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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IG
2076
Ithaka Group
Virginia
$738M -$159M -18% 1.69% 188% 41
NAM
2077
North American Management
Massachusetts
$738M +$30.6M +4% 5.27% 62% 110
NCM
2078
Narwhal Capital Management
Georgia
$737M +$33.6M +5% 6.92% 85.2% 168
ALAM
2079
Asahi Life Asset Management
Japan
$737M -$45M -6% 8.37% 101% 257
TA
2080
TruWealth Advisors
Louisiana
$736M +$66.3M +10% 3.09% 48.7% 116
CCA
2081
Checchi Capital Advisers
California
$736M +$43M +6% 1.92% 51% 529
HR
2082
Howe & Rusling
New York
$736M +$78.2M +12% 8.06% 65.8% 1,048
SC
2083
Strategy Capital
California
$735M -$20.3M -3% 0.79% 290% 8
BCM
2084
Brigade Capital Management
New York
$733M +$213M +41% 9.38% 6.04% 82
RC
2085
Randolph Company
Ohio
$733M +$58.8M +9% 7.48% 80.4% 44
KGAMU
2086
KPS Global Asset Management (UK)
United Kingdom
$732M +$50.3M +7% 1.86% 1,074% 7
NIM
2087
Needham Investment Management
New York
$732M +$136M +23% 7.17% 181% 124
CRM
2088
Cardano Risk Management
Netherlands
$731M -$680K -0.1% 2.21% 138% 5
MHIC
2089
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 7.55% 62.5% 189
LWA
2090
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 6.44% 35.7% 794
EA
2091
Efficient Advisors
Ohio
$729M +$74M +11% 4.92% 31% 60
CWM
2092
Campbell Wealth Management
Virginia
$729M +$43.5M +6% 2.52% 11.2% 69
UBV
2093
United Bank (Virginia)
Virginia
$728M +$59.5M +9% 9.65% 55.6% 186
FMBTD
2094
First Midwest Bank Trust Division
Illinois
$727M +$37.2M +5% 9.6% 107% 394
CCMD
2095
Cypress Capital Management (Delaware)
Delaware
$727M -$7.03M -1% 9.98% 25.6% 176
RPGK
2096
Retirement Planning Group (Kansas)
Kansas
$726M +$35.9M +5% 4.12% 38.9% 65
TCMI
2097
Technology Crossover Management IX
California
$725M -$11.6M -2% 7.66% 168% 4
AAIM
2098
American Assets Investment Management
California
$725M +$110M +18% 12.6% 316% 149
HCM
2099
Hodges Capital Management
Texas
$723M +$88.3M +14% 23.3% 126% 238
NTCM
2100
Nine Ten Capital Management
Illinois
$722M +$57.4M +9% 7.64% 75.3% 10