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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MBTD
2401
Mechanics Bank - Trust Department
California
$677M +$58.4M +9% 10.3% 57.8% 178
NFG
2402
Nadler Financial Group
Illinois
$677M +$63.9M +10% 9.38% 67.8% 135
TWA
2403
TCI Wealth Advisors
Arizona
$676M +$39.8M +6% 7.34% 51.5% 2,644
RIM
2404
Rockbridge Investment Management
New York
$676M +$72.4M +12% 4.27% 28.2% 847
SCV
2405
Sands Capital Ventures
Virginia
$675M +$11.5M +2% 14.1% 324% 16
VCP
2406
Varenne Capital Partners
France
$674M 13.4% 74.8% 15
SIM
2407
SCGF III Management
California
$673M 12% 1
RCG
2408
Rock Creek Group
District of Columbia
$673M +$81M +14% 7.48% 40% 232
SC
2409
Sierra Capital
Florida
$672M +$76.9M +13% 4.47% 30.4% 901
FFW
2410
Fusion Family Wealth
New York
$672M +$6.45M +1% 5.3% 44.2% 40
SRCM
2411
Sage Rock Capital Management
New York
$671M -$1.72M -0.3% 0.22% 12.8% 307
ACA
2412
Atlas Capital Advisors
Wyoming
$671M +$47.7M +8% 5.31% 70.1% 980
LOAMU
2413
Lombard Odier Asset Management (USA)
New York
$671M -$13M -2% 1.32% 8.43% 434
FCP
2414
Fine Capital Partners
New York
$670M -$159M -19% 19.7% 104% 3
VCM
2415
Vision Capital Management
Oregon
$670M +$56.9M +9% 8.67% 56.5% 116
SPC
2416
Stewart & Patten Company
California
$670M +$58.1M +10% 12.4% 27.5% 95
LECM
2417
Lead Edge Capital Management
New York
$669M -$171M -20% 24.8% 114% 11
TCOT
2418
Trust Company of Toledo
Ohio
$669M +$57.4M +9% 10.7% 72.2% 197
SRG
2419
SBB Research Group
Illinois
$668M 5.43% 42
AHSW
2420
Adventist Health System West
California
$668M +$8.27M +1% 6.03% 49.4% 6
KCM
2421
Kingdon Capital Management
New York
$668M +$97.3M +17% 6.95% 127% 88
GS
2422
Gagnon Securities
New York
$667M -$6.38M -0.9% 4.59% 96.2% 117
HWA
2423
Heartwood Wealth Advisors
Virginia
$666M +$23.3M +4% 3.9% 38.4% 107
SGK
2424
Steigerwald Gordon & Koch
Virginia
$665M +$53.5M +9% 8.28% 63% 125
CCFM
2425
Clear Creek Financial Management
Washington
$665M +$42.4M +7% 7.01% 55.7% 392