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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCFCSB
1901
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12B +$32.3M +3% 1.92% 20.2% 189
RWM
1902
RKL Wealth Management
Pennsylvania
$1.12B +$18.5M +2% 0.05% 53% 182
DAM
1903
Delta Asset Management
Tennessee
$1.12B -$42.9M -4% 0.1% 60.1% 628
GGS
1904
Galvin Gaustad & Stein
Arizona
$1.12B -$5.37M -0.5% 0.41% 40.7% 199
LWL
1905
Leo Wealth LLC
Texas
$1.12B +$21.6M +2% 2.64% – 391
LWM
1906
Lyell Wealth Management
California
$1.12B +$15.8M +1% 4.25% 124% 211
CIAS
1907
CFS Investment Advisory Services
New Jersey
$1.12B -$74.8M -6% 1.02% 42.1% 312
QF
1908
QVT Financial
New York
$1.11B -$47.4M -4% 1.8% 158% 39
KCM
1909
Kathmere Capital Management
Pennsylvania
$1.11B +$48.3M +5% 1.11% 41.5% 432
VCP
1910
Verus Capital Partners
Arizona
$1.11B +$27.3M +3% 3.14% 90.1% 424
YDMI
1911
Y.D. More Investments
Israel
$1.11B +$157M +16% 11.1% – 482
CWM
1912
Campbell Wealth Management
Virginia
$1.11B -$11.4M -1% 0.51% 11.2% 102
BCM
1913
Bares Capital Management
Texas
$1.11B +$12.3M +1% 13.4% 107% 22
SC
1914
Syon Capital
California
$1.11B -$19.5M -2% 0.49% – 604
AIP
1915
ARS Investment Partners
New York
$1.11B -$5.82M -0.5% 2.01% 122% 191
GC
1916
Gillson Capital
Illinois
$1.11B +$9.58M +0.9% 1.81% 88.3% 91
PD
1917
Point72 (DIFC)
United Arab Emirates
$1.11B -$182M -14% 1.33% – 1,565
FFS
1918
Founders Financial Securities
Maryland
$1.11B +$25M +2% 0.52% 52.4% 468
LC
1919
Lindbrook Capital
California
$1.11B -$20.5M -2% 2.76% 35.8% 2,969
SDJVC
1920
St. Denis J. Villere & Co
Louisiana
$1.11B -$118M -10% 5.27% 42.5% 90
NI
1921
NYL Investors
New York
$1.11B -$479M -30% 2.82% 6.9% 37
TW
1922
TritonPoint Wealth
Maryland
$1.1B +$10.6M +1% 2.68% – 348
PIM
1923
Penobscot Investment Management
Massachusetts
$1.1B -$10.5M -0.9% 2.06% 84.3% 326
AC
1924
Avestar Capital
New York
$1.1B +$182M +20% 5.47% 72.2% 497
GWM
1925
GDS Wealth Management
Texas
$1.1B +$71.4M +7% 0.38% 45.8% 178
75 76
77
78 79