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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CB
1951
Community Bank
New York
$387M -$35.3M -8% 6.73% 50.4% 390
DG
1952
Davidson & Garrard
Virginia
$386M -$44.9M -10% 8.08% 25.2% 202
BHMP
1953
Bardin Hill Management Partners
New York
$386M -$326M -46% 4.66% 277% 85
RIA
1954
Regal Investment Advisors
Michigan
$385M +$15.5M +4% 6.9% 50.9% 1,192
ECM
1955
Evergreen Capital Management
Washington
$385M -$22.2M -5% 7.27% 53.9% 101
EFS
1956
Essex Financial Services
Connecticut
$385M -$3.44M -0.9% 6.65% 70% 349
VCM
1957
V3 Capital Management
Texas
$384M +$23M +6% 1.26% 19.4% 19
TC
1958
Telemus Capital
Michigan
$384M -$13.9M -4% 5.02% 27.9% 141
SC
1959
Seawolf Capital
New York
$383M -$62.5M -14% 8.27% 24.1% 57
BWM
1960
Baystate Wealth Management
Massachusetts
$383M +$10.6M +3% 9.03% 14.6% 63
CCM
1961
Condor Capital Management
New Jersey
$383M -$33.9M -8% 8.66% 52.6% 202
CL
1962
Choreo LLC
Illinois
$382M -$19M -5% 7.94% 58.4% 163
ACI
1963
Alpha Cubed Investments
California
$382M +$8.66M +2% 7.75% 105% 218
MC
1964
MIG Capital
California
$381M +$45.4M +14% 4.17% 92% 37
FNB
1965
First Niagara Bank
New York
$381M -$64.9M -15% 7.03% 38.1% 242
CS
1966
Central Securities
New York
$381M -$64.3M -14% 6.75% 102% 36
MCG
1967
Meru Capital Group
New York
$381M -$78.9M -17% 3.37% 53
FWSM
1968
First Wilshire Securities Management
California
$381M -$63.9M -14% 9.85% 73.8% 128
NMC
1969
Nine Masts Capital
Hong Kong
$381M +$75.4M +25% 5.27% 51.6% 91
VIM
1970
Veritas Investment Management
United Kingdom
$381M +$26.8M +8% 3.16% 69% 78
KPCM
1971
Kings Point Capital Management
New York
$380M -$32.6M -8% 9.5% 79.9% 398
PDM
1972
Penn Davis McFarland
Texas
$380M -$49.3M -11% 11.7% 63.6% 35
MG
1973
Mather Group
Illinois
$379M -$236K -0.1% 6.43% 42.3% 30
DFG
1974
Delphi Financial Group
Delaware
$379M -$49M -11% 9.2% 50.4% 21
MAM
1975
Mastrapasqua Asset Management
Tennessee
$379M -$34.3M -8% 5.22% 54.9% 160