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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
SAIG
2826
Semper Augustus Investments Group
Colorado
$620M +$60.8M +11% 12.3% 95.4% 38 7.89%
ECM
2827
Estabrook Capital Management
New York
$619M -$29.6M -5% 0.15% 87.2% 349 5.73%
CU
2828
CDAM (UK)
United Kingdom
$618M -$48.2M -7% 15.2% 7.89% 12 25%
LOPW
2829
Live Oak Private Wealth
North Carolina
$617M +$22.1M +4% 0.86% 65% 192 6.25%
NG
2830
Northstar Group
New York
$617M +$19.7M +3% 1.59% 63.9% 161 11.18%
ECM
2831
Exchange Capital Management
Michigan
$617M -$12.9M -2% 1.95% 57.8% 214 4.67%
NEAM
2832
New England Asset Management
Connecticut
$616M +$30.5M +5% 2.46% 55.6% 125 5.6%
NCM
2833
Northside Capital Management
Oregon
$616M +$240M +64% 0.35% 94.8% 129 5.43%
FA
2834
Fountainhead AM
New Jersey
$616M +$67.8M +12% 2.36% 65.6% 196 17.35%
CI
2835
Cooper Investors
Australia
$616M -$19.1M -3% 2.27% 49.8% 50 16%
CM
2836
CoreCommodity Management
Connecticut
$615M +$103M +20% 3.72% 65.8% 153 19.61%
AMBIA
2837
Allen Mooney & Barnes Investment Advisors
Georgia
$615M +$22.2M +4% 0.7% 70.2% 155 4.52%
MCM
2838
Maltese Capital Management
New York
$615M -$40.1M -6% 5.84% 114% 126 18.25%
LSPW
2839
Lake Street Private Wealth
Illinois
$614M -$11.9M -2% 2.02% 92.5% 262 12.21%
VI
2840
Versor Investments
New York
$613M +$33.4M +6% 0.6% 205% 992 58.27%
PWG
2841
Portside Wealth Group
Utah
$613M +$8.62M +1% 0.33% 81.1% 460 16.74%
TVAMP
2842
Tennessee Valley Asset Management Partners
Tennessee
$613M +$15.6M +3% 1.1% 65.7% 170 16.47%
FM
2843
Family Management
New York
$612M -$10.6M -2% 2.49% 69% 239 25.1%
SSA
2844
South Street Advisors
New York
$612M -$40.7M -6% 0.15% 169% 70 8.57%
BGC
2845
Blue Grotto Capital
Georgia
$612M +$64.4M +12% 2.04% 300% 36 50%
EPIMS
2846
Evelyn Partners Investment Management Services
$609M +$35.9M +6% 0.55% 285 7.72%
MSWM
2847
McGlone Suttner Wealth Management
Wisconsin
$609M +$10.3M +2% 1.14% 56% 202 19.31%
GWA
2848
Gratus Wealth Advisors
Virginia
$609M -$15.6M -2% 2.44% 135 11.11%
CWP
2849
Concord Wealth Partners
Virginia
$609M -$1.61M -0.3% 1.07% 66% 994 25.25%
AAM
2850
ACK Asset Management
Connecticut
$609M -$137M -18% 8% 132% 25 32%