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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KL
2226
KIM LLC
Kansas
$815M -$162M -17% 3.66% 52.9% 374
PHP
2227
Parkman Healthcare Partners
Connecticut
$815M +$108M +15% 21% 258% 117
RC
2228
Randolph Company
Ohio
$814M +$62.4M +8% 8.03% 80.4% 49
BRIM
2229
Broad Run Investment Management
Virginia
$814M +$65.7M +9% 7.8% 141% 27
PC
2230
Permanens Capital
New York
$814M +$301M +59% 10.2% 60% 27
HWA
2231
Heartwood Wealth Advisors
Virginia
$812M +$61.1M +8% 4.95% 38.4% 162
KTA
2232
Keeley-Teton Advisors
Illinois
$812M +$38.1M +5% 7.23% 28.9% 363
NA
2233
Navellier & Associates
Nevada
$812M +$144M +22% 35% 214% 378
NFG
2234
Nadler Financial Group
Illinois
$811M +$68.7M +9% 9.33% 67.8% 120
MCM
2235
Manchester Capital Management
Vermont
$811M +$67.6M +9% 7.98% 53.6% 1,076
BIC
2236
Beach Investment Counsel
Pennsylvania
$811M +$397K +0% 7.44% 36% 143
JAG
2237
Journey Advisory Group
Kentucky
$809M +$75.8M +10% 8.58% 54.5% 239
TWM
2238
Tanglewood Wealth Management
Texas
$809M -$7.6M -0.9% 5.43% 46.2% 34
FC
2239
Forte Capital
New York
$808M +$77.5M +11% 10.2% 98.3% 242
CC
2240
Covalis Capital
United Kingdom
$807M +$192M +31% 2.28% 3.46% 81
ECU
2241
Eisler Capital (UK)
United Kingdom
$807M -$292M -27% 0.1% 1.48% 415
TCM
2242
Twin Capital Management
Pennsylvania
$807M +$43.5M +6% 13.8% 105% 301
CPBTD
2243
Central Pacific Bank - Trust Division
Hawaii
$806M 10.5% 947
PE
2244
PSG Equity
Massachusetts
$805M -$138M -15% 14.6% 16.2% 1
HR
2245
Hardy Reed
Mississippi
$805M +$66.6M +9% 8.36% 57.4% 132
WFAG
2246
Wescott Financial Advisory Group
Pennsylvania
$804M +$90.2M +13% 6.77% 45.4% 174
CU
2247
CDAM (UK)
United Kingdom
$804M -$3.56M -0.4% 0.07% 23% 12
SGK
2248
Steigerwald Gordon & Koch
Virginia
$804M +$64.6M +9% 9.09% 63% 128
PCA
2249
Private Capital Advisors
Connecticut
$803M +$147M +22% 18.9% 100% 94
1SP
2250
140 Summer Partners
New York
$802M +$222M +38% 8.97% 118% 18