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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
VCP
2426
Vestar Capital Partners
New York
$435M +$112M +34% 34.5% 1
EWM
2427
Edge Wealth Management
New York
$434M -$92.5M -18% 8.47% 47.6% 705
OMC
2428
Overbrook Management Corp
New York
$433M +$49.9M +13% 12.1% 122% 125
IFWM
2429
Institute for Wealth Management
Colorado
$433M +$25M +6% 11.5% 123% 450
AACP
2430
Advantage Alpha Capital Partners
California
$433M +$5.49M +1% 5.3% 64.5% 97
DVC
2431
Deer VII & Co
New York
$432M +$173M +67% 87.6% 410% 2
SCM
2432
Simcoe Capital Management
New York
$432M +$29.9M +7% 17.9% 94.7% 17
WAM
2433
Wallington Asset Management
Indiana
$432M +$28.1M +7% 7.38% 58.6% 64
GG
2434
Greenwood Gearhart
Arkansas
$432M +$51.7M +14% 8.06% 62% 68
CPH
2435
C Partners Holding
Switzerland
$431M +$67.4M +19% 9.08% 65.7% 26
FEG
2436
Financial Enhancement Group
Indiana
$431M +$33.8M +8% 6.55% 49.9% 288
PCA
2437
Private Capital Advisors
Connecticut
$431M +$44.8M +12% 7.63% 100% 105
CC
2438
Criteria Caixa
Spain
$429M +$40.9M +11% 7.16% 42.9% 23
I
2439
INVST
Indiana
$429M +$92.4M +27% 8.08% 27.4% 162
CA
2440
Cornerstone Advisory
Maryland
$429M +$45.4M +12% 7.2% 43.9% 197
CCP
2441
Cyrus Capital Partners
New York
$428M +$137M +47% 0.55% 89.2% 17
IP
2442
Isthmus Partners
Wisconsin
$428M +$22.4M +6% 7.99% 54.1% 144
SMG
2443
Spectrum Management Group
Indiana
$427M +$32.8M +8% 9.89% 44% 275
PO
2444
Private Ocean
California
$427M +$19.3M +5% 3.44% 2.79% 578
IDA
2445
Intelligence Driven Advisers
California
$426M +$144M +51% 5.5% 40.3% 107
LWS
2446
Lucia Wealth Services
California
$426M +$47.8M +13% 7.38% 45.6% 185
IFAM
2447
Institutional & Family Asset Management
Colorado
$426M -$51M -11% 4.39% 19% 927
SIA
2448
Soltis Investment Advisors
Utah
$426M +$40.1M +10% 4.28% 59.9% 207
HA
2449
Harbor Advisors
Florida
$426M +$35.3M +9% 9.41% 74.6% 160
RPC
2450
Rossmore Private Capital
Connecticut
$426M +$63.4M +18% 6.23% 61.8% 197