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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HP
2051
Harvey Partners
New York
$857M +$77.7M +10% 14% 117% 48
PP
2052
Pegasus Partners
Wisconsin
$856M +$145M +20% 11.4% 32.6% 151
TCM
2053
Tensile Capital Management
California
$855M +$59.9M +8% 18.3% 107% 19
NIP
2054
Nicholas Investment Partners
California
$855M -$484M -36% 17.3% 286% 223
PWMAG
2055
Pinnacle Wealth Management Advisory Group
New Jersey
$854M +$82.4M +11% 10.6% 62.4% 360
KL
2056
KWMG LLC
Kansas
$854M +$58.8M +7% 9.81% 43.5% 144
FG
2057
Fiduciary Group
Georgia
$854M +$70.2M +9% 9.95% 57.5% 263
GCM
2058
Gladstone Capital Management
United Kingdom
$853M -$126M -13% 18.8% 247% 18
PIM
2059
Penobscot Investment Management
Massachusetts
$853M +$117M +16% 11.7% 84.3% 300
SC
2060
Sasco Capital
Connecticut
$852M +$77M +10% 7.25% 15.5% 60
TIA
2061
Traphagen Investment Advisors
New Jersey
$852M +$63.2M +8% 8.21% 44% 182
PTC
2062
Private Trust Company
Ohio
$851M +$93.3M +12% 10.3% 61.8% 2,477
QCMNJ
2063
Quantum Capital Management (New Jersey)
New Jersey
$850M +$94.8M +13% 12% 89.5% 32
MIA
2064
MMBG Investment Advisors
Florida
$850M +$56.3M +7% 11.6% 109% 162
TCMX
2065
Technology Crossover Management X
California
$849M +$132M +18% 20.1% 266% 6
IEFM
2066
IQ EQ Fund Management
Ireland
$849M +$362M +74% 12.2% 74% 323
SMC
2067
Smith, Moore & Co
Missouri
$849M +$91.6M +12% 10.2% 51.1% 427
HB
2068
HTLF Bank
Colorado
$848M 10.4% 240
KCMH
2069
Kontiki Capital Management (HK)
Hong Kong
$847M -$68.5M -7% 3.85% 246% 8
MB
2070
Mizuho Bank
Japan
$847M -$185M -18% 11.4% 81.9% 10
LNWTC
2071
Laird Norton Wetherby Trust Company
Washington
$846M +$68.5M +9% 12.9% 71.4% 155
TCBWMS
2072
Texas Capital Bank Wealth Management Services
Texas
$846M +$54M +7% 10.7% 74% 231
SIM
2073
Stratos Investment Management
Ohio
$845M +$176M +26% 9.47% 49% 191
NC
2074
Northcape Capital
Australia
$845M +$184M +28% 16.8% 32
HCM
2075
Hengehold Capital Management
Ohio
$844M +$78M +10% 8.96% 38.9% 182