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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
HHGA
1701
Halbert Hargrove Global Advisors
California
$573M +$185M +48% 8.94% 60.8% 104 37.5%
SR
1702
Swiss Re
Switzerland
$573M -$141M -20% 19.7% 4 0%
GIM
1703
Grassi Investment Management
California
$572M -$167M -23% 18.3% 170% 116 12.07%
AGDR
1704
AdamCapital Gestao de Recursos
Brazil
$572M -$265M -32% 26.6% 10.7% 9 22.22%
FWP
1705
FAS Wealth Partners
Kansas
$572M -$22.3M -4% 18.6% 58% 336 22.92%
MC
1706
Middleton & Co
Massachusetts
$572M -$131M -19% 15.6% 63.4% 144 9.03%
BWP
1707
Baldwin Wealth Partners
Massachusetts
$571M -$144M -20% 14.1% 85.9% 582 11%
ZB
1708
Zions Bancorporation
Utah
$571M -$129M -18% 20.4% 22.9% 1,042 14.01%
BAM
1709
Belpointe Asset Management
Nevada
$571M -$217M -28% 14.9% 66.7% 843 34.64%
BII
1710
Bainco International Investors
Massachusetts
$571M -$131M -19% 12.4% 69.4% 293 73.38%
SM
1711
Sunriver Management
Connecticut
$571M +$771K +0.1% 22.7% 2.16% 23 39.13%
GC
1712
Garde Capital
Washington
$569M -$120M -17% 14.1% 51.5% 139 15.83%
NCM
1713
Novare Capital Management
North Carolina
$569M -$149M -21% 17.9% 65.7% 148 16.89%
AAM
1714
Autus Asset Management
Arizona
$568M -$120M -17% 15.6% 26.3% 161 18.63%
NAS
1715
Nicolet Advisory Services
Wisconsin
$568M -$68.7M -11% 16.5% 62.7% 210 25.24%
KPCM
1716
Kings Point Capital Management
New York
$568M -$110M -16% 17.4% 80.1% 526 21.67%
CA
1717
CapWealth Advisors
Tennessee
$567M -$227M -29% 17.1% 143% 107 19.63%
NIM
1718
Nexus Investment Management
Ontario, Canada
$567M -$163M -22% 22.1% 77.5% 68 8.82%
ACM
1719
Ashford Capital Management
Delaware
$567M -$182M -24% 16.2% 111% 97 20.62%
FCM
1720
FJ Capital Management
Virginia
$566M -$369M -39% 41.1% 63.9% 90 33.33%
BAC
1721
Boys Arnold & Co
North Carolina
$566M -$167M -23% 18.1% 11.5% 278 16.55%
MD
1722
Money Design
Japan
$565M +$726K +0.1% 15.3% 26.4% 67 22.39%
BFIM
1723
Beese Fulmer Investment Management
Ohio
$564M -$150M -21% 18.9% 81.1% 208 15.87%
SFSG
1724
Stearns Financial Services Group
North Carolina
$563M -$41.7M -7% 11.9% 26.1% 233 30.47%
KTA
1725
Keeley-Teton Advisors
Illinois
$563M -$382M -40% 32.2% 28.6% 278 14.75%