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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
SSG
1776
Summit Securities Group
New York
$972M +$205M +27% 0.29% 96.7% 1,121 69.94%
SCM
1777
Sandler Capital Management
New York
$971M -$244M -20% 1.65% 288% 134 47.76%
MSR
1778
Main Street Research
Connecticut
$971M +$343M +55% 1.67% 159% 101 17.82%
LGWM
1779
Litman Gregory Wealth Management
California
$969M +$168M +21% 3.37% 55.5% 127 39.37%
CCS
1780
Concentric Capital Strategies
Connecticut
$968M +$471M +95% 1.77% 138% 275 73.09%
ECM
1781
Ensemble Capital Management
California
$968M -$67.5M -7% 4.52% 36.2% 25 0%
IAM
1782
Ion Asset Management
Israel
$968M +$111M +13% 19.1% 125% 44 34.09%
EPM
1783
Elm Partners Management
Pennsylvania
$967M -$25.8M -3% 3.31% 48% 47 12.77%
EWM
1784
Executive Wealth Management
Michigan
$966M -$425K -0% 4.03% 18.4% 213 13.15%
BAM
1785
Belpointe Asset Management
Nevada
$966M +$20.2M +2% 2.9% 66.7% 726 26.17%
CHAM
1786
Clear Harbor Asset Management
Connecticut
$965M -$55.7M -5% 2.83% 71.8% 384 15.63%
ZA
1787
Zazove Associates
Nevada
$964M -$133M -12% 0.29% 11% 157 14.01%
QI
1788
QV Investors
Alberta, Canada
$964M -$145M -13% 2.45% 66.3% 70 8.57%
AHC
1789
Adell Harriman & Carpenter
Texas
$964M -$20.3M -2% 0.83% 128% 165 3.03%
PPW
1790
Parcion Private Wealth
Washington
$964M -$27M -3% 3.73% 103% 194 12.37%
KAM
1791
Kensington Asset Management
Texas
$961M -$556M -37% 3.27% 43% 16 75%
MTC
1792
McDaniel Terry & Co
Texas
$960M -$22.7M -2% 4.39% 52.9% 89 6.74%
DAM
1793
Delta Asset Management
Tennessee
$960M -$47.9M -5% 4.01% 52.1% 668 4.64%
CWP
1794
Cyndeo Wealth Partners
Florida
$959M +$2.71M +0.3% 2.4% 83.8% 354 12.71%
CCM
1795
Coliseum Capital Management
Connecticut
$959M -$150M -14% 18% 13.7% 14 35.71%
NP
1796
NorthRock Partners
Minnesota
$959M +$45.5M +5% 4.02% 55.4% 374 21.66%
SL
1797
Salomon & Ludwin
Virginia
$958M +$18.2M +2% 3.68% 44.1% 764 77.49%
WTB
1798
Washington Trust Bank
Washington
$957M -$22.3M -2% 2.39% 69.3% 224 8.04%
FTCM
1799
Fir Tree Capital Management
New York
$957M -$117M -11% 1.53% 17.3% 291 35.4%
WI
1800
Wintrust Investments
Illinois
$955M -$42.3M -4% 2.2% 27.5% 442 12.22%