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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
1CP
1901
1607 Capital Partners
Virginia
$1.09B -$23M -2% 5.38% 18.2% 147
CCFCSB
1902
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B +$59M +6% 6.13% 20.2% 199
FFBTD
1903
First Financial Bank - Trust Division
Ohio
$1.09B +$76.6M +8% 7.35% 47.7% 212
KA
1904
Kintegral Advisory
New York
$1.09B +$47.3M +5% 7.26% 105% 238
NIP
1905
Nicholas Investment Partners
California
$1.09B +$126M +13% 11.9% 286% 259
SL
1906
Sonnipe Ltd
Isle Of Man
$1.09B +$134M +14% 15.2% 3
PCM
1907
Penn Capital Management
Pennsylvania
$1.09B +$35.4M +3% 10.1% 105% 166
MSFS
1908
Main Street Financial Solutions
Pennsylvania
$1.09B +$28.1M +3% 7.31% 64.6% 561
FFW
1909
Fusion Family Wealth
New York
$1.09B +$104M +11% 6.62% 44.2% 43
VCP
1910
Verus Capital Partners
Arizona
$1.09B +$55.6M +5% 5.06% 90.1% 420
FFS
1911
Founders Financial Securities
Maryland
$1.08B +$26.5M +3% 6.12% 52.4% 477
RI
1912
RWWM Inc
California
$1.08B +$162M +18% 18.3% 41.7% 21
AF
1913
Arrow Financial
New York
$1.08B +$56.4M +5% 5.89% 52.9% 350
HFM
1914
Hartford Funds Management
Pennsylvania
$1.08B +$13.5M +1% 5.36% 18% 99
AVLSA
1915
Atlas Venture Life Science Advisors
Massachusetts
$1.08B +$129M +14% 28.1% 287% 15
MAP
1916
Madison Avenue Partners
New York
$1.08B +$287M +36% 17.7% 137% 27
XF
1917
XML Financial
Maryland
$1.08B +$83.8M +8% 6.54% 45.3% 359
RW
1918
RVW Wealth
California
$1.08B +$74.6M +7% 5.45% 48.1% 161
MW
1919
Marcum Wealth
Ohio
$1.08B +$78.8M +8% 6.97% 20% 437
NGA
1920
Naples Global Advisors
Florida
$1.08B +$79M +8% 7.66% 57% 411
UAS
1921
United Asset Strategies
New York
$1.07B +$60.5M +6% 5.88% 89.4% 245
CC
1922
Cornerstone Capital
California
$1.07B +$79.4M +8% 7.91% 76.4% 104
FP
1923
FPR Partners
California
$1.07B +$81.4M +8% 38.3% 34% 16
COCM
1924
Charter Oak Capital Management
New Hampshire
$1.07B +$112M +12% 5.71% 40.1% 191
PP
1925
Pegasus Partners
Wisconsin
$1.07B +$76.3M +8% 6.15% 32.6% 178