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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MIM
2051
Morningstar Investment Management
Illinois
$922M +$51.9M +6% 6.53% 44.6% 208
HP
2052
Harvey Partners
New York
$922M +$65.2M +8% 10.4% 117% 46
QCMNJ
2053
Quantum Capital Management (New Jersey)
New Jersey
$919M +$69.3M +8% 10.3% 89.5% 33
FG
2054
Fiduciary Group
Georgia
$918M +$64.3M +8% 7.44% 57.5% 271
ACP
2055
Aveo Capital Partners
Colorado
$917M +$88.4M +11% 5.93% 19.1% 398
FFM
2056
Fairmount Funds Management
Pennsylvania
$917M -$29.1M -3% 50.8% 1,169% 18
FTF
2057
Freedom Together Foundation
New York
$916M -$16.6M -2% 5.88% 26
HCM
2058
Howard Capital Management
Georgia
$915M +$106M +13% 10.3% 75.1% 86
SAM
2059
Sawgrass Asset Management
Florida
$914M +$26.9M +3% 8.65% 77.6% 210
KL
2060
KWMG LLC
Kansas
$914M +$60.1M +7% 6.83% 43.5% 138
TCM
2061
Tensile Capital Management
California
$914M +$58.5M +7% 13% 107% 19
ICP
2062
Ironvine Capital Partners
Nebraska
$912M +$78.1M +9% 7.37% 63.7% 45
SFG
2063
SNS Financial Group
Minnesota
$911M +$67.5M +8% 5.73% 41.8% 195
SWP
2064
Strategic Wealth Partners
Ohio
$911M +$100M +12% 7.13% 311
TCBWMS
2065
Texas Capital Bank Wealth Management Services
Texas
$910M +$64.4M +8% 11.5% 74% 229
CCP
2066
Clough Capital Partners
Massachusetts
$910M +$5.58M +0.6% 13.1% 131% 205
P3I
2067
Progeny 3 Inc
Washington
$909M +$102M +13% 6.81% 88.2% 27
PCP
2068
Proficio Capital Partners
Massachusetts
$908M +$99.5M +12% 10.9% 81.3% 346
CM
2069
Caption Management
Oklahoma
$908M -$11.7M -1% 1.45% 12.2% 1,012
KCMH
2070
Kontiki Capital Management (HK)
Hong Kong
$907M +$59.8M +7% 25.8% 246% 8
SWPG
2071
Strategic Wealth Partners Group
Illinois
$906M +$113M +14% 7.73% 70
CM
2072
Conifer Management
New York
$906M -$124M -12% 6.1% 156% 7
JAFL
2073
Jay A. Fishman Ltd
Michigan
$905M +$31.3M +4% 8.37% 102% 97
OFS
2074
OneAscent Financial Services
Alabama
$905M +$99.1M +12% 6.63% 43.2% 405
VCP
2075
Verus Capital Partners
Arizona
$904M +$86.5M +11% 10.7% 90.1% 361