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
Wynnefield Capital
New York
$276M +$21.7M +9% 8.34% 81% 38
CDIA
2352
Capital Directions Investment Advisors
Georgia
$276M +$6.67M +2% 1.14% 7.53% 78
MCM
2353
MV Capital Management
Maryland
$276M +$28.9M +12% 2.71% 48.6% 368
BO
2354
Bank OZK
Arkansas
$276M +$974K +0.4% 2.33% 76.2% 142
CLC
2355
Charles-Lim Capital
Hong Kong
$275M +$53.3M +24% 9.26% 10.4% 6
WDL
2356
Well Done LLC
Michigan
$275M -$657K -0.2% 3.74% 64.9% 86
BIM
2357
Barton Investment Management
Pennsylvania
$275M -$89.7M -25% 3.33% 218% 55
II
2358
INCA Investments
Florida
$275M +$8.89M +3% 2.81% 170% 10
BCM
2359
Brookmont Capital Management
Texas
$275M -$37.7M -12% 3.02% 40.7% 55
GCM
2360
Gabalex Capital Management
New York
$274M -$14M -5% 1.84% 25% 17
ANBT
2361
American National Bank & Trust
Texas
$274M +$8.15M +3% 1.73% 71.6% 269
MCM
2362
Maple Capital Management
Vermont
$273M +$2.05M +0.8% 1.5% 104% 127
FWCM
2363
First Western Capital Management
California
$273M -$8.43M -3% 3.24% 43% 105
BP
2364
Banbury Partners
North Carolina
$273M -$21.8M -7% 8.34% 137% 19
JT
2365
Jump Trading
Illinois
$272M +$84.4M +45% 0.04% 25.9% 367
WPW
2366
Waldron Private Wealth
Pennsylvania
$272M +$7.14M +3% 3.1% 58.9% 187
DDSF
2367
Diana Davis Spencer Foundation
Maryland
$272M +$6.11M +2% 2.31% 0.33% 3
EM
2368
Endicott Management
New York
$272M -$9.59M -3% 5.31% 48
RC
2369
Roundview Capital
New Jersey
$272M +$3.45M +1% 0.56% 68.1% 188
FTCM
2370
First Trust Capital Management
Illinois
$272M +$128M +88% 28.2% 131% 68
SNT
2371
Security National Trust
West Virginia
$272M +$5.95M +2% 3.51% 58.4% 481
HBT
2372
Hills Bank & Trust
Iowa
$272M +$685K +0.3% 1.81% 55.1% 128
ACP
2373
Aviance Capital Partners
Florida
$272M -$15.8M -6% 0.14% 81.3% 213
X
2374
Xponance
Pennsylvania
$272M +$8.54M +3% 1.39% 122% 65
MBTD
2375
Mechanics Bank - Trust Department
California
$271M +$14M +5% 4.87% 57.8% 124