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

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Gilman Hill Asset Management
2726
Gilman Hill Asset Management
Connecticut
$492M +$4.29M +0.9% 3.94% 54.2% 220 11.82% 4.2
PFG Investments
2727
PFG Investments
New York
$492M – – 10.8% 106% 496 – 0
GPI Capital
2728
GPI Capital
New York
$491M +$90.4M +23% 23.9% 261% 6 0% 1.7
Zevin Asset Management
2729
Zevin Asset Management
Massachusetts
$490M +$29.9M +6% 8.64% 71.7% 83 10.84% 5.2
Laidlaw Wealth Management
2730
Laidlaw Wealth Management
New York
$490M +$23.6M +5% 8.71% 150% 382 9.69% 1.5
HHM Wealth Advisors
2731
HHM Wealth Advisors
Tennessee
$490M +$52.3M +12% 5.62% 62.3% 835 19.52% 1.7
Proffitt & Goodson
2732
Proffitt & Goodson
Tennessee
$490M +$20.2M +4% 5.28% 48.5% 242 5.37% 3.9
CANC
2733
Culbertson A N & Co
Virginia
$490M +$14.8M +3% 4.03% 87.5% 120 4.17% 6.9
Legacy Financial Advisors
2734
Legacy Financial Advisors
Kentucky
$489M +$25.3M +5% 5.81% 86.3% 268 16.04% 1.8
Roble Belko & Company
2735
Roble Belko & Company
Pennsylvania
$489M +$19.1M +4% 5.18% 53.3% 347 8.65% 4.5
SP
2736
Solel Partners
Massachusetts
$489M +$42.6M +10% 11.7% 25.9% 28 25% 1.4
HGC Investment Management
2737
HGC Investment Management
Ontario, Canada
$489M -$482M -50% 2.96% 33.2% 392 55.1% 0.5
IR
2738
IAT Reinsurance
New York
$489M -$17.1M -3% 4.88% 60.2% 83 10.84% 4.6
River Global Investors
2739
River Global Investors
United Kingdom
$488M +$22.8M +5% 10.2% 49.7% 202 11.88% 2.8
BSW Wealth Partners
2740
BSW Wealth Partners
Colorado
$488M +$22.5M +5% 6.85% 75.4% 341 16.72% 2.6
CAS Investment Partners
2741
CAS Investment Partners
Connecticut
$488M +$68.8M +16% 26.3% 527% 6 16.67% 3.2
South Street Advisors
2742
South Street Advisors
New York
$487M +$34.2M +8% 10.9% 169% 78 12.82% 3
Schneider Downs Wealth Management Advisors
2743
Schneider Downs Wealth Management Advisors
Pennsylvania
$487M +$30.6M +7% 8.17% 61.5% 117 5.13% 3
Qtron Investments
2744
Qtron Investments
Massachusetts
$486M +$10.4M +2% 9.72% 140% 459 20.92% 1.5
American Investment Services
2745
American Investment Services
Massachusetts
$486M +$64 +0% 5.36% 63.1% 134 0% 4.7
McMorgan & Co
2746
McMorgan & Co
California
$486M +$19.5M +4% 5.65% 30.1% 60 21.67% 1.3
Dorchester Wealth Management
2747
Dorchester Wealth Management
Quebec, Canada
$486M +$63.3M +15% 5.06% 18.3% 157 12.1% 4.4
BIM
2748
Bridgecreek Investment Management
Oklahoma
$486M +$37.7M +8% 14.2% 48.4% 102 9.8% 4.7
Honeycomb Asset Management
2749
Honeycomb Asset Management
New York
$485M +$109M +29% 20.8% 49% 45 71.11% 0.3
Liberty Wealth Management
2750
Liberty Wealth Management
California
$485M – – 8.26% 64.2% 230 – 1.4