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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IWS
2251
Insight Wealth Strategies
California
$711M +$7.21M +1% 0.74% 42.7% 194
HT
2252
Heritage Trust
Oklahoma
$711M +$11M +2% 0.69% 248
CANY
2253
Caxton Associates (New York)
New York
$710M -$58M -8% 4.76% 76.8% 632
KBG
2254
Kahn Brothers Group
New York
$710M +$12M +2% 0.28% 14.7% 43
AHB
2255
Abner Herrman & Brock
New Jersey
$710M -$5.85M -0.8% 0.21% 111% 108
MAA
2256
Matrix Asset Advisors
New York
$710M +$14.4M +2% 0.15% 59.1% 85
KCM
2257
Karp Capital Management
California
$709M +$34.2M +5% 0.47% 21.3% 188
WP
2258
Wedgewood Partners
Missouri
$709M +$19.2M +3% 2.67% 101% 41
DP
2259
Dundas Partners
United Kingdom
$709M +$19.5M +3% 0.07% 79.9% 56
AH
2260
Aviva Holdings
Bahamas
$709M -$15M -2% 0.93% 36.5% 5
SB
2261
Sunflower Bank
Texas
$709M +$58.2M +9% 1.03% 23% 216
HPWM
2262
Highland Private Wealth Management
Washington
$708M +$32.6M +5% 0.63% 19% 179
KIP
2263
Kayak Investment Partners
California
$707M -$123M -15% 4.22% 27.3% 34
PCC
2264
Perry Creek Capital
New York
$706M -$36.9M -5% 1.53% 37.9% 27
WIC
2265
Whitegate Investment Counselors
New Hampshire
$705M -$1.2M -0.2% 0.29% 42.6% 232
FTDI
2266
First Trust Direct Indexing
Massachusetts
$704M +$33.8M +5% 0.78% 69.1% 693
TWM
2267
Tradition Wealth Management
Minnesota
$703M +$34.7M +5% 1% 50.7% 1,241
FMBTD
2268
First Midwest Bank Trust Division
Illinois
$702M -$41.4M -6% 0.11% 107% 392
FCM
2269
Freshford Capital Management
New York
$702M -$34.4M -5% 3.6% 44.2% 21
CC
2270
Criteria Caixa
Spain
$701M +$26.4M +4% 0.65% 42.9% 25
MIM
2271
Merewether Investment Management
Texas
$701M +$132M +23% 4.78% 184% 46
CEI
2272
Clark Estates Inc
New York
$701M -$65M -8% 5.68% 36% 102
RIM
2273
Redwood Investment Management
Arizona
$701M +$88.8M +15% 0.75% 50.3% 320
CC
2274
Cadinha & Co
Hawaii
$700M -$43.3M -6% 1.5% 126% 129
BIM
2275
Bridgecreek Investment Management
Oklahoma
$700M +$11.8M +2% 3.63% 48.4% 112