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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
G
1601
GenTrust
Florida
$1.19B +$120M +11% 5.41% 41.7% 145
LPT
1602
Legacy Private Trust
Wisconsin
$1.19B +$77.3M +7% 5.88% 56.8% 224
TI
1603
Trexquant Investment
Connecticut
$1.19B +$94.9M +9% 4.66% 84% 1,681
CRCM
1604
Cat Rock Capital Management
Connecticut
$1.18B +$109M +10% 19.6% 138% 9
AIM
1605
Avity Investment Management
Connecticut
$1.18B +$80.7M +7% 7.52% 82.9% 88
FSA
1606
Franklin Street Advisors
North Carolina
$1.18B +$106M +10% 10.8% 112% 162
MJRIC
1607
Mogy Joel R Investment Counsel
California
$1.18B +$142M +14% 12.4% 125% 114
VWM
1608
Valley Wealth Managers
New Jersey
$1.18B +$69.4M +6% 6.14% 69.4% 208
BCA
1609
Bernzott Capital Advisors
California
$1.18B +$38.1M +3% 0.87% 32.3% 53
ECM
1610
Ensemble Capital Management
California
$1.18B +$133M +13% 7.11% 36.2% 31
AP
1611
Appleton Partners
Massachusetts
$1.17B +$98.4M +9% 8.33% 70.9% 292
PCM
1612
Parsifal Capital Management
Connecticut
$1.17B +$45.8M +4% 6.47% 130% 19
YIA
1613
YHB Investment Advisors
Connecticut
$1.17B +$18.7M +2% 7.88% 76.9% 307
MIA
1614
MainStreet Investment Advisors
Illinois
$1.17B -$26.5M -2% 6.23% 48.1% 187
GWM
1615
Greenwich Wealth Management
Connecticut
$1.17B -$80.4M -6% 2.35% 216% 234
LAMC
1616
Lubert-Adler Management Company
Pennsylvania
$1.17B +$85.3M +8% 3.31% 40.5% 2
B
1617
Brightworth
Georgia
$1.17B +$85.4M +8% 7.01% 21.7% 104
TIA
1618
Tandem Investment Advisors
South Carolina
$1.17B +$126M +12% 7.15% 40.3% 76
FBB
1619
Fulton Breakefield Broenniman
Maryland
$1.17B +$86.9M +8% 6.85% 54.1% 192
FLII
1620
First Long Island Investors
New York
$1.17B +$42.4M +4% 7.69% 78.3% 67
JIR
1621
James Investment Research
Ohio
$1.17B +$67.3M +6% 7.07% 82.5% 533
LGM
1622
Logos Global Management
California
$1.17B +$141M +14% 5.77% 432% 71
MWM
1623
Merriman Wealth Management
Washington
$1.17B +$291M +33% 5.6% 18.3% 223
CIM
1624
Corda Investment Management
Texas
$1.17B +$62M +6% 5.17% 32.3% 67
SFM
1625
Stack Financial Management
Montana
$1.16B -$20M -2% 5.74% 54.1% 52