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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WC
2101
Whitney & Co
New York
$479M +$34.4M +8% 1.66% 84.9% 110
CCA
2102
Checchi Capital Advisers
California
$479M -$5.26M -1% 0.66% 51% 443
JWM
2103
Jackson Wealth Management
Florida
$477M +$17.7M +4% 1.86% 66.8% 137
MD
2104
Money Design
Japan
$475M +$55.3M +13% 0.61% 26.4% 53
FCM
2105
Fairholme Capital Management
Florida
$475M +$7.67M +2% 1.37% 33.1% 4
BPWA
2106
Beacon Pointe Wealth Advisors
California
$475M +$1.76M +0.4% 0.94% 299
SAMH
2107
Shanda Asset Management Holdings
British Virgin Islands
$474M -$53.9M -10% 2.06% 105% 41
TCM
2108
Tufton Capital Management
Maryland
$474M +$960K +0.2% 2.95% 52.5% 127
CF
2109
Cypress Funds
California
$474M -$96.4M -17% 1.55% 202% 21
CWM
2110
Cabot Wealth Management
Massachusetts
$473M -$822K -0.2% 1.63% 70.4% 137
VHAM
2111
Van Hulzen Asset Management
California
$473M +$15.5M +3% 1.93% 76.9% 282
SFI
2112
SPC Financial Inc
Maryland
$473M -$23.5M -5% 0.96% 52.8% 137
FCMI
2113
Foresite Capital Management II
California
$473M +$295M +166% 8.51% 66.2% 8
GCM
2114
Gladstone Capital Management
United Kingdom
$473M +$115M +32% 0.94% 247% 14
BCP
2115
Blue Chip Partners
Michigan
$473M +$26.5M +6% 4.08% 53% 143
VV
2116
Verity & Verity
South Carolina
$472M +$12.4M +3% 3.65% 47.2% 120
FFIC
2117
First Fiduciary Investment Counsel
Ohio
$472M -$175K -0% 1.07% 48.8% 44
MRCP
2118
Maple Rock Capital Partners
Ontario, Canada
$472M +$78.5M +20% 0.34% 98.8% 19
RPGK
2119
Retirement Planning Group (Kansas)
Kansas
$472M +$31.4M +7% 1.2% 38.9% 71
SEM
2120
Suncoast Equity Management
Florida
$472M -$16.4M -3% 1.95% 104% 39
AIC
2121
AWM Investment Company
New York
$471M -$51.7M -10% 1.93% 340% 101
RWA
2122
Ropes Wealth Advisors
Massachusetts
$471M -$2.61M -0.6% 2.96% 71% 606
LCM
2123
LVM Capital Management
Michigan
$471M +$32M +7% 3.82% 70.3% 117
BFG
2124
Barber Financial Group
Kansas
$470M +$42.5M +10% 1.71% 39% 156
CWM
2125
Circle Wealth Management
New Jersey
$470M +$8.45M +2% 0.8% 58.9% 177