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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FPM
1926
Francisco Partners Management
California
$1.07B -$74.9M -7% 3.52% 15.7% 8
SPC
1927
Silver Point Capital
Connecticut
$1.07B -$114M -10% 8.3% 147% 17
KCM
1928
Kathmere Capital Management
Pennsylvania
$1.07B +$122M +13% 5.41% 41.5% 397
BSB
1929
Bangor Savings Bank
Maine
$1.06B +$63.3M +6% 6.16% 38.1% 557
AIM
1930
Anchor Investment Management
South Carolina
$1.06B +$87.8M +9% 6.36% 58.6% 1,096
NAS
1931
Nicolet Advisory Services
Wisconsin
$1.06B +$15.5M +1% 6.39% 51.9% 383
FTS
1932
Fifth Third Securities
Ohio
$1.06B -$25.9M -2% 5.93% 43.7% 272
GA
1933
GRS Advisors
Illinois
$1.06B +$189M +22% 15.8% 26.5% 37
WA
1934
WBH Advisory
Maryland
$1.06B +$68M +7% 6.23% 326
CIAS
1935
Capital Investment Advisory Services
North Carolina
$1.05B +$85.2M +9% 5.96% 48.2% 1,012
HCM
1936
Hengehold Capital Management
Ohio
$1.05B +$93.3M +10% 5.65% 38.9% 213
JSAM
1937
J. Safra Asset Management
New York
$1.05B +$61.3M +6% 5.53% 74% 322
CNBT
1938
Canandaigua National Bank & Trust
New York
$1.05B +$128M +14% 7.83% 348
AC
1939
Allstate Corporation
Illinois
$1.05B -$181M -15% 6.05% 31.3% 227
NPIC
1940
Neumeier Poma Investment Counsel
California
$1.05B -$42.5M -4% 11.4% 162% 44
CISOA
1941
Capital Investment Services of America
Wisconsin
$1.05B +$12.1M +1% 6.84% 91% 79
MGWM
1942
Marks Group Wealth Management
Minnesota
$1.05B +$98.1M +10% 8.67% 69.3% 307
SMC
1943
Smith, Moore & Co
Missouri
$1.05B +$77.6M +8% 6.97% 51.1% 477
PWMAG
1944
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05B +$78M +8% 6.87% 62.4% 374
CAM
1945
Cozad Asset Management
Illinois
$1.05B +$44.7M +4% 6.79% 89.3% 420
BW
1946
Browning West
California
$1.05B +$167M +19% 19.2% 190% 2
WDA
1947
Wendell David Associates
New Hampshire
$1.05B +$64.2M +7% 8.28% 59.6% 163
GGI
1948
Godsey & Gibb Inc
Virginia
$1.05B +$78.1M +8% 10.3% 56.2% 465
WTB
1949
Washington Trust Bank
Washington
$1.04B +$33.5M +3% 4.81% 72.4% 224
GC
1950
Globeflex Capital
California
$1.04B +$87.1M +9% 11.9% 110% 539