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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CCM
2151
Cobalt Capital Management
New Jersey
$448M -$33.9M -7% 5.76% 182% 57
ST
2152
Sentinel Trust
Texas
$447M -$26.2M -6% 2.44% 65.5% 125
ICP
2153
Ironvine Capital Partners
Nebraska
$447M +$31.7M +8% 2.47% 63.7% 83
BWM
2154
BerganKDV Wealth Management
Minnesota
$447M +$81.5M +22% 0.99% 27.9% 660
CCM
2155
Corsair Capital Management
New York
$447M -$87.2M -16% 0.39% 274% 69
JMFC
2156
J.M. Forbes & Co
Massachusetts
$447M +$17.3M +4% 4.23% 89.1% 109
RI
2157
RPTC Inc
Wyoming
$446M -$144M -24% 5.39% 63.6% 14
AF
2158
Arrow Financial
New York
$445M +$13.8M +3% 4.42% 52.9% 352
SLG
2159
Stanley-Laman Group
Pennsylvania
$445M +$6.22M +1% 2.94% 60.5% 285
11A
2160
10-15 Associates
New York
$445M +$24.4M +6% 3.34% 33.2% 112
AA
2161
Apriem Advisors
California
$445M +$35.3M +9% 2.41% 62.4% 449
RIA
2162
RPG Investment Advisory
California
$445M +$7.73M +2% 3.7% 147% 424
BCM
2163
Bayesian Capital Management
New York
$445M +$51.4M +13% 11.9% 146% 846
SFP
2164
Shepherd Financial Partners
Massachusetts
$445M +$38.5M +9% 3.66% 59.8% 138
AWM
2165
Avior Wealth Management
Nebraska
$444M +$11.3M +3% 2.67% 55.4% 893
MTB
2166
Mizuho Trust & Banking
Japan
$444M +$132M +42% 1.17% 36.1% 17
EA
2167
Evanston Advisors
Illinois
$443M +$13.6M +3% 1.87% 16% 74
SCM
2168
Somerset Capital Management
United Kingdom
$443M -$34.4M -7% 4.64% 7.5% 15
CPI
2169
Crestview Partners III
New York
$443M +$255M +136% 12.7% 40.4% 2
RWM
2170
RKL Wealth Management
Pennsylvania
$443M +$19.8M +5% 1.79% 53% 133
SAM
2171
Sompo Asset Management
Japan
$442M -$174M -28% 1.7% 70.3% 107
SHCM
2172
Stokes & Hubbell Capital Management
Louisiana
$441M +$10.4M +2% 1% 31.2% 124
3C
2173
361 Capital
Colorado
$441M +$37.3M +9% 11.2% 118% 442
DAS
2174
Dynamic Advisor Solutions
Arizona
$441M +$51M +13% 2.68% 53% 430
CLC
2175
Charles-Lim Capital
Hong Kong
$440M -$48.3M -10% 12.6% 10.4% 6