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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
ZAM
2826
Zevin Asset Management
Massachusetts
$746M +$58.4M +9% 2.77% 57.5% 120 37.5%
OWSCM
2827
One William Street Capital Management
New York
$745M +$458M +159% 1.51% 47.2% 11 63.64%
PWM
2828
Parkway Wealth Management
Texas
$745M 1.48% 133
HCP
2829
Holt Capital Partners
Texas
$745M +$122M +20% 2.78% 55.2% 152 3.95%
SF
2830
Symphony Financial
Texas
$744M -$77.2M -9% 3.43% 71.2% 320 26.25%
RH
2831
RenaissanceRe Holdings
Bermuda
$744M +$3.01M +0.4% 0.61% 48.4% 5 0%
PWG
2832
Portside Wealth Group
Utah
$744M +$18M +2% 2.47% 81.1% 514 16.73%
MSWM
2833
McGlone Suttner Wealth Management
Wisconsin
$743M +$28.8M +4% 2.67% 56% 202 11.39%
DC
2834
Decheng Capital
California
$743M +$170M +30% 57.8% 23 17.39%
HP
2835
Hound Partners
New York
$743M -$35.4M -5% 3.89% 2.99% 42 40.48%
HWM
2836
Hohimer Wealth Management
Washington
$743M +$27.7M +4% 5.03% 85.5% 387 28.17%
TVPW
2837
Third View Private Wealth
Connecticut
$743M 1.76% 269
GPGA
2838
Grandeur Peak Global Advisors
Utah
$743M -$2.54M -0.3% 5.89% 80% 117 23.93%
MGM
2839
Manchester Global Management
United Kingdom
$742M -$18.3M -2% 9.9% 116% 24 25%
CA
2840
Capital Advantage
California
$741M +$76.4M +11% 2.73% 44.4% 150 8.67%
JA
2841
JLB & Associates
Michigan
$741M -$19.1M -3% 1.47% 57.7% 77 12.99%
LF
2842
Lee Financial
Texas
$741M -$56.3M -7% 2.27% 69.7% 185 25.95%
GWS
2843
Glassman Wealth Services
Virginia
$741M +$29.4M +4% 2.39% 56.4% 201 10.45%
SI
2844
Sava Infond
Slovenia
$741M +$35.3M +5% 4.82% 231 12.12%
TCMX
2845
Technology Crossover Management XI
California
$740M -$237M -24% 15.7% 177% 3 33.33%
RP
2846
Rice Partnership
Hawaii
$740M +$35.5M +5% 6.73% 123% 204 22.06%
LWA
2847
Lineweaver Wealth Advisors
Ohio
$739M +$56.3M +8% 1.99% 61.4% 191 18.85%
DCM
2848
Defilade Capital Management
California
$738M 36.3% 33
SC
2849
Skylands Capital
Wisconsin
$737M +$13.6M +2% 6.85% 64.3% 163 14.72%
KFAS
2850
Keating Financial Advisory Services
Kansas
$737M 3.18% 2,227