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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
2126
Circle Wealth Management
New Jersey
$647M +$40.9M +7% 7.78% 58.9% 171
MCM
2127
MV Capital Management
Maryland
$647M +$67.1M +12% 7.16% 48.6% 692
IPAM
2128
ICICI Prudential Asset Management
India
$646M +$4.2M +0.7% 9.01% 41.2% 163
AB
2129
Aozora Bank
Japan
$646M +$7.11M +1% 1.23% 2.61% 4
FSWA
2130
Financial Synergies Wealth Advisors
Texas
$646M +$64.3M +11% 8.68% 48.6% 510
FAT
2131
First American Trust
California
$645M +$50M +8% 9.92% 78.9% 168
TA
2132
Tectonic Advisors
Texas
$645M +$103M +19% 8.67% 36.2% 275
ACM
2133
Ashford Capital Management
Delaware
$645M -$10.8M -2% 9.07% 111% 95
VIP
2134
Vantage Investment Partners
Missouri
$644M +$6.74M +1% 11.5% 62.2% 72
BGDI
2135
BW Gestao de Investimentos
Brazil
$644M +$229M +55% 4.73% 26.8% 62
JLBC
2136
J.L. Bainbridge & Co
Florida
$644M +$6.75M +1% 3.23% 94.7% 74
I
2137
INVST
Indiana
$643M +$59.2M +10% 7.19% 27.4% 188
OCA
2138
Octagon Capital Advisors
New York
$642M +$62.8M +11% 25.1% 560% 44
EIM
2139
Essex Investment Management
Massachusetts
$642M +$15.3M +2% 8.94% 215% 446
AF
2140
Ally Financial
Michigan
$642M +$35.4M +6% 10.6% 25.9% 111
VCP
2141
Vista Capital Partners
Oregon
$641M +$55M +9% 6.99% 50.2% 88
LI
2142
LVZ Inc
Michigan
$641M +$64.9M +11% 8.22% 38.7% 153
VF
2143
Vest Financial
Virginia
$641M +$112M +21% 12.9% 39.7% 110
HIA
2144
Harbor Investment Advisory
Maryland
$640M +$33.2M +5% 7.72% 75.5% 1,430
TAIM
2145
Te Ahumairangi Investment Management
New Zealand
$640M +$50M +8% 10.3% 55% 96
MAP
2146
Managed Asset Portfolios
Michigan
$639M +$75.8M +13% 11.2% 56.6% 42
ST
2147
Sentinel Trust
Texas
$639M +$32.8M +5% 7.59% 65.5% 116
SSWM
2148
Sheets Smith Wealth Management
North Carolina
$639M +$40.1M +7% 8.85% 55.4% 330
NEWAS
2149
N.E.W. Advisory Services
Wisconsin
$639M +$86.9M +16% 7.63% 41% 136
TCM
2150
Tensile Capital Management
California
$639M -$9.29M -1% 12.4% 107% 19