
$799M +$409M +105% 78.1% 1,789% 20
PHAM
1607
Pacific Heights Asset Management
California
$799M +$58.2M +8% 10.3% 164% 74
HCMNY
1608
Howard Capital Management (New York)
New York
$799M +$96M +14% 10% 76.8% 99
GCM
1609
Gladstone Capital Management
United Kingdom
$799M +$326M +69% 10.5% 247% 16
FM
1610
Foster & Motley
Ohio
$798M +$64.4M +9% 6.01% 49.7% 264
BFG
1611
Beacon Financial Group
Texas
$798M +$211M +36% 4.21% 46% 189
GCA
1612
Guardian Capital Advisors
Ontario, Canada
$798M +$49.1M +7% 4.87% 26.1% 166
KWM
1613
Kingsview Wealth Management
Oregon
$797M +$161M +25% 6.75% 59.6% 495
CA
1614
CapWealth Advisors
Tennessee
$795M +$42.9M +6% 7.63% 114% 105
JWCA
1615
J.W. Cole Advisors
Florida
$793M 6.57% 63.5% 547
PPC
1616
Park Presidio Capital
California
$792M -$28.1M -3% 8.53% 132% 18
HFM
1617
Hartford Funds Management
Pennsylvania
$791M +$0 0% 1.22% 18% 4
VCM
1618
Valiant Capital Management
California
$789M -$600M -43% 11.1% 112% 17
BAM
1619
Belpointe Asset Management
Nevada
$788M +$194M +33% 6.93% 73.9% 823
MGAI
1620
MP Global Advisers III
New York
$788M -$243M -24% 2.41% 16.5% 1
CIS
1621
Connors Investor Services
Pennsylvania
$787M +$59.1M +8% 7% 117% 154
CCP
1622
Corient Capital Partners
California
$787M +$80.9M +11% 8.38% 39.2% 498
MP
1623
Manikay Partners
New York
$787M -$128M -14% 14.2% 84.1% 35
EW
1624
Evoke Wealth
California
$787M -$26M -3% 7.94% 39.1% 1,563
WAP
1625
Wealthcare Advisory Partners
Pennsylvania
$787M +$97.5M +14% 5.69% 46.6% 1,485