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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ECG
2251
EPIQ Capital Group
California
$597M -$70.8M -11% 5.32% 4.59% 50
AIIMS
2252
Analyst IMS Investment Management Services
Israel
$597M +$107M +22% 14.2% 75.4% 91
AI
2253
Accredited Investors
Minnesota
$597M +$120M +25% 17.4% 51% 161
SCM
2254
SKBA Capital Management
California
$597M +$96M +19% 20.1% 54.2% 80
TPWA
2255
TRUE Private Wealth Advisors
Oregon
$597M +$11.4M +2% 13% 52.3% 784
PIM
2256
Penobscot Investment Management
Massachusetts
$597M +$66.5M +13% 9.79% 84.3% 214
NIM
2257
Needham Investment Management
New York
$596M +$95M +19% 26.7% 181% 122
GCA
2258
Greenwood Capital Associates
South Carolina
$595M +$80.2M +16% 17.4% 60.4% 215
SPC
2259
Stewart & Patten Company
California
$595M +$38.8M +7% 11.9% 27.5% 97
BDWM
2260
Brewin Dolphin Wealth Management
Ireland
$594M +$53M +10% 12.5% 47.7% 320
PTC
2261
Private Trust Company
Ohio
$594M +$75.4M +15% 11% 61.8% 383
LOAMU
2262
Lombard Odier Asset Management (USA)
New York
$594M +$58.5M +11% 5.31% 8.43% 261
LCM
2263
LVM Capital Management
Michigan
$594M +$77.8M +15% 9.78% 70.3% 125
GIM
2264
Growth Interface Management
Florida
$593M +$122M +26% 44.7% 12% 10
MAM
2265
Montanaro Asset Management
United Kingdom
$593M 26% 66.6% 40
MAA
2266
Matrix Asset Advisors
New York
$593M +$78.6M +15% 14.3% 59.1% 90
TLA
2267
Tree Line Advisors
Hong Kong
$592M -$166M -22% 36.8% 401% 8
MMC
2268
Mizuho Markets Cayman
Cayman Islands
$591M +$167M +39% 0.19% 69.1% 46
NGA
2269
Naples Global Advisors
Florida
$591M +$78.4M +15% 14% 57% 360
AOWM
2270
Alpha Omega Wealth Management
Virginia
$591M -$118M -17% 11.5% 49.2% 214
ACM
2271
AlphaStar Capital Management
North Carolina
$589M +$89.5M +18% 10.8% 55.3% 225
IWS
2272
Insight Wealth Strategies
California
$589M +$50.4M +9% 10.1% 42.7% 229
SCM
2273
Snow Capital Management
Pennsylvania
$588M +$86M +17% 29.2% 58.4% 156
TIM
2274
Thompson Investment Management
Wisconsin
$588M +$54.8M +10% 23.1% 63.7% 194
JF
2275
Jump Financial
Illinois
$588M +$89.9M +18% 29.7% 54.3% 1,285