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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HA
1826
Halsey Associates
Connecticut
$445M +$12.6M +3% 2.83% 63.8% 109
RCYC
1827
Richard C. Young & Co
Rhode Island
$444M +$4.97M +1% 4.35% 53.3% 79
HR
1828
Howe & Rusling
New York
$444M +$7.9M +2% 1.84% 65.8% 1,120
CPM
1829
Crescent Park Management
California
$444M -$33.6M -7% 1.45% 123% 20
VC
1830
Vicus Capital
Pennsylvania
$443M +$49.7M +13% 1.36% 46.1% 225
AW
1831
ACG Wealth
Georgia
$443M -$4.29M -1% 1.08% 45.5% 250
MYAM
1832
Meiji Yasuda Asset Management
Japan
$442M +$395K +0.1% 1.71% 70.4% 382
GIA
1833
GHP Investment Advisors
Colorado
$442M +$27.7M +7% 2.97% 64.2% 296
GWI
1834
Grace & White Inc
New York
$441M +$10.6M +2% 4.96% 52.5% 146
Pacer Advisors
1835
Pacer Advisors
Pennsylvania
$441M +$15.1M +4% 1.55% 42.9% 893
CL
1836
Croft-Leominster
Maryland
$441M -$23.8M -5% 0.72% 37.9% 199
SAM
1837
Strategy Asset Managers
California
$440M +$315K +0.1% 1.42% 81.8% 166
KFS
1838
Kurt F. Somerville
$438M +$232K +0.1% 3.17% 68.8% 126
AGM
1839
Alpine Global Management
New York
$438M +$133M +44% 5.55% 132% 236
1IA
1840
1834 Investment Advisors
Wisconsin
$438M +$12M +3% 1.36% 46% 187
ECM
1841
Evergreen Capital Management
Washington
$436M +$18.7M +4% 1.48% 53.9% 95
BCM
1842
BTC Capital Management
Iowa
$434M +$6.4M +1% 0.13% 179
CCT
1843
Chemung Canal Trust
New York
$434M +$149K +0% 2.84% 60.5% 133
BRWA
1844
B. Riley Wealth Advisors
Florida
$432M -$61.5M -12% 2.71% 647
NM
1845
Newtyn Management
New York
$432M +$37.2M +9% 5.32% 41.3% 20
MC
1846
Middleton & Co
Massachusetts
$431M -$16.9M -4% 0.53% 72.8% 162
SFS
1847
Strategic Financial Services
New York
$430M +$49.4M +13% 2.38% 42.4% 98
BCM
1848
BTR Capital Management
California
$430M -$9.8M -2% 1.5% 35.1% 173
MSV
1849
MN Services Vermogensbeheer
Netherlands
$430M 2% 98.8% 672
PHS
1850
Pekin Hardy Strauss
Illinois
$430M -$10M -2% 6.82% 61.2% 173