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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RC
1626
Roundview Capital
New Jersey
$1.38B +$111M +9% 6.36% 68.1% 346
PCM
1627
Portolan Capital Management
Massachusetts
$1.38B +$165M +14% 20.9% 518% 153
KCM
1628
Kanawha Capital Management
Virginia
$1.38B +$101M +8% 8.73% 54.2% 237
PTC
1629
Philadelphia Trust Company
Pennsylvania
$1.38B +$91.1M +7% 6.87% 126% 258
NFG
1630
Nations Financial Group
Iowa
$1.38B +$153M +13% 7.09% 80% 698
AHC
1631
Adell Harriman & Carpenter
Texas
$1.38B +$80.2M +6% 6.73% 126% 162
XT
1632
XTX Topco
Cayman Islands
$1.37B +$207M +18% 8.54% 47.5% 2,764
ZB
1633
Zions Bancorporation
Utah
$1.37B +$124M +10% 8.12% 22.9% 941
KI
1634
Keystone Investors
Singapore
$1.37B +$181M +15% 12.4% – 88
CWS
1635
Confluence Wealth Services
Pennsylvania
$1.37B +$113M +9% 7.08% 62.1% 379
R
1636
Rebalance
California
$1.36B +$122M +10% 6.94% – 95
HVCM
1637
HG Vora Capital Management
New York
$1.36B -$175M -11% 7.9% 35.8% 12
AF
1638
Alerus Financial
North Dakota
$1.36B +$24.6M +2% 7.23% 74.6% 164
FBIL
1639
First Beijing Investment Ltd
Hong Kong
$1.36B +$438M +47% 19.8% – 13
PIMG
1640
Patriot Investment Management Group
Tennessee
$1.36B +$83M +6% 6.47% 38.2% 244
RCA
1641
Resonant Capital Advisors
Wisconsin
$1.36B +$129M +10% 5.3% 39.1% 367
AP
1642
Appleton Partners
Massachusetts
$1.36B +$61M +5% 6.38% 70.9% 262
SW
1643
SoFi Wealth
California
$1.36B +$166M +14% 5.43% 48.7% 11
NRS
1644
Neville Rodie & Shaw
New York
$1.36B +$40.7M +3% 6.89% 74.7% 253
SIM
1645
SSI Investment Management
California
$1.36B +$56.5M +4% 1.34% 10.8% 292
SIA
1646
Schechter Investment Advisors
Michigan
$1.36B +$29.9M +2% 4.98% 36.1% 726
NIM
1647
NXG Investment Management
Texas
$1.36B +$98M +8% 7.22% 92.1% 73
RC
1648
Rivulet Capital
New Jersey
$1.35B -$90M -6% 10.5% 47.3% 15
PWAM
1649
Park West Asset Management
California
$1.35B +$74.7M +6% 10.7% 104% 45
AT
1650
Avalon Trust
New Mexico
$1.35B +$89M +7% 7.08% – 330
64 65
66
67 68