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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PHAM
1626
Pacific Heights Asset Management
California
$1.06B -$43.1M -4% 5.07% 164% 75
PAI
1627
Palo Alto Investors
California
$1.06B -$181M -15% 8.18% 93.8% 30
SRC
1628
Shufro Rose & Co
New York
$1.06B -$36.9M -3% 2.83% 41.1% 319
TCM
1629
Tributary Capital Management
Nebraska
$1.06B -$59.6M -5% 2.42% 52% 170
PFM
1630
Phillips Financial Management
Indiana
$1.05B -$23.1M -2% 3.57% 31.6% 245
AWA
1631
Arkadios Wealth Advisors
Georgia
$1.05B +$194M +23% 2.61% 72.3% 748
SC
1632
SouthState Corp
Florida
$1.05B -$63.9M -6% 2.27% 72% 698
GCGM
1633
General Catalyst Group Management
Massachusetts
$1.05B -$197M -16% 9.75% 662% 11
FLAM
1634
First Light Asset Management
Minnesota
$1.05B -$223M -17% 17% 208% 82
CGL
1635
Clarius Group LLC
Washington
$1.05B -$245M -19% 3.48% 85.3% 515
PWP
1636
Private Wealth Partners
California
$1.05B -$41.7M -4% 2.24% 94% 169
FDP
1637
Financiere des Professionnels
Quebec, Canada
$1.04B 3.95% 141
RAA
1638
RWC Asset Advisors
Florida
$1.04B -$2.5M -0.2% 9.22% 173% 21
NB
1639
NBT Bank
New York
$1.04B +$342M +49% 2.78% 54.3% 322
PVI
1640
Pine Valley Investments
New Jersey
$1.04B +$70.2M +7% 2.75% 471
CP
1641
Cumberland Partners
Ontario, Canada
$1.04B -$50.3M -5% 1.97% 89.3% 194
BC
1642
Blackhill Capital
New Jersey
$1.04B +$106M +11% 13.6% 150% 52
AP
1643
Adero Partners
California
$1.04B +$23.4M +2% 2.45% 27.7% 186
HCMG
1644
Howard Capital Management Group
California
$1.04B -$37.5M -3% 3% 104% 120
FCM
1645
Fernbridge Capital Management
California
$1.04B +$26.2M +3% 1% 113% 26
SC
1646
Shellback Capital
Massachusetts
$1.03B -$98.1M -9% 3.45% 231% 109
GCM
1647
Glendon Capital Management
California
$1.03B +$7.69M +0.7% 2.42% 120% 22
KCM
1648
Kanawha Capital Management
Virginia
$1.03B -$53.8M -5% 4.17% 54.2% 210
FLII
1649
First Long Island Investors
New York
$1.03B -$8.57M -0.8% 0.92% 78.3% 61
THLTP
1650
Thomas H. Lee (THL) Partners
Massachusetts
$1.03B -$1.21B -54% 43% 37.2% 3