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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWM
2051
Dakota Wealth Management
Florida
$442M -$3.37M -0.8% 10.7% 81.7% 301
SI
2052
Salesforce Inc
California
$441M -$63.4M -13% 12.9% 55.4% 6
RWM
2053
Ritholtz Wealth Management
New York
$441M +$46.4M +12% 5.83% 75.7% 136
JFA
2054
JNBA Financial Advisors
Minnesota
$441M +$218M +98% 9.77% 46.1% 803
SHCM
2055
Stokes & Hubbell Capital Management
Louisiana
$441M -$41.2M -9% 11.4% 31.2% 131
JA
2056
JOYN Advisors
Georgia
$441M -$91.8M -17% 13.8% 0.77% 1,985
SM
2057
Sunriver Management
Connecticut
$440M -$44.4M -9% 17.9% 23% 22
KFA
2058
Kays Financial Advisory
Georgia
$439M -$29.4M -6% 9.92% 23.2% 104
OC
2059
Oakworth Capital
Alabama
$439M -$61.2M -12% 13% 49.6% 635
CM
2060
Columbus Macro
Pennsylvania
$438M +$34.8M +9% 8.26% 35.4% 152
MCM
2061
Marcato Capital Management
California
$438M -$438M -50% 23.2% 130% 25
IRF
2062
IBM Retirement Fund
New York
$438M +$1.2M +0.3% 14% 54.5% 454
EAM
2063
Evanson Asset Management
California
$438M -$54.3M -11% 11.8% 59.2% 247
FWP
2064
FAS Wealth Partners
Kansas
$437M -$2.43M -0.6% 12.2% 54.7% 196
CCG
2065
Cypress Capital Group
Florida
$436M -$91.4M -17% 9.78% 72.1% 243
PL
2066
Parkwood LLC
Ohio
$436M -$154M -26% 13.7% 82.8% 92
RCM
2067
Riverpark Capital Management
New York
$436M -$81.9M -16% 15.4% 141% 62
TCM
2068
Tang Capital Management
California
$436M -$177M -29% 28% 291% 8
KFS
2069
Kurt F. Somerville
$436M -$64.1M -13% 9.8% 68.8% 111
VI
2070
Versor Investments
New York
$436M +$168M +63% 2.7% 141% 363
CIP
2071
Convergence Investment Partners
Florida
$435M -$55.3M -11% 12.6% 151% 409
B
2072
Brightworth
Georgia
$435M -$15.7M -3% 12.6% 21.7% 102
CHAM
2073
Clear Harbor Asset Management
Connecticut
$434M -$61.3M -12% 14.2% 72% 280
CG
2074
Caprock Group
Idaho
$434M -$57.3M -12% 13.1% 46.1% 438
HHGA
2075
Halbert Hargrove Global Advisors
California
$434M +$49.2M +13% 2.9% 48.9% 83
81 82
83
84 85