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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MBTD
2376
Mechanics Bank - Trust Department
California
$647M -$29.9M -4% 3.5% 57.8% 176
BFM
2377
Blacksheep Fund Management
Ireland
$647M -$81.5M -11% 14.9% 134% 6
PC
2378
Permanens Capital
New York
$645M +$10.4M +2% 4.36% 60% 46
RPA
2379
Rose Park Advisors
Massachusetts
$644M -$957M -60% 39.8% 11.8% 1
ACA
2380
Atlas Capital Advisors
Wyoming
$644M -$27.3M -4% 1.82% 70.1% 985
VCP
2381
Verus Capital Partners
Arizona
$643M – – 2.64% 90.1% 333
SM
2382
Skaana Management
New York
$643M +$109M +20% 24.1% 109% 203
BCC
2383
Bain Capital Credit
Massachusetts
$642M -$42.2M -6% 12.4% 22.9% 22
RPC
2384
Rossmore Private Capital
Connecticut
$642M +$1.84M +0.3% 1.51% 61.8% 230
PTC
2385
Private Trust Company
Ohio
$640M -$84.1M -12% 3.53% 61.8% 397
SMA
2386
Sage Mountain Advisors
Georgia
$640M -$188M -23% 3.15% 61.7% 765
NFG
2387
Nadler Financial Group
Illinois
$638M -$38.5M -6% 3.6% 67.8% 143
SGCA
2388
Steel Grove Capital Advisors
Tennessee
$638M +$131M +26% 3.07% 76.8% 164
CCFM
2389
Clear Creek Financial Management
Washington
$638M -$27.4M -4% 1.82% 55.7% 381
FSWA
2390
Financial Synergies Wealth Advisors
Texas
$635M -$94.6M -13% 5.5% 48.6% 70
SM
2391
Sunriver Management
Connecticut
$635M +$1.65M +0.3% 5.11% 23% 21
MIM
2392
Miller Investment Management
Pennsylvania
$635M -$64.3M -9% 3.66% 63.1% 101
VCM
2393
Virtue Capital Management
Tennessee
$635M -$43.2M -6% 3.85% 53.6% 447
SC
2394
Sierra Capital
Florida
$634M -$37.9M -6% 0.75% 30.4% 891
CEI
2395
Clark Estates Inc
New York
$634M -$49.7M -7% 2.76% 36% 108
IFAM
2396
Institutional & Family Asset Management
Colorado
$634M -$4.69M -0.7% 0.95% 19% 863
TM
2397
THRC Management
Texas
$633M +$76M +14% 76.7% – 25
AOWM
2398
Alpha Omega Wealth Management
Virginia
$633M -$18.1M -3% 2.42% 49.2% 230
BL
2399
BFSG LLC
California
$632M -$87M -12% 1.93% 61.8% 236
SMG
2400
Spectrum Management Group
Indiana
$631M -$64.5M -9% 2.54% 44% 368
94 95
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