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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
GM
1726
GeoWealth Management
Illinois
$1.14B -$88M -7% 6.57% 42.4% 440 25.68%
FBB
1727
Fulton Breakefield Broenniman
Maryland
$1.14B -$213M -16% 5.69% 57.2% 202 29.21%
BFS
1728
Baskin Financial Services
Ontario, Canada
$1.14B -$118M -9% 7.61% 60% 63 7.94%
NWM
1729
Nicola Wealth Management
British Columbia, Canada
$1.14B +$71.7M +7% 2.89% 48.3% 129 16.28%
ZA
1730
Zazove Associates
Nevada
$1.13B 4.4% 11% 166
SCM
1731
Sandler Capital Management
New York
$1.13B -$21.5M -2% 5.32% 288% 140 50%
FLAM
1732
First Light Asset Management
Minnesota
$1.13B -$263M -19% 9.45% 266% 81 9.88%
BWM
1733
Baystate Wealth Management
Massachusetts
$1.13B +$24.9M +2% 4.13% 14.6% 966 11.08%
BC
1734
BIT Capital
Germany
$1.13B -$171M -13% 23% 782% 192 43.75%
CTI
1735
Community Trust & Investment
Kentucky
$1.13B -$163M -13% 3.57% 104% 121 14.05%
YIA
1736
YHB Investment Advisors
Connecticut
$1.13B -$129M -10% 5% 85.7% 320 10%
TAM
1737
Telemark Asset Management
Massachusetts
$1.13B -$266M -19% 2.65% 271% 68 42.65%
LIA
1738
LBMC Investment Advisors
Tennessee
$1.13B -$26.6M -2% 4.15% 43.6% 174 12.64%
BC
1739
Brahman Capital
New York
$1.13B -$244M -18% 3.75% 16.6% 30 23.33%
LM
1740
Lincluden Management
Ontario, Canada
$1.13B +$35.8M +3% 4.17% 56.6% 81 14.81%
KRSITF
1741
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.13B +$53.9M +5% 2.88% 89.2% 500 2.6%
AIIMS
1742
Analyst IMS Investment Management Services
Israel
$1.13B +$75.4M +7% 6.83% 70% 109 11.01%
PE
1743
PSG Equity
Massachusetts
$1.13B +$557M +97% 16.2% 8.03% 1 0%
JPG
1744
Jordan Park Group
California
$1.13B -$270M -19% 3.93% 26.8% 41 17.07%
HCM
1745
Hollencrest Capital Management
California
$1.12B -$147M -12% 4.8% 72% 407 12.78%
RCM
1746
Redwood Capital Management
New York
$1.12B -$96.2M -8% 7.24% 236% 49 8.16%
WCM
1747
Windward Capital Management
California
$1.12B -$86.7M -7% 5.19% 69.9% 78 1.28%
TCA
1748
Transcend Capital Advisors
New Jersey
$1.12B -$14.1M -1% 4.09% 61.2% 549 17.3%
PWP
1749
Private Wealth Partners
California
$1.12B -$66.8M -6% 4.23% 92.8% 88 14.77%
ZB
1750
Zions Bancorporation
Utah
$1.12B -$15.7M -1% 4.23% 22.9% 1,206 20.32%