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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
2101
Cabot Wealth Management
Massachusetts
$369M -$19.5M -5% 1.29% 70.4% 160
JWA
2102
JFS Wealth Advisors
Pennsylvania
$369M +$19.4M +6% 2.45% 41.5% 513
OCA
2103
Otter Creek Advisors
Florida
$369M +$53.1M +17% 2.71% 117% 110
ES
2104
Equitec Specialists
Illinois
$369M +$64.7M +21% 7.81% 40.5% 113
MAM
2105
Mark Asset Management
New York
$369M +$864K +0.2% 6.44% 243% 59
SP
2106
Summit Partners
Massachusetts
$368M -$85.9M -19% 13.8% 27.5% 7
VCP
2107
Vista Capital Partners
Oregon
$368M +$13M +4% 3.05% 50.2% 54
ACM
2108
Academy Capital Management
Texas
$368M -$8.26M -2% 2.34% 85.1% 44
CCM
2109
Cohen Capital Management
California
$367M +$9.86M +3% 3.2% 58.2% 132
BAS
2110
Brown Advisory Securities
Maryland
$367M +$23.8M +7% 1.45% 51.2% 354
MWM
2111
Merriman Wealth Management
Washington
$366M -$120M -25% 11.5% 18.3% 181
SM
2112
Sunriver Management
Connecticut
$366M +$35.1M +11% 0.65% 23% 23
BWFA
2113
Baltimore-Washington Financial Advisors
Maryland
$365M +$14M +4% 2.86% 87.1% 79
NCM
2114
Numina Capital Management
New York
$365M -$1.17M -0.3% 0.11% 30.5% 41
BTNA
2115
Bremer Trust National Association
Minnesota
$365M -$2.9M -0.8% 5.86% 31.2% 294
PDM
2116
Penn Davis McFarland
Texas
$364M -$26.1M -7% 1.87% 63.6% 40
SCP
2117
Sandhill Capital Partners
New York
$364M +$31.7M +10% 4.62% 96% 70
CLC
2118
Charles-Lim Capital
Hong Kong
$364M -$19.3M -5% 12% 10.4% 6
HCM
2119
Hutchinson Capital Management
California
$364M +$42.9M +13% 6.19% 50.4% 51
SCM
2120
Segantii Capital Management
Hong Kong
$364M -$4.29M -1% 0.15% 28.2% 185
ASP
2121
Adams Street Partners
Illinois
$363M -$167M -32% 16% 263% 22
JMFC
2122
J.M. Forbes & Co
Massachusetts
$363M -$2.75M -0.7% 0.35% 89.1% 114
EA
2123
Ecofin Advisors
United Kingdom
$363M -$22.9M -6% 5.91% 76.6% 43
SCM
2124
Sarissa Capital Management
Connecticut
$363M -$71.1M -16% 9.33% 7.91% 15
BCM
2125
BBT Capital Management
Texas
$362M +$33.9M +10% 6.84% 19.3% 104