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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CCFCSB
1826
Cape Cod Five Cents Savings Bank
Massachusetts
$1.04B +$70.2M +7% 7.94% 20.2% 194
SGAM
1827
Stephens Group Asset Management
Arkansas
$1.04B +$76.3M +8% 5.97% 40.2% 25
GCA
1828
Guardian Capital Advisors
Ontario, Canada
$1.04B +$75.8M +8% 7.75% 26.1% 177
DHFB
1829
Dixon Hubard Feinour & Brown
Virginia
$1.04B +$567M +120% 10.2% 59.8% 305
EK
1830
Evensky & Katz
Florida
$1.04B +$80.8M +8% 6.42% 46.9% 74
FM
1831
Forward Management
California
$1.04B +$101M +11% 3.76% 36.9% 37
DACG
1832
Donor Advised Charitable Giving
California
$1.04B +$479M +86% 38.1% 885% 61
MC
1833
Montag & Caldwell
Georgia
$1.04B -$47.9M -4% 14.7% 91.3% 74
OWM
1834
Orgel Wealth Management
Wisconsin
$1.04B +$156M +18% 4.52% 22.4% 68
CRCM
1835
Cat Rock Capital Management
Connecticut
$1.04B -$104M -9% 3.42% 138% 10
RPGK
1836
Retirement Planning Group (Kansas)
Kansas
$1.03B +$155M +18% 6.85% 38.9% 112
WTB
1837
Washington Trust Bank
Washington
$1.03B +$178M +21% 12.1% 72.4% 239
KA
1838
Kovack Advisors
Florida
$1.03B +$114M +12% 9.35% 93% 768
GACM
1839
Global Alpha Capital Management
Quebec, Canada
$1.03B +$132M +15% 10.2% 47% 36
HMH
1840
Hackensack Meridian Health
New Jersey
$1.03B 4.1% 41.2% 7
FIB
1841
First Interstate Bank
Montana
$1.03B +$55.3M +6% 5.32% 29.6% 114
AP
1842
Advisors Preferred
Maryland
$1.03B +$310M +43% 6.02% 98.7% 250
ATPW
1843
Ashton Thomas Private Wealth
Arizona
$1.03B +$337M +49% 9.59% 62% 465
SWA
1844
SFMG Wealth Advisors
Texas
$1.03B +$126M +14% 10.4% 62.9% 305
AAM
1845
AO Asset Management
New York
$1.03B -$332M -24% 12.1% 127% 68
JHU
1846
Johns Hopkins University
Maryland
$1.03B -$204M -17% 3.48% 15.8% 13
MC
1847
Middleton & Co
Massachusetts
$1.03B +$92.2M +10% 10.9% 72.8% 167
HT
1848
HighTower Trust
Texas
$1.03B +$213M +26% 10.9% 90.4% 231
AC
1849
Antara Capital
New York
$1.03B +$518M +102% 0.14% 17.6% 266
IA
1850
IFG Advisory
Georgia
$1.03B +$99.9M +11% 8.62% 51.1% 518