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
NEPWA
2626
New England Private Wealth Advisors
Massachusetts
$492M +$20.2M +4% 112
GHAM
2627
Gilman Hill Asset Management
Connecticut
$492M +$4.29M +0.9% 220
GC
2628
GPI Capital
New York
$491M +$90.4M +23% 6
ZAM
2629
Zevin Asset Management
Massachusetts
$490M +$29.9M +6% 83
PI
2630
PFG Investments
New York
$490M 496
LWM
2631
Laidlaw Wealth Management
New York
$490M +$23.6M +5% 382
HWA
2632
HHM Wealth Advisors
Tennessee
$490M +$52.3M +12% 835
PG
2633
Proffitt & Goodson
Tennessee
$490M +$20.2M +4% 242
CANC
2634
Culbertson A N & Co
Virginia
$490M +$14.8M +3% 120
LFA
2635
Legacy Financial Advisors
Kentucky
$489M +$25.3M +5% 268
RBC
2636
Roble Belko & Company
Pennsylvania
$489M +$19.1M +4% 347
SP
2637
Solel Partners
Massachusetts
$489M +$42.6M +10% 28
IR
2638
IAT Reinsurance
New York
$489M -$17.1M -3% 83
RGI
2639
River Global Investors
United Kingdom
$488M +$22.8M +5% 202
BWP
2640
BSW Wealth Partners
Colorado
$488M +$22.5M +5% 341
CIP
2641
CAS Investment Partners
Connecticut
$488M +$68.8M +16% 6
SSA
2642
South Street Advisors
New York
$487M +$34.2M +8% 78
SDWMA
2643
Schneider Downs Wealth Management Advisors
Pennsylvania
$487M +$30.6M +7% 117
QI
2644
Qtron Investments
Massachusetts
$486M +$10.4M +2% 459
AIS
2645
American Investment Services
Massachusetts
$486M +$64 +0% 134
MC
2646
McMorgan & Co
California
$486M +$19.5M +4% 60
DWM
2647
Dorchester Wealth Management
Quebec, Canada
$486M +$63.3M +15% 157
BIM
2648
Bridgecreek Investment Management
Oklahoma
$486M +$37.7M +8% 102
LWM
2649
Liberty Wealth Management
California
$485M 230
PCS
2650
Personal CFO Solutions
New Jersey
$484M +$11.8M +3% 516