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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ZB
1726
Zions Bancorporation
Utah
$683M +$63.8M +10% 1.35% 22.9% 998
JCM
1727
JS Capital Management
New York
$683M +$208M +44% 1.91% 7.61% 92
CCA
1728
Conservest Capital Advisors
Pennsylvania
$682M +$14.9M +2% 2.3% 45.7% 82
TW
1729
Transform Wealth
Colorado
$680M +$142M +26% 4% 48.3% 241
K
1730
Kemper
Illinois
$679M +$17.8M +3% 3.6% 28.6% 49
CISOA
1731
Capital Investment Services of America
Wisconsin
$679M +$54.6M +9% 6.34% 91% 68
BWP
1732
Baldwin Wealth Partners
Massachusetts
$679M +$7.22M +1% 6.03% 75% 539
AWS
1733
AJ Wealth Strategies
New York
$678M +$73.7M +12% 2.63% 32.2% 118
FWM
1734
Frontier Wealth Management
Missouri
$678M -$60.3M -8% 4.2% 42.9% 379
GIM
1735
Grassi Investment Management
California
$678M +$2.6M +0.4% 3.5% 170% 144
SCM
1736
Sandler Capital Management
New York
$677M -$10.1M -1% 5.14% 140% 175
CCP
1737
Cryder Capital Partners
United Kingdom
$676M +$25.7M +4% 3.56% 95.8% 9
ECA
1738
Endeavour Capital Advisors
Connecticut
$676M +$106M +19% 5.4% 24.3% 57
FFN
1739
Focus Financial Network
Minnesota
$675M +$51.6M +8% 2.84% 81.7% 380
SFG
1740
Sage Financial Group
Pennsylvania
$675M +$29.1M +5% 2.85% 51.5% 78
PIM
1741
Provident Investment Management
Michigan
$675M +$65.7M +11% 7.04% 83.7% 60
BAWC
1742
Black-and-white Capital
California
$674M +$242M +56% 3.89% 124% 54
PCMF
1743
Private Capital Management (Florida)
Florida
$673M +$13.6M +2% 3.03% 117% 47
LSGA
1744
Lone Star Global Acquisitions
Bermuda
$672M +$234M +53% 59.7% 380% 2
WA
1745
Waverly Advisors
Alabama
$671M +$25.4M +4% 2.97% 51.1% 132
VDBMI
1746
Van Den Berg Management I
Texas
$671M -$56.4M -8% 2.55% 112% 67
MCM
1747
Murphy Capital Management
New Jersey
$670M +$14.4M +2% 3.78% 41.6% 256
BIM
1748
Barton Investment Management
Pennsylvania
$669M +$69.9M +12% 13% 218% 40
FNFDCM
1749
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$669M +$372K +0.1% 0.1% 43.1% 170
DA
1750
Denali Advisors
California
$669M +$44M +7% 3.11% 77.9% 337