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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WC
2351
Whitnell & Co
Illinois
$269M +$3.63M +1% 1.2% 36.5% 432
DLCIG
2352
D.L. Carlson Investment Group
New Hampshire
$269M -$224K -0.1% 3.69% 114% 134
SEM
2353
Suncoast Equity Management
Florida
$268M +$26.3M +11% 0.2% 104% 22
RC
2354
Roundview Capital
New Jersey
$268M +$15.9M +6% 2.12% 68.1% 184
DCM
2355
Dynamic Capital Management
Jersey
$268M +$59M +28% 1.25% 49.7% 494
VWM
2356
Venturi Wealth Management
Texas
$268M +$48M +22% 2.42% 66.1% 148
SWM
2357
Segment Wealth Management
Texas
$268M +$4.09M +2% 3.92% 90.2% 169
SC
2358
Schooner Capital
Florida
$268M +$31.4M +13% 25.5% 31.1% 2
CC
2359
Cognios Capital
Kansas
$268M +$71.4M +36% 3.31% 28.5% 127
IFAM
2360
Institutional & Family Asset Management
Colorado
$267M -$62K -0% 2.16% 19% 124
PIM
2361
Penobscot Investment Management
Massachusetts
$267M -$51.7M -16% 3.3% 84.3% 192
CFG
2362
CKW Financial Group
Hawaii
$267M -$8.9M -3% 0.53% 55.5% 169
AG
2363
Algert Global
California
$267M +$52.6M +25% 2.08% 121% 434
TA
2364
Tiptree Advisors
New York
$267M -$154M -37% 5.96% 44
NPGCU
2365
Napier Park Global Capital (US)
New York
$266M +$83.9M +46% 1.03% 247% 58
DDSF
2366
Diana Davis Spencer Foundation
Maryland
$266M +$8.8M +3% 3.43% 0.33% 3
PIM
2367
Parker Investment Management
California
$266M 1.79% 124% 34
II
2368
INCA Investments
Florida
$266M +$108M +68% 37.5% 170% 9
SNT
2369
Security National Trust
West Virginia
$266M +$11M +4% 2.25% 58.4% 506
ANBT
2370
American National Bank & Trust
Texas
$266M +$8.09M +3% 1.41% 71.6% 236
NCM
2371
Nelson Capital Management
California
$265M +$5.24M +2% 1.22% 115% 280
WPW
2372
Waldron Private Wealth
Pennsylvania
$265M -$3.25M -1% 1.57% 58.9% 192
BCF
2373
BLS Capital Fondsmaeglerselskab
Denmark
$265M +$24.3M +10% 0.42% 43.6% 13
DW
2374
Domani Wealth
Pennsylvania
$265M +$9.07M +4% 2.87% 48.6% 125
DWM
2375
Dorchester Wealth Management
Quebec, Canada
$264M +$23.5M +10% 10.5% 18.3% 116