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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
PI
2726
PFG Investments
New York
$492M 10.8% 106% 496
GC
2727
GPI Capital
New York
$491M +$90.4M +23% 23.9% 261% 6 0%
ZAM
2728
Zevin Asset Management
Massachusetts
$490M +$29.9M +6% 8.64% 71.7% 83 10.84%
LWM
2729
Laidlaw Wealth Management
New York
$490M +$23.6M +5% 8.71% 150% 382 9.69%
HWA
2730
HHM Wealth Advisors
Tennessee
$490M +$52.3M +12% 5.62% 62.3% 835 19.52%
PG
2731
Proffitt & Goodson
Tennessee
$490M +$20.2M +4% 5.28% 48.5% 242 5.37%
CANC
2732
Culbertson A N & Co
Virginia
$490M +$14.8M +3% 4.03% 80.7% 120 4.17%
LFA
2733
Legacy Financial Advisors
Kentucky
$489M +$25.3M +5% 5.81% 86.3% 268 16.04%
RBC
2734
Roble Belko & Company
Pennsylvania
$489M +$19.1M +4% 5.18% 53.3% 347 8.65%
SP
2735
Solel Partners
Massachusetts
$489M +$42.6M +10% 11.7% 25.9% 28 25%
HIM
2736
HGC Investment Management
Ontario, Canada
$489M -$482M -50% 2.96% 33.2% 392 55.1%
IR
2737
IAT Reinsurance
New York
$489M -$17.1M -3% 4.88% 60.2% 83 10.84%
RGI
2738
River Global Investors
United Kingdom
$488M +$22.8M +5% 10.2% 49.7% 202 11.88%
BWP
2739
BSW Wealth Partners
Colorado
$488M +$22.5M +5% 6.85% 75.4% 341 16.72%
CIP
2740
CAS Investment Partners
Connecticut
$488M +$68.8M +16% 26.3% 527% 6 16.67%
SSA
2741
South Street Advisors
New York
$487M +$34.2M +8% 10.9% 169% 78 12.82%
SDWMA
2742
Schneider Downs Wealth Management Advisors
Pennsylvania
$487M +$30.6M +7% 8.17% 55% 117 5.13%
QI
2743
Qtron Investments
Massachusetts
$486M +$10.4M +2% 9.72% 139% 459 20.92%
AIS
2744
American Investment Services
Massachusetts
$486M +$64 +0% 5.36% 63.1% 134 0%
MC
2745
McMorgan & Co
California
$486M +$19.5M +4% 5.65% 30.1% 60 21.67%
DWM
2746
Dorchester Wealth Management
Quebec, Canada
$486M +$63.3M +15% 5.06% 18.3% 157 12.1%
BIM
2747
Bridgecreek Investment Management
Oklahoma
$486M +$37.7M +8% 14.2% 48.4% 102 9.8%
HAM
2748
Honeycomb Asset Management
New York
$485M +$109M +29% 20.8% 49% 45 71.11%
LWM
2749
Liberty Wealth Management
California
$485M 8.26% 64.2% 230
UM
2750
Ulysses Management
New York
$484M +$69.2M +17% 10.4% 51.8% 63 55.56%