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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MIM
2126
Monashee Investment Management
Massachusetts
$924M +$150M +19% 10.4% 186% 145
LA
2127
Legacy Advisors
Pennsylvania
$923M +$101M +12% 7.98% 95.6% 389
CAM
2128
Carret Asset Management
New York
$922M +$65.1M +8% 7.34% 75.2% 293
BFC
2129
Banc Funds Company
Illinois
$921M +$78.4M +9% 11.5% 18.2% 132
SC
2130
Sagefield Capital
Texas
$921M -$26.7M -3% 0.29% 85.2% 118
DP
2131
DDD Partners
Washington
$921M +$58.4M +7% 6.41% 72.4% 107
HB
2132
HTLF Bank
Colorado
$921M +$41.8M +5% 8.04% – 254
AC
2133
Avestar Capital
New York
$919M +$14.5M +2% 3.76% 72.2% 460
SGK
2134
Steigerwald Gordon & Koch
Virginia
$917M +$90.4M +11% 9.2% 63% 131
MFM
2135
MHR Fund Management
New York
$917M +$96.4M +12% 11.3% 118% 10
WC
2136
Waterloo Capital
Texas
$916M +$83M +10% 7.58% – 402
OCMI
2137
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 4.04% 128% 16
AWA
2138
Amplius Wealth Advisors
Pennsylvania
$916M +$17.3M +2% 5.23% 47.9% 178
OCM
2139
Oribel Capital Management
New York
$916M +$178M +24% 2.5% 103% 81
RCYC
2140
Richard C. Young & Co
Rhode Island
$916M +$92.9M +11% 9.21% 53.3% 83
RIA
2141
Retirement Investment Advisors
Oklahoma
$915M +$91.8M +11% 6.14% – 58
CA
2142
CapWealth Advisors
Tennessee
$915M +$124M +16% 26.5% 114% 110
SFO
2143
Stokes Family Office
Louisiana
$914M +$61.3M +7% 6.36% 54.1% 240
MHIC
2144
Marble Harbor Investment Counsel
Massachusetts
$914M +$64.2M +8% 9.65% 62.5% 212
MAWA
2145
Moss Adams Wealth Advisors
Washington
$913M +$195M +27% 6.31% – 221
TI
2146
Trigran Investments
Illinois
$913M -$42.8M -4% 0.37% 2.04% 21
PCMF
2147
Private Capital Management (Florida)
Florida
$913M +$70.1M +8% 22.1% 117% 139
PCA
2148
Private Capital Advisors
Connecticut
$913M +$15.4M +2% 3.34% 100% 90
BI
2149
Bramshill Investments
Florida
$913M -$6.08M -0.7% 3.3% 3.19% 198
VFP
2150
Verus Financial Partners
Virginia
$913M +$52.8M +6% 5.96% 33.4% 103
84 85
86
87 88