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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
CQS
1551
Credential Qtrade Securities
$1.48B +$190M +15% 9.81% 27.7% 395 17.72%
MD
1552
Money Design
Japan
$1.48B +$269M +22% 3.86% 26.4% 80 27.5%
RMA
1553
Roffman Miller Associates
Pennsylvania
$1.48B +$133M +10% 10.7% 68.9% 76 0%
WTA
1554
Washington Trust Advisors
Massachusetts
$1.48B 6.71% 87.6% 1,003
JHP
1555
James Hambro & Partners
United Kingdom
$1.47B +$133M +10% 11.5% 79.2% 93 26.88%
CA
1556
Clearstead Advisors
Ohio
$1.47B +$130M +10% 10.8% 71.4% 1,491 24.61%
SCM
1557
Shenkman Capital Management
New York
$1.47B +$162M +12% 0.01% 3.15% 120 1.67%
CPSAC
1558
Chas P. Smith & Associates (CPS)
Florida
$1.47B +$131M +10% 10.6% 49.1% 150 10%
AAS
1559
Annex Advisory Services
Wisconsin
$1.46B +$237M +19% 9.28% 77.9% 260 22.31%
JIC
1560
Joel Isaacson & Co
New York
$1.46B +$132M +10% 8.63% 72.5% 321 7.79%
RA
1561
RFG Advisory
Alabama
$1.46B +$240M +20% 6.51% 52.3% 501 20.76%
IFLIT
1562
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.45B +$128M +10% 8.53% 45.7% 17 23.53%
SRAIM
1563
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.45B +$46.9M +3% 9.68% 74.2% 29 3.45%
BFPW
1564
BOK Financial Private Wealth
Colorado
$1.45B +$197M +16% 9.22% 61.8% 314 25.48%
NPA
1565
Nichols & Pratt Advisers
Massachusetts
$1.45B +$127M +10% 12.7% 58.9% 107 11.21%
PP
1566
Patten & Patten
Tennessee
$1.45B +$132M +10% 11.8% 74.1% 287 5.23%
BRWM
1567
B. Riley Wealth Management
Tennessee
$1.44B +$142M +11% 8.94% 32.4% 710 18.45%
QI
1568
QV Investors
Alberta, Canada
$1.44B +$116M +9% 10.2% 66.3% 75 4%
WFMPM
1569
Woodley Farra Manion Portfolio Management
Indiana
$1.44B +$228M +19% 14.2% 68.1% 105 13.33%
BCM
1570
Bluefin Capital Management
New York
$1.43B +$424M +42% 5.22% 1,132 52.92%
SIC
1571
Sigma Investment Counselors
Michigan
$1.43B +$80.3M +6% 6.68% 54.9% 200 7%
SB
1572
Simmons Bank
Arkansas
$1.43B +$51.2M +4% 9.12% 92.9% 387 6.46%
CM
1573
Conifer Management
New York
$1.43B -$19.6M -1% 6.28% 22.7% 14 7.14%
NSIM
1574
North Star Investment Management
Illinois
$1.43B +$196M +16% 8.29% 80.6% 1,246 11.72%
VCM
1575
Vigilant Capital Management
Maine
$1.43B +$178M +14% 12.3% 48.8% 837 31.3%