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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FCM
1926
FJ Capital Management
Virginia
$636M -$9.17M -1% 5.86% 28.4% 100
AP
1927
Archon Partners
New Jersey
$636M +$85.2M +15% 15.3% 105% 56
APC
1928
Alta Park Capital
California
$635M +$1.62M +0.3% 22.5% 433% 34
HT
1929
HighTower Trust
Texas
$635M -$21.5M -3% 2.28% 90.4% 115
ECM
1930
Engle Capital Management
Connecticut
$634M +$13.9M +2% 14.6% 309% 29
WP
1931
Wedgewood Partners
Missouri
$632M +$42.1M +7% 9.99% 101% 39
BWM
1932
BerganKDV Wealth Management
Minnesota
$632M +$48.2M +8% 5.82% 27.9% 1,048
JAFL
1933
Jay A. Fishman Ltd
Michigan
$632M +$59M +10% 13% 102% 89
CM
1934
Caption Management
Oklahoma
$631M +$141M +29% 3.04% 12.2% 801
WSCM
1935
Wellington Shields Capital Management
New York
$631M +$7.52M +1% 11.7% 55.7% 252
MCM
1936
Manchester Capital Management
Vermont
$630M -$92.3M -13% 19% 53.6% 716
QCMNJ
1937
Quantum Capital Management (New Jersey)
New Jersey
$630M +$59.8M +10% 12.7% 89.5% 36
RWM
1938
RKL Wealth Management
Pennsylvania
$628M +$44.9M +8% 7.01% 53% 121
SFG
1939
Sather Financial Group
Texas
$628M +$44.9M +8% 11.3% 78.2% 47
SLF
1940
Sun Life Financial
Ontario, Canada
$627M +$113M +22% 5.85% 47.1% 523
MHS
1941
M Holdings Securities
Oregon
$627M +$68M +12% 7.54% 55.1% 178
SM
1942
Sunriver Management
Connecticut
$626M -$7.93M -1% 12.2% 23% 24
JMFC
1943
J.M. Forbes & Co
Massachusetts
$625M +$64.4M +11% 10.2% 89.1% 105
CC
1944
Centiva Capital
New York
$625M +$183M +41% 4.88% 17.1% 811
JLBC
1945
J.L. Bainbridge & Co
Florida
$625M +$80.2M +15% 7.93% 94.7% 79
SWM
1946
SeaCrest Wealth Management
New York
$624M +$45.4M +8% 9.83% 101% 627
FC
1947
Fairpointe Capital
Illinois
$624M -$62.7M -9% 6.56% 48.1% 80
MYIA
1948
Mount Yale Investment Advisors
Colorado
$623M +$64.6M +12% 9.13% 73.5% 384
NC
1949
NewSquare Capital
Pennsylvania
$623M +$36.8M +6% 6.91% 46.4% 440
KFA
1950
Kays Financial Advisory
Georgia
$622M +$48.8M +8% 6.08% 23.2% 87