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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JC
1951
Jacobs & Co
California
$869M +$3.64M +0.4% 1.92% 71.6% 128
MYIA
1952
Mount Yale Investment Advisors
Colorado
$869M +$43.7M +5% 1.22% 73.5% 490
CC
1953
Cornerstone Capital
California
$868M -$13.8M -2% 0.87% 76.4% 95
ICM
1954
Indaba Capital Management
California
$867M -$58.8M -6% 2.49% 23.4% 78
AL
1955
Arnhold LLC
New York
$867M -$15.7M -2% 2.5% 77.1% 140
AGDR
1956
AdamCapital Gestao de Recursos
Brazil
$867M -$295M -25% 1.04% 10.7% 38
PWP
1957
Principle Wealth Partners
Connecticut
$866M -$14.6M -2% 0.1% 64% 322
BCM
1958
Bluefin Capital Management
New York
$865M -$571M -40% 1.54% 676
BST
1959
Bath Savings Trust
Maine
$865M +$17.3M +2% 0.69% 59.3% 160
MFP
1960
Michael F. Price
$865M -$45.5M -5% 2.42% 41.9% 156
DWM
1961
Dakota Wealth Management
Florida
$864M +$30M +4% 1.57% 81.7% 370
MFIMFI
1962
Mesirow Financial Investment Management - Fixed Income
Illinois
$864M -$30.5M -3% 1.84% 26% 153
HHAA
1963
Henry H. Armstrong Associates
Pennsylvania
$864M -$6.87M -0.8% 0.06% 74.8% 61
CCA
1964
Clearwater Capital Advisors
Illinois
$863M +$3.77M +0.4% 1.87% 32.9% 173
SCM
1965
Sandler Capital Management
New York
$862M -$274M -24% 4.32% 140% 126
BOPW
1966
Brandywine Oak Private Wealth
Pennsylvania
$861M +$4.28M +0.5% 1.16% 43.5% 356
PAM
1967
PSquared Asset Management
Switzerland
$861M -$529M -38% 0.95% 237% 16
IVMX
1968
Institutional Venture Management XVI
California
$860M -$14.2M -2% 5.24% 486% 5
RSWM
1969
Robertson Stephens Wealth Management
California
$860M +$27.4M +3% 0.4% 81.4% 353
TCM
1970
Tensile Capital Management
California
$859M -$23.2M -3% 2.54% 107% 18
BAM
1971
Brilliance Asset Management
Hong Kong
$859M -$1.04B -55% 22.9% 37.6% 10
DCP
1972
Diameter Capital Partners
New York
$858M -$234M -21% 1.31% 48.6% 165
KPF
1973
K2 Principal Fund
Ontario, Canada
$858M -$38.4M -4% 3.63% 37.6% 470
WC
1974
Woodstock Corp
Massachusetts
$858M +$7.64M +0.9% 1.89% 97.4% 198
MTC
1975
McDaniel Terry & Co
Texas
$857M -$10.4M -1% 1.23% 69.9% 93