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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
JPWM
2751
Jamison Private Wealth Management
Georgia
$602M +$10.3M +2% 3.06% 121% 544 18.2%
GM
2752
Granger Management
New York
$600M +$99.2M +20% 2.68% 63.5% 23 8.7%
KWMG
2753
King Wealth Management Group
Florida
$600M +$29.6M +5% 5.34% 75.4% 149 4.7%
GHCMRT
2754
Graham Holdings Co Master Retirement Trust
Virginia
$599M -$15.3M -2% 2.42% 55.6% 2 0%
BCA
2755
Bay Colony Advisors
Massachusetts
$599M +$31.1M +5% 3.24% 91.8% 450 14.89%
GCIA
2756
Gabelli & Co Investment Advisers
New York
$599M +$23.7M +4% 2.48% 233% 305 28.52%
GA
2757
Goldstein Advisors
Wisconsin
$598M +$12.3M +2% 1.32% 55.1% 192 9.38%
GIM
2758
Greylin Investment Management
Virginia
$598M -$25.7M -4% 2.67% 52.1% 85 10.59%
RBC
2759
Roble Belko & Company
Pennsylvania
$597M +$14.6M +3% 1.38% 53.3% 391 13.3%
JBA
2760
Johnson Bixby & Associates
Washington
$597M +$21.7M +4% 0.79% 44.1% 115 3.48%
HDIM
2761
Hanson & Doremus Investment Management
Vermont
$597M +$16.6M +3% 2.45% 58.8% 496 13.31%
RZH
2762
Relyea Zuckerberg Hanson
Connecticut
$596M +$25.5M +4% 3.22% 84.4% 252 13.1%
KBG
2763
Kahn Brothers Group
New York
$595M -$79.4M -12% 6.14% 38.1% 54 5.56%
HAIM
2764
Hunter Associates Investment Management
Pennsylvania
$595M +$295K +0% 0.83% 76.1% 265 7.17%
NI
2765
Nextech Invest
Switzerland
$594M -$36.3M -6% 1.32% 631% 13 7.69%
SWM
2766
Sendero Wealth Management
Texas
$594M +$12.6M +2% 2.48% 77.4% 166 12.65%
BWA
2767
BlueSky Wealth Advisors
North Carolina
$594M +$466M +365% 1.3% 42.9% 77 55.84%
CCMINC
2768
Cardinal Capital Management Inc (North Carolina)
North Carolina
$594M -$20.9M -3% 0.31% 77.6% 140 5%
AIP
2769
Almanack Investment Partners
Pennsylvania
$593M +$5.96M +1% 1.28% 56.8% 189 12.7%
KFS
2770
Kurt F. Somerville
$593M +$8.66M +1% 3.58% 62.7% 100 3%
SCM
2771
Sarissa Capital Management
Connecticut
$592M +$20.8M +4% 4.74% 58.6% 10 0%
SAM
2772
Sompo Asset Management
Japan
$592M -$19.5M -3% 2.59% 84.7% 198 3.03%
GA
2773
Gateway Advisory
New Jersey
$589M +$18.8M +3% 0.26% 26% 151 19.87%
MAM
2774
Marquette Asset Management
Minnesota
$588M +$11.7M +2% 1.29% 63.5% 211 15.17%
NB
2775
Northwest Bancshares
Pennsylvania
$587M -$46.7M -7% 0.83% 61.3% 205 12.68%