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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
SGA
1851
Sector Gamma AS
Norway
$638M +$36.1M +6% 12.6% 28.7% 37 29.73%
JIC
1852
Joel Isaacson & Co
New York
$636M +$39M +7% 6.31% 61.3% 206 5.34%
EWM
1853
Endurance Wealth Management
Rhode Island
$636M +$29.2M +5% 8.18% 59% 512 6.25%
ASP
1854
Adams Street Partners
Illinois
$635M -$17.3M -3% 15.2% 352% 20 65%
PAM
1855
Private Asset Management
California
$635M +$15.7M +3% 8.97% 38.2% 150 7.33%
FBFS
1856
First Business Financial Services
Wisconsin
$634M +$76.2M +14% 4.2% 59.8% 118 25.42%
AH
1857
Allen Holding
New York
$634M +$83.1M +15% 17.4% 147% 12 25%
SSWM
1858
Smith Salley Wealth Management
North Carolina
$634M +$49.6M +8% 7.83% 106% 195 11.28%
CC
1859
Cadinha & Co
Hawaii
$632M +$86M +16% 10.3% 122% 137 9.49%
BAM
1860
Belpointe Asset Management
Nevada
$632M +$274M +77% 6.5% 66.7% 669 53.51%
JCG
1861
JHL Capital Group
Illinois
$631M +$273M +76% 4.88% 13 23.08%
BFPW
1862
BOK Financial Private Wealth
Colorado
$631M +$11.2M +2% 3.78% 53.2% 115 13.91%
SPCM
1863
Sound Point Capital Management
New York
$629M +$50.2M +9% 5.55% 61.5% 40 27.5%
LIA
1864
LBMC Investment Advisors
Tennessee
$628M +$21.6M +4% 4.43% 43.6% 103 3.88%
SRFM
1865
Shannon River Fund Management
New York
$627M -$133M -17% 12.1% 337% 37 48.65%
NCM
1866
Novare Capital Management
North Carolina
$627M +$38M +6% 6.94% 65.7% 154 7.14%
MAA
1867
Matrix Asset Advisors
New York
$627M +$20.9M +3% 7.19% 76.9% 68 10.29%
GGI
1868
Godsey & Gibb Inc
Virginia
$627M +$48.7M +8% 7.12% 78.9% 71 12.68%
KPAG
1869
KLS Professional Advisors Group
New York
$626M +$39.6M +7% 5.44% 38% 29 3.45%
SAM
1870
Serengeti Asset Management
New York
$626M +$127M +26% 1.73% 14.9% 38 34.21%
MFG
1871
Merit Financial Group
Georgia
$625M +$66.4M +12% 5.36% 67.3% 123 13.82%
IECM
1872
Intrinsic Edge Capital Management
Illinois
$624M -$226M -27% 9.13% 191% 207 62.8%
SCA
1873
Summit Creek Advisors
Minnesota
$624M +$67.4M +12% 13% 47.8% 62 14.52%
BVDMP
1874
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$624M -$665K -0.1% 9.27% 146% 36 8.33%
FCM
1875
Freshford Capital Management
New York
$624M -$10.3M -2% 0.73% 62.2% 21 19.05%