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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
GWS
2801
Glassman Wealth Services
Virginia
$433M +$70.3M +19% 13.6% 56.4% 1,606 11.77%
NLVP
2802
New Leaf Venture Partners
New York
$433M +$185M +74% 135% 17.1% 18 5.56%
PSSGI
2803
P-STS SPV GP IA
California
$433M 148% 1
IEFM
2804
IQ EQ Fund Management
Ireland
$432M +$98.1M +29% 16.9% 68.8% 232 18.97%
JWM
2805
JGP Wealth Management
Oregon
$432M +$55M +15% 11.5% 78.2% 146 10.96%
FAM
2806
Formidable Asset Management
Ohio
$432M +$88.5M +26% 17.4% 52.2% 312 22.76%
TCMX
2807
Technology Crossover Management X
California
$432M 30.8% 163% 4
GFA
2808
Gifford Fong Associates
California
$431M +$57.7M +15% 15.8% 180% 136 2.94%
IIA
2809
IPG Investment Advisors
California
$431M +$81M +23% 22.5% 78.6% 201 38.81%
HHAM
2810
HITE Hedge Asset Management
Massachusetts
$430M +$109M +34% 37.3% 57.9% 158 59.49%
WA
2811
Wealth Architects
California
$430M +$61.2M +17% 16.5% 80.1% 168 14.29%
BMM
2812
Buffington Mohr McNeal
Idaho
$430M +$50.5M +13% 10.4% 29.3% 124 8.87%
PWPCM
2813
Perella Weinberg Partners Capital Management
New York
$429M -$13.3M -3% 8.15% 1.52% 29 13.79%
NEIRG
2814
New England Investment & Retirement Group
Massachusetts
$429M +$32M +8% 11.9% 72.5% 83 24.1%
SCM
2815
SOL Capital Management
Maryland
$429M +$65.7M +18% 18.5% 56.6% 235 8.09%
GLAM
2816
Gardner Lewis Asset Management
Pennsylvania
$429M -$122M -22% 17.2% 247% 87 34.48%
LM
2817
Luminus Management
Texas
$429M -$3.67M -0.8% 30% 13.1% 63 69.84%
FWI
2818
Facet Wealth Inc
Maryland
$428M 12.3% 48.1% 41
AAMA
2819
Advanced Asset Management Advisors
Ohio
$428M +$52M +14% 11.1% 82.5% 109 19.27%
QCM
2820
Quest Capital Management
Texas
$428M +$66.4M +18% 17.5% 87.7% 263 17.49%
GIM
2821
Greylin Investment Management
Virginia
$428M +$52.5M +14% 19.3% 52.1% 91 16.48%
HHMI
2822
Howard Hughes Medical Institute
Maryland
$427M +$123M +40% 11.3% 59.3% 22 4.55%
GLA
2823
Good Life Advisors
Pennsylvania
$427M +$59.6M +16% 12.3% 60% 283 14.84%
KWMG
2824
King Wealth Management Group
Florida
$427M +$41.5M +11% 10.9% 75.4% 169 14.79%
ZAM
2825
Zevin Asset Management
Massachusetts
$426M +$59.6M +16% 13.7% 57.5% 102 20.59%