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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MC
1701
Montag & Caldwell
Georgia
$1.08B -$23.9M -2% 1.15% 91.3% 71
LDB
1702
Lee, Danner & Bass
Tennessee
$1.08B -$19.6M -2% 0.8% 211
KCM
1703
Kanawha Capital Management
Virginia
$1.08B -$9.51M -0.9% 0.06% 54.2% 204
HCMG
1704
Howard Capital Management Group
California
$1.08B +$17.6M +2% 0.7% 104% 112
AC
1705
Alexandria Capital
Virginia
$1.08B +$1.59M +0.1% 0.02% 66.9% 268
DWT
1706
Dorsey & Whitney Trust
South Dakota
$1.08B +$29.4M +3% 1.02% 70.3% 559
WCM
1707
Windward Capital Management
California
$1.08B +$2.95M +0.3% 1.41% 65.7% 82
JIR
1708
James Investment Research
Ohio
$1.08B -$90.9M -8% 0.05% 82.5% 547
PWP
1709
Private Wealth Partners
California
$1.08B -$4.66M -0.4% 2.07% 94% 83
MP
1710
Mangrove Partners
Connecticut
$1.07B +$161M +18% 2.09% 157% 459
IVMX
1711
Institutional Venture Management XV
California
$1.07B +$357M +50% 0.95% 182% 8
ECA
1712
Encompass Capital Advisors
New York
$1.07B -$20M -2% 8.14% 100% 66
KA
1713
Klingman & Associates
New York
$1.07B +$27.8M +3% 1.11% 45.3% 176
BHWM
1714
Bar Harbor Wealth Management
New Hampshire
$1.07B -$6.64M -0.6% 0.19% 58.2% 254
FWP
1715
FAS Wealth Partners
Kansas
$1.07B +$2.11M +0.2% 1.04% 54.7% 404
OCM
1716
Opti Capital Management
New York
$1.07B +$133M +14% 0% 0.33% 45
HP
1717
Harbourvest Partners
Massachusetts
$1.06B +$18.5M +2% 5.32% 154% 67
MCM
1718
McKinley Capital Management
Alaska
$1.06B -$366M -26% 4.13% 63.3% 189
AUB
1719
Atlantic Union Bankshares
Virginia
$1.06B +$27.2M +3% 0.3% 67.9% 270
NM
1720
NWI Management
New York
$1.06B -$263M -20% 2.17% 53.5% 53
YL
1721
YCG LLC
Texas
$1.06B +$27.3M +3% 3.02% 77.9% 45
FWM
1722
FFT Wealth Management
Pennsylvania
$1.06B +$612M +137% 1.33% 56.3% 267
BIC
1723
Beach Investment Counsel
Pennsylvania
$1.06B -$61.4M -5% 0.98% 36% 179
RCAG
1724
Rehmann Capital Advisory Group
Michigan
$1.06B +$20.9M +2% 0.39% 52.7% 578
PHAM
1725
Pacific Heights Asset Management
California
$1.05B -$37.7M -3% 1.11% 164% 81