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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TTWM
1876
TCV Trust & Wealth Management
Virginia
$938M -$65.2M -7% 4.95% 55.3% 232
NCM
1877
Novare Capital Management
North Carolina
$938M -$48.3M -5% 4.32% 69.1% 186
MMC
1878
Mizuho Markets Cayman
Cayman Islands
$937M -$48.5M -5% 9.41% 69.1% 66
MC
1879
Middleton & Co
Massachusetts
$937M -$89.5M -9% 6.81% 72.8% 168
BWA
1880
BDO Wealth Advisors
Florida
$937M -$8.34M -0.9% 4.28% 38.3% 1,172
HCM
1881
Hilton Capital Management
New York
$935M -$152M -14% 3.12% 42.8% 148
BWM
1882
BerganKDV Wealth Management
Minnesota
$935M -$22.5M -2% 4.34% 27.9% 1,137
WA
1883
WFM Asia
British Virgin Islands
$935M -$195M -17% 30% 72% 10
HCS
1884
Himension Capital (Singapore)
Singapore
$934M -$373M -29% 29.3% 239% 16
DA
1885
Duality Advisers
Florida
$932M +$8.16M +0.9% 7.72% 18.3% 879
EC
1886
EJF Capital
Virginia
$931M -$192M -17% 1.88% 62.8% 313
MOS
1887
MGO One Seven
Ohio
$930M -$33.7M -3% 3.56% 73.4% 737
FTCM
1888
First Trust Capital Management
Illinois
$930M +$360M +63% 5.93% 131% 320
SAM
1889
SP Asset Management
California
$929M -$70.8M -7% 8.82% 111% 128
ACM
1890
Ashford Capital Management
Delaware
$928M -$74.3M -7% 7.49% 111% 115
TCM
1891
Twin Capital Management
Pennsylvania
$928M -$70.9M -7% 2.7% 105% 303
ICP
1892
Ironvine Capital Partners
Nebraska
$927M -$47.4M -5% 7.18% 63.7% 56
SAM
1893
Southernsun Asset Management
Tennessee
$927M -$73.1M -7% 1.25% 44.7% 35
SCA
1894
Stonebridge Capital Advisors
Minnesota
$926M +$20.2M +2% 1.22% 63.1% 1,147
QIM
1895
Quantitative Investment Management
Virginia
$925M +$213M +30% 1.64% 38.9% 355
MFW
1896
Meristem Family Wealth
Minnesota
$925M -$242M -21% 4.06% 67.7% 399
MTC
1897
McDaniel Terry & Co
Texas
$925M -$73.2M -7% 6.55% 69.9% 112
PBCM
1898
Point Break Capital Management
Florida
$924M -$154M -14% 14.9% 43.6% 31
PC
1899
Pelham Capital
United Kingdom
$923M -$841M -48% 22.5% 198% 14
BFIM
1900
Beese Fulmer Investment Management
Ohio
$923M -$38.7M -4% 1.52% 79.7% 252