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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MFG
1601
Magnus Financial Group
New York
$859M -$42.6M -5% 9.61% 57.4% 710
SBWIC
1602
Schaper Benz & Wise Investment Counsel
Wisconsin
$859M +$53.2M +7% 8.1% 69.5% 111
AUB
1603
Atlantic Union Bankshares
Virginia
$859M +$56.3M +7% 8.36% 67.9% 273
VWM
1604
Venturi Wealth Management
Texas
$859M +$121M +16% 8.53% 66.1% 300
LMGAM
1605
Liberty Mutual Group Asset Management
Massachusetts
$855M +$154M +22% 8.27% 19.9% 13
HT
1606
HAP Trading
New York
$855M -$4.53M -0.5% 6.18% 33.6% 1,209
PWP
1607
Private Wealth Partners
California
$855M +$125M +17% 12.6% 94% 110
KM
1608
Kora Management
New York
$854M +$166M +24% 37.3% 384% 8
ECM
1609
Ensemble Capital Management
California
$851M +$81.6M +11% 9.83% 36.2% 31
BIC
1610
Beach Investment Counsel
Pennsylvania
$849M +$102M +14% 8% 36% 148
SCM
1611
Sarissa Capital Management
Connecticut
$849M -$49.5M -6% 2.7% 7.91% 12
FM
1612
Foster & Motley
Ohio
$849M +$49.4M +6% 6% 49.7% 277
NSIM
1613
North Star Investment Management
Illinois
$848M +$81.3M +11% 11.2% 59.9% 1,059
BRWM
1614
B. Riley Wealth Management
Tennessee
$847M -$64M -7% 8.33% 49.6% 553
SG
1615
SCHF (GPE)
Wyoming
$847M +$579M +216% 5.55% 15
SCM
1616
Shenkman Capital Management
New York
$846M +$147M +21% 0.01% 9.34% 104
TNB
1617
TCF National Bank
South Dakota
$844M -$36.9M -4% 7.61% 396
LDB
1618
Lee, Danner & Bass
Tennessee
$844M +$60.2M +8% 14.4% 188
CPIG
1619
Chicago Partners Investment Group
Illinois
$844M +$44.3M +6% 5.22% 59% 429
GPCM
1620
Greenbrier Partners Capital Management
Texas
$843M +$115M +16% 16.4% 125% 15
ACM
1621
Ashford Capital Management
Delaware
$841M +$69.2M +9% 11.9% 111% 104
AMI
1622
Amica Mutual Insurance
Rhode Island
$839M +$17.9M +2% 10% 74.9% 192
PIMG
1623
Patriot Investment Management Group
Tennessee
$838M +$47.1M +6% 6.49% 38.2% 716
AC
1624
Alexandria Capital
Virginia
$838M +$67.4M +9% 8.58% 66.9% 246
BWM
1625
Baystate Wealth Management
Massachusetts
$837M -$17.1M -2% 6.38% 14.6% 780