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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BB
2226
Bell Bank
North Dakota
$445M +$71.7M +19% 2.88% 50.6% 162
WC
2227
Whitney & Co
New York
$445M +$3.01M +0.7% 2.81% 84.9% 105
SMC
2228
Smith, Moore & Co
Missouri
$445M +$24.3M +6% 2.75% 51.1% 332
JA
2229
JOYN Advisors
Georgia
$445M +$9.95M +2% 2.35% 0.77% 138
MSR
2230
Main Street Research
Connecticut
$444M +$130M +41% 3.68% 155% 96
RC
2231
Roundview Capital
New Jersey
$444M +$23.2M +6% 4.41% 68.1% 232
IM
2232
Islet Management
New York
$444M -$181M -29% 1.54% 32.4% 122
CBT
2233
Central Bank & Trust
Kentucky
$444M -$1.81M -0.4% 3.53% 101% 282
LF
2234
Lee Financial
Texas
$443M +$15.6M +4% 1.86% 55.7% 553
KPW
2235
Kore Private Wealth
New York
$443M -$1.4M -0.3% 2.35% 35.6% 913
FTI
2236
Fiduciary Trust International
Massachusetts
$443M +$44.5M +11% 4.78% 36.8% 149
MBTD
2237
Mechanics Bank - Trust Department
California
$443M +$3.87M +0.9% 2.96% 57.8% 158
MRCM
2238
M&R Capital Management
New Jersey
$442M +$3.31M +0.8% 3.24% 52.6% 527
MAP
2239
Managed Asset Portfolios
Michigan
$442M +$37.7M +9% 6.72% 56.6% 28
LI
2240
LVZ Inc
Michigan
$441M +$13.3M +3% 2.18% 38.7% 77
RPGK
2241
Retirement Planning Group (Kansas)
Kansas
$441M +$26.7M +6% 2.78% 38.9% 66
VOAM
2242
Vertex One Asset Management
British Columbia, Canada
$441M -$22.9M -5% 8.05% 107% 157
UONDDL
2243
University of Notre Dame du Lac
Indiana
$441M -$7.2M -2% 4.08% 77
SCM
2244
SG Capital Management
Illinois
$440M +$60.8M +16% 5.5% 218% 63
IL
2245
Investure LLC
Virginia
$439M -$83.3M -16% 4.5% 42.4% 19
CC
2246
Crosslink Capital
California
$439M +$35.4M +9% 11.3% 221% 30
LCM
2247
LVM Capital Management
Michigan
$439M +$2.83M +0.6% 2.39% 70.3% 114
TIM
2248
Total Investment Management
Arizona
$439M +$22.8M +5% 2.3% 33.5% 55
RA
2249
RFG Advisory
Alabama
$438M +$46.3M +12% 3.34% 39.6% 335
PCG
2250
Private Capital Group
Connecticut
$438M -$87.7M -17% 2.9% 30.1% 2,669