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
NEWAS
2576
N.E.W. Advisory Services
Wisconsin
$476M +$122M +34% 137
ICM
2577
Ionic Capital Management
New York
$475M -$67.7M -12% 318
PC
2578
Permanens Capital
New York
$475M +$186M +64% 133
LWM
2579
Laidlaw Wealth Management
New York
$475M +$250M +111% 361
DGHMC
2580
Dalton, Greiner, Hartman, Maher & Co
New York
$475M -$137M -22% 175
KFP
2581
KMG Fiduciary Partners
Ohio
$474M +$72.3M +18% 156
WAM
2582
Winslow Asset Management
Ohio
$474M +$82.1M +21% 78
AWM
2583
Affinity Wealth Management
Delaware
$474M +$103M +28% 99
QA
2584
Quantitative Advantage
Minnesota
$474M +$64.1M +16% 63
IFAM
2585
Institutional & Family Asset Management
Colorado
$473M +$47.3M +11% 954
MGB
2586
Mass General Brigham
Massachusetts
$473M +$347M +275% 3
RFM
2587
Royal Fund Management
Florida
$472M +$81.2M +21% 189
BS
2588
Boenning & Scattergood
Pennsylvania
$472M +$55.1M +13% 354
MFW
2589
Meristem Family Wealth
Minnesota
$472M +$81.9M +21% 244
SSA
2590
South Street Advisors
New York
$472M +$58.1M +14% 62
GWI
2591
Grace & White Inc
New York
$472M +$83.1M +21% 134
SWPG
2592
Strategic Wealth Partners Group
Illinois
$472M +$58M +14% 59
HIM
2593
Hanlon Investment Management
New Jersey
$472M +$149M +46% 126
HL
2594
HeadInvest LLC
Maine
$471M +$125M +36% 243
SF
2595
Susquehanna Foundation
Pennsylvania
$471M +$281M +147% 5
FEG
2596
Financial Enhancement Group
Indiana
$470M +$39.3M +9% 329
TA
2597
Tamarack Advisers
California
$470M +$152M +48% 48
GC
2598
Globeflex Capital
California
$469M +$91M +24% 534
CFD
2599
Creative Financial Designs
Indiana
$468M +$63M +16% 1,352
VCM
2600
Vivaldi Capital Management
Illinois
$468M +$17.2M +4% 353