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
ZAM
2626
Zevin Asset Management
Massachusetts
$490M +$29.9M +6% 83
PI
2627
PFG Investments
New York
$490M 496
LWM
2628
Laidlaw Wealth Management
New York
$490M +$23.6M +5% 382
HWA
2629
HHM Wealth Advisors
Tennessee
$490M +$52.3M +12% 835
PG
2630
Proffitt & Goodson
Tennessee
$490M +$20.2M +4% 242
CANC
2631
Culbertson A N & Co
Virginia
$490M +$14.8M +3% 120
LFA
2632
Legacy Financial Advisors
Kentucky
$489M +$25.3M +5% 268
RBC
2633
Roble Belko & Company
Pennsylvania
$489M +$19.1M +4% 347
SP
2634
Solel Partners
Massachusetts
$489M +$42.6M +10% 28
IR
2635
IAT Reinsurance
New York
$489M -$17.1M -3% 83
RGI
2636
River Global Investors
United Kingdom
$488M +$22.8M +5% 202
BWP
2637
BSW Wealth Partners
Colorado
$488M +$22.5M +5% 341
CIP
2638
CAS Investment Partners
Connecticut
$488M +$68.8M +16% 6
SSA
2639
South Street Advisors
New York
$487M +$34.2M +8% 78
SDWMA
2640
Schneider Downs Wealth Management Advisors
Pennsylvania
$487M +$30.6M +7% 117
QI
2641
Qtron Investments
Massachusetts
$486M +$10.4M +2% 459
AIS
2642
American Investment Services
Massachusetts
$486M +$64 +0% 134
MC
2643
McMorgan & Co
California
$486M +$19.5M +4% 60
DWM
2644
Dorchester Wealth Management
Quebec, Canada
$486M +$63.3M +15% 157
BIM
2645
Bridgecreek Investment Management
Oklahoma
$486M +$37.7M +8% 102
LWM
2646
Liberty Wealth Management
California
$485M 230
PCS
2647
Personal CFO Solutions
New Jersey
$484M +$11.8M +3% 516
BCA
2648
Bernzott Capital Advisors
California
$484M -$289M -37% 54
SB
2649
Samsara BioCapital
California
$484M +$19.4M +4% 58
LOPW
2650
Live Oak Private Wealth
North Carolina
$484M +$278K +0.1% 174