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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LWM
1826
Lyell Wealth Management
California
$1.27B +$196M +18% 18.6% 124% 229
PMG
1827
ProVise Management Group
Florida
$1.27B +$87.6M +7% 7.71% 54.4% 264
TFHU
1828
TLT Family Holdco ULC
$1.26B 14.4% 9
AA
1829
Armis Advisers
Georgia
$1.26B +$194M +18% 9.14% 489
APW
1830
Austin Private Wealth
Texas
$1.26B +$149M +13% 9.01% 48.9% 300
CPCM
1831
Cardinal Point Capital Management
Ontario, Canada
$1.26B +$174M +16% 8.44% 254
SSP
1832
Sixth Street Partners
Texas
$1.26B +$497M +65% 3.05% 63.4% 21
ET
1833
Entropy Technologies
New York
$1.26B +$232M +23% 10.3% 1,057
DMC
1834
Deer Management Company
New York
$1.26B +$176M +16% 33.8% 284% 9
GIM
1835
Grassi Investment Management
California
$1.26B +$176M +16% 21.8% 170% 129
CNAM
1836
Campbell Newman Asset Management
Wisconsin
$1.26B +$76.7M +7% 14.1% 86.7% 111
PD
1837
Point72 (DIFC)
United Arab Emirates
$1.25B +$216M +21% 5.32% 1,672
NIM
1838
Needham Investment Management
New York
$1.25B +$187M +18% 32% 181% 155
HCM
1839
Hilton Capital Management
New York
$1.25B +$76.4M +6% 6.53% 42.8% 182
FIM
1840
Freedom Investment Management
Connecticut
$1.25B +$61.7M +5% 10.9% 58.4% 792
FAT
1841
First American Trust
California
$1.25B +$165M +15% 10.3% 78.9% 261
TWM
1842
Tradition Wealth Management
Minnesota
$1.25B +$116M +10% 9.56% 50.7% 475
HR
1843
Hardy Reed
Mississippi
$1.25B +$114M +10% 9.84% 57.4% 257
NCM
1844
Narwhal Capital Management
Georgia
$1.25B +$123M +11% 12.4% 85.2% 172
AAIM
1845
American Assets Investment Management
California
$1.24B +$101M +9% 9.83% 316% 147
MDSL
1846
M.D. Sass LLC
New York
$1.24B +$106M +9% 12.5% 59% 40
TCMI
1847
Technology Crossover Management IX
California
$1.24B +$92.6M +8% 20.5% 168% 6
IAIM
1848
International Assets Investment Management
Florida
$1.24B +$98M +9% 12.1% 74.5% 905
WC
1849
Waterloo Capital
Texas
$1.24B +$163M +15% 9.27% 492
SIM
1850
Sprucegrove Investment Management
Ontario, Canada
$1.24B +$308M +33% 15.8% 54.8% 44