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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LI
1951
LRI Investments
Florida
$1.03B -$3.24M -0.3% 5.44% 1,264
CCA
1952
Clearwater Capital Advisors
Illinois
$1.03B +$12.7M +1% 0.48% 32.9% 178
CPA
1953
Cardiff Park Advisors
California
$1.03B -$14.9M -1% 1.74% 86.6% 352
JMFC
1954
J.M. Forbes & Co
Massachusetts
$1.03B -$6.47M -0.6% 0.95% 89.1% 146
MFG
1955
Magnus Financial Group
New York
$1.03B -$3.1M -0.3% 1.63% 57.4% 389
HHAA
1956
Henry H. Armstrong Associates
Pennsylvania
$1.03B +$31.3M +3% 5.42% 74.8% 60
FFBTD
1957
First Financial Bank - Trust Division
Ohio
$1.03B -$40.3M -4% 0.05% 47.7% 215
SC
1958
Shellback Capital
Massachusetts
$1.03B -$420M -29% 6.18% 231% 143
UIC
1959
Uniplan Investment Counsel
Wisconsin
$1.03B -$48.2M -4% 2.09% 31.7% 188
HIA
1960
Harbor Investment Advisory
Maryland
$1.03B -$41.4M -4% 3.76% 75.5% 1,199
ET
1961
Entropy Technologies
New York
$1.03B +$56.2M +6% 3.15% 1,041
GC
1962
Greenvale Capital
United Kingdom
$1.03B -$195M -16% 9.6% 56.7% 19
WCWM
1963
Willow Creek Wealth Management
California
$1.03B +$46M +5% 0.27% 24.6% 161
PCM
1964
Penn Capital Management
Pennsylvania
$1.03B +$6.84M +0.7% 7.39% 105% 194
NWM
1965
Nicola Wealth Management
British Columbia, Canada
$1.03B -$30.7M -3% 3.65% 51.9% 124
CHP
1966
Cable Hill Partners
Oregon
$1.02B +$32.3M +3% 2.35% 20.3% 253
SAW
1967
Signal Advisors Wealth
Michigan
$1.02B +$139M +16% 1.16% 470
CA
1968
CGN Advisors
Kansas
$1.02B -$7.23M -0.7% 0.17% 35.7% 298
PL
1969
Parkwood LLC
Ohio
$1.02B +$209M +26% 0.01% 82.8% 100
RC
1970
Rivulet Capital
New Jersey
$1.02B +$55.2M +6% 3.8% 47.3% 15
BOPW
1971
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$3.93M -0.4% 0.26% 43.5% 234
GGI
1972
Godsey & Gibb Inc
Virginia
$1.02B +$16M +2% 2.03% 56.2% 410
FA
1973
Fiduciary Alliance
South Carolina
$1.02B +$28.3M +3% 0.97% 406
FBFS
1974
First Business Financial Services
Wisconsin
$1.02B +$5.53M +0.5% 2.22% 56.9% 177
WIM
1975
WealthPlan Investment Management
Nebraska
$1.02B +$3.4M +0.3% 0.76% 46.3% 284